All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

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

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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

Rolling Returns

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