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

Total Real Returns

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

Thu 2011-10-20💬 to Fri 2026-06-05 YTD
Return
1 Year
Return
O
×
+10.29%
2026-06-05
+15.07%
2026-06-05
Realty Income Corporation NYSE Common Stock
SCHD
×
+18.75%
2026-06-05
+27.90%
2026-06-05
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VNQ
×
+10.55%
2026-06-05
+12.52%
2026-06-05
Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund

Returns

Thu 2011-10-20💬 to Fri 2026-06-05 Overall
Return
Exponential
Trendline
O
×
+286.95%
+9.69%/yr
+8.22%/yr
(R2=0.850)
Realty Income Corporation NYSE Common Stock
SCHD
×
+513.77%
+13.21%/yr
+12.20%/yr
(R2=0.977)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VNQ
×
+222.18%
+8.33%/yr
+6.54%/yr
(R2=0.886)
Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20💬 to Fri 2026-06-05 Start
Value
End
Value
O
×
$10,000.00
2011-10-20
$38,695.15
2026-06-05
Realty Income Corporation NYSE Common Stock
SCHD
×
$10,000.00
2011-10-20
$61,376.51
2026-06-05
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VNQ
×
$10,000.00
2011-10-20
$32,218.34
2026-06-05
Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund

Annual Returns

Year O SCHD VNQ
2026 (YTD) +10.29% +18.75% +10.55%
2025 +12.22% +4.34% +3.24%
2024 −2.11% +11.66% +4.81%
2023 −4.55% +4.54% +11.85%
2022 −7.37% −3.26% −26.25%
2021 +24.09% +29.87% +40.54%
2020 −11.47% +15.03% −4.61%
2019 +21.27% +27.29% +28.91%
2018 +15.95% −5.56% −6.03%
2017 +3.68% +20.85% +4.90%
2016 +15.78% +16.45% +8.57%
2015 +13.38% −0.30% +2.43%
2014 +34.35% +11.69% +30.40%
2013 −2.30% +32.88% +2.30%
2012 +20.32% +11.39% +17.63%
2011 +7.53% +5.31% +8.64%
2010 +39.32% +28.39%
2009 +20.82% +30.13%
2008 −8.22% −36.98%
2007 +3.27% −16.52%
2006 +36.05% +35.28%
2005 −9.40% +11.94%
2004 +33.87% +16.00%
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 Fri 2026-06-05 Current
Drawdown
Worst
Drawdown
O
×
−8.76%
from 2026-03-02 peak
−48.28%
2020-03-18
from 2020-02-21 peak
Realty Income Corporation NYSE Common Stock
SCHD
×
−1.61%
from 2026-05-22 peak
−33.37%
2020-03-23
from 2020-01-23 peak
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VNQ
×
−1.32%
from 2021-12-31 peak
−42.40%
2020-03-23
from 2020-02-21 peak
Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund

Rolling Returns

Period ending Fri 2026-06-05 1
Year
2
Years
3
Years
5
Years
10
Years
O
×
+15.07% +25.69%
+12.12%/yr
+19.84%
+6.22%/yr
+15.17%
+2.86%/yr
+59.96%
+4.81%/yr
Realty Income Corporation NYSE Common Stock
SCHD
×
+27.90% +33.73%
+15.65%/yr
+53.07%
+15.24%/yr
+49.05%
+8.31%/yr
+231.97%
+12.74%/yr
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VNQ
×
+12.52% +25.38%
+11.98%/yr
+34.25%
+10.31%/yr
+14.19%
+2.69%/yr
+70.29%
+5.46%/yr
Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund