O,SCHD,SCHG,VOO: Total Return Chart (with Dividends Reinvested)

Thu 2011-10-20? to Fri 2026-05-15	YTD Return	1 Year Return
O ×	+10.31% 2026-05-15	+16.54% 2026-05-15
Realty Income Corporation NYSE Common Stock
SCHD ×	+16.62% 2026-05-15	+24.70% 2026-05-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SCHG ×	+5.16% 2026-05-15	+25.01% 2026-05-15
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
VOO ×	+8.68% 2026-05-15	+26.68% 2026-05-15
Vanguard S&P 500 ETF Exchange-Traded Fund

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Returns

Thu 2011-10-20? to Fri 2026-05-15	Overall Return	Exponential Trendline
O ×	+287.02% +9.73%/yr	+8.23%/yr (R2=0.849)
Realty Income Corporation NYSE Common Stock
SCHD ×	+502.74% +13.12%/yr	+12.20%/yr (R2=0.977)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SCHG ×	+970.73% +17.67%/yr	+16.55%/yr (R2=0.975)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
VOO ×	+693.51% +15.28%/yr	+13.62%/yr (R2=0.981)
Vanguard S&P 500 ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2011-10-20? to Fri 2026-05-15	Start Value	End Value
O ×	$10,000.00 2011-10-20	$38,702.41 2026-05-15
Realty Income Corporation NYSE Common Stock
SCHD ×	$10,000.00 2011-10-20	$60,274.39 2026-05-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SCHG ×	$10,000.00 2011-10-20	$107,072.54 2026-05-15
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
VOO ×	$10,000.00 2011-10-20	$79,350.93 2026-05-15
Vanguard S&P 500 ETF Exchange-Traded Fund

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Annual Returns

Year	O	SCHD	SCHG	VOO
2026 (YTD)	+10.31%	+16.62%	+5.16%	+8.68%
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	+27.47%	—	—	—
2001	+28.13%	—	—	—
2000	+32.73%	—	—	—
1999	−9.12%	—	—	—
1998	+5.59%	—	—	—
1997	+14.76%	—	—	—
1996	+14.71%	—	—	—
1995	+46.26%	—	—	—
1994	+10.03%	—	—	—

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Drawdowns

Thu 2011-10-20? to Fri 2026-05-15	Current Drawdown	Worst Drawdown
O ×	−8.74% from 2026-03-02 peak	−48.28% 2020-03-18 from 2020-02-21 peak
Realty Income Corporation NYSE Common Stock
SCHD ×	−1.09% from 2026-04-30 peak	−33.37% 2020-03-23 from 2020-01-23 peak
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SCHG ×	−1.24% from 2026-05-14 peak	−34.59% 2023-01-05 from 2021-11-19 peak
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
VOO ×	−1.21% from 2026-05-14 peak	−33.99% 2020-03-23 from 2020-02-19 peak
Vanguard S&P 500 ETF Exchange-Traded Fund

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Rolling Returns

Period ending Fri 2026-05-15	1 Year	2 Years	3 Years	5 Years	10 Years
O ×	+16.54%	+23.87% +11.30%/yr	+16.59% +5.25%/yr	+24.59% +4.49%/yr	+59.09% +4.75%/yr
Realty Income Corporation NYSE Common Stock
SCHD ×	+24.70%	+28.05% +13.17%/yr	+51.58% +14.87%/yr	+46.92% +8.00%/yr	+232.45% +12.76%/yr
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SCHG ×	+25.01%	+45.42% +20.61%/yr	+107.44% +27.53%/yr	+108.82% +15.86%/yr	+469.87% +19.00%/yr
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
VOO ×	+26.68%	+43.11% +19.64%/yr	+86.42% +23.07%/yr	+90.54% +13.76%/yr	+327.77% +15.64%/yr
Vanguard S&P 500 ETF Exchange-Traded Fund