All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2011-10-20💬 to Wed 2026-06-17 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| O × |
+9.80%
2026-06-17 |
+11.17%
2026-06-17 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| SCHD × |
+17.39%
2026-06-17 |
+24.11%
2026-06-17 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SCHG × |
+2.70%
2026-06-17 |
+19.99%
2026-06-17 |
||||
| Schwab U.S. Large-Cap Growth ETF NYSE Exchange-Traded Fund | ||||||
| VOO × |
+9.00%
2026-06-17 |
+25.53%
2026-06-17 |
||||
| Vanguard S&P 500 ETF NYSE Exchange-Traded Fund | ||||||
| Thu 2011-10-20💬 to Wed 2026-06-17 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| O × |
+285.23%
+9.64%/yr |
+8.21%/yr
(R2=0.850) |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| SCHD × |
+506.73%
+13.09%/yr |
+12.20%/yr
(R2=0.977) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SCHG × |
+945.72%
+17.37%/yr |
+16.58%/yr
(R2=0.975) |
||||
| Schwab U.S. Large-Cap Growth ETF NYSE Exchange-Traded Fund | ||||||
| VOO × |
+695.81%
+15.20%/yr |
+13.65%/yr
(R2=0.981) |
||||
| Vanguard S&P 500 ETF NYSE Exchange-Traded Fund | ||||||
| Thu 2011-10-20💬 to Wed 2026-06-17 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| O × |
$10,000.00
2011-10-20 |
$38,523.43
2026-06-17 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| SCHD × |
$10,000.00
2011-10-20 |
$60,673.43
2026-06-17 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SCHG × |
$10,000.00
2011-10-20 |
$104,572.30
2026-06-17 |
||||
| Schwab U.S. Large-Cap Growth ETF NYSE Exchange-Traded Fund | ||||||
| VOO × |
$10,000.00
2011-10-20 |
$79,581.01
2026-06-17 |
||||
| Vanguard S&P 500 ETF NYSE Exchange-Traded Fund | ||||||
| Year | O | SCHD | SCHG | VOO |
|---|---|---|---|---|
| 2026 (YTD) | +9.80% | +17.39% | +2.70% | +9.00% |
| 2025 | +12.22% | +4.34% | +17.50% | +17.82% |
| 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% | — | +16.84% | +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 | +14.76% | — | — | — |
| 1996 | +14.71% | — | — | — |
| 1995 | +46.26% | — | — | — |
| 1994 | +10.03% | — | — | — |
| Thu 2011-10-20💬 to Wed 2026-06-17 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| O × |
−9.16%
from 2026-03-02 peak |
−48.28%
2020-03-18 from 2020-02-21 peak |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| SCHD × |
−2.74%
from 2026-05-22 peak |
−33.37%
2020-03-23 from 2020-01-23 peak |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SCHG × |
−5.21%
from 2026-06-01 peak |
−34.59%
2023-01-05 from 2021-11-19 peak |
||||
| Schwab U.S. Large-Cap Growth ETF NYSE Exchange-Traded Fund | ||||||
| VOO × |
−2.41%
from 2026-06-02 peak |
−33.99%
2020-03-23 from 2020-02-19 peak |
||||
| Vanguard S&P 500 ETF NYSE Exchange-Traded Fund | ||||||
| Period ending Wed 2026-06-17 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| O × | +11.17% |
+27.40% +12.87%/yr |
+16.59% +5.25%/yr |
+18.34% +3.43%/yr |
+56.60% +4.59%/yr |
|
| Realty Income Corporation NYSE Common Stock | ||||||
| SCHD × | +24.11% |
+33.65% +15.61%/yr |
+46.05% +13.46%/yr |
+51.90% +8.72%/yr |
+227.21% +12.59%/yr |
|
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SCHG × | +19.99% |
+33.06% +15.35%/yr |
+83.15% +22.35%/yr |
+92.58% +14.00%/yr |
+449.64% +18.58%/yr |
|
| Schwab U.S. Large-Cap Growth ETF NYSE Exchange-Traded Fund | ||||||
| VOO × | +25.53% |
+38.95% +17.88%/yr |
+75.06% +20.52%/yr |
+88.62% +13.53%/yr |
+323.00% +15.51%/yr |
|
| Vanguard S&P 500 ETF NYSE Exchange-Traded Fund | ||||||