All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2011-10-20? to Wed 2025-09-03 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| O × |
+13.24%
2025-09-03 |
49.38 TR
2025-09-03 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| SCHD × |
+2.94%
2025-09-03 |
5.099 TR
2025-09-03 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SCHG × |
+9.87%
2025-09-03 |
11.08 TR
2025-09-03 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| VOO × |
+10.54%
2025-09-03 |
7.706 TR
2025-09-03 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Wed 2025-09-03 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| O × |
+254.03%
+9.54%/yr |
+8.48%/yr
(R2=0.842) |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| SCHD × |
+409.91%
+12.46%/yr |
+12.33%/yr
(R2=0.975) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SCHG × |
+852.08%
+17.64%/yr |
+16.33%/yr
(R2=0.971) |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| VOO × |
+584.99%
+14.88%/yr |
+13.42%/yr
(R2=0.979) |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Wed 2025-09-03 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| O × |
$10,000.00
2011-10-20 |
$35,402.72
2025-09-03 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| SCHD × |
$10,000.00
2011-10-20 |
$50,991.19
2025-09-03 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SCHG × |
$10,000.00
2011-10-20 |
$95,208.42
2025-09-03 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| VOO × |
$10,000.00
2011-10-20 |
$68,498.88
2025-09-03 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| Year | O | SCHD | SCHG | VOO |
|---|---|---|---|---|
| 2025 (YTD) | +13.24% | +2.94% | +9.87% | +10.54% |
| 2024 | −2.11% | +11.66% | +34.96% | +24.98% |
| 2023 | −4.55% | +4.54% | +50.10% | +26.32% |
| 2022 | −7.37% | −3.26% | −31.80% | −18.17% |
| 2021 | +24.09% | +29.87% | +28.11% | +28.79% |
| 2020 | −11.47% | +15.03% | +39.14% | +18.32% |
| 2019 | +21.27% | +27.29% | +36.02% | +31.37% |
| 2018 | +15.95% | −5.56% | −1.36% | −4.50% |
| 2017 | +3.68% | +20.85% | +28.05% | +21.77% |
| 2016 | +15.78% | +16.45% | +6.82% | +12.17% |
| 2015 | +13.38% | −0.30% | +3.24% | +1.33% |
| 2014 | +34.35% | +11.69% | +15.80% | +13.56% |
| 2013 | −2.30% | +32.88% | +34.04% | +32.39% |
| 2012 | +20.32% | +11.39% | +16.88% | +15.99% |
| 2011 | +7.53% | +5.31% | −0.74% | +1.90% |
| 2010 | +39.32% | — | +16.85% | +14.78% |
| 2009 | +20.82% | — | +2.70% | — |
| 2008 | −8.22% | — | — | — |
| 2007 | +3.27% | — | — | — |
| 2006 | +36.05% | — | — | — |
| 2005 | −9.40% | — | — | — |
| 2004 | +33.87% | — | — | — |
| 2003 | +21.61% | — | — | — |
| 2002 | +27.48% | — | — | — |
| 2001 | +28.13% | — | — | — |
| 2000 | +32.73% | — | — | — |
| 1999 | −9.12% | — | — | — |
| 1998 | +5.59% | — | — | — |
| 1997 | +14.77% | — | — | — |
| 1996 | +14.70% | — | — | — |
| 1995 | +46.27% | — | — | — |
| 1994 | +10.03% | — | — | — |
| Thu 2011-10-20? to Wed 2025-09-03 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| O × | −8.43% |
−48.28%
2020-03-18 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| SCHD × | −3.88% |
−33.37%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SCHG × | −0.97% |
−34.59%
2023-01-05 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| VOO × | −0.80% |
−33.99%
2020-03-23 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||