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

Total Real Returns

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

Thu 2011-10-20? to Fri 2025-08-01 YTD
Return
TR
Price
O
×
+10.02%
2025-08-01
47.98 TR
2025-08-01
Realty Income Corporation NYSE Common Stock
SCHD
×
−1.61%
2025-08-01
4.874 TR
2025-08-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
+5.55%
2025-08-01
4.686 TR
2025-08-01
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
VNQ
×
+1.84%
2025-08-01
4.39 TR
2025-08-01
Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund

Returns

Thu 2011-10-20? to Fri 2025-08-01 Overall
Return
Exponential
Trendline
O
×
+243.99%
+9.38%/yr
+8.53%/yr
(R2=0.842)
Realty Income Corporation NYSE Common Stock
SCHD
×
+387.37%
+12.18%/yr
+12.36%/yr
(R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
+374.31%
+11.96%/yr
+10.57%/yr
(R2=0.971)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
VNQ
×
+187.47%
+7.96%/yr
+6.70%/yr
(R2=0.875)
Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Fri 2025-08-01 Start
Value
End
Value
O
×
$10,000.00
2011-10-20
$34,398.68
2025-08-01
Realty Income Corporation NYSE Common Stock
SCHD
×
$10,000.00
2011-10-20
$48,737.23
2025-08-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
$10,000.00
2011-10-20
$47,431.42
2025-08-01
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
VNQ
×
$10,000.00
2011-10-20
$28,746.65
2025-08-01
Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund

Annual Returns

Year O SCHD VYM VNQ
2025 (YTD) +10.02% −1.61% +5.55% +1.84%
2024 −2.11% +11.66% +17.60% +4.81%
2023 −4.55% +4.54% +6.59% +11.85%
2022 −7.37% −3.26% −0.45% −26.25%
2021 +24.09% +29.87% +26.20% +40.54%
2020 −11.47% +15.03% +1.14% −4.61%
2019 +21.27% +27.29% +24.06% +28.91%
2018 +15.95% −5.56% −5.92% −6.03%
2017 +3.68% +20.85% +16.42% +4.90%
2016 +15.79% +16.45% +17.04% +8.57%
2015 +13.38% −0.30% +0.28% +2.43%
2014 +34.35% +11.69% +13.54% +30.40%
2013 −2.30% +32.88% +30.08% +2.30%
2012 +20.32% +11.39% +12.69% +17.63%
2011 +7.53% +5.31% +10.55% +8.64%
2010 +39.32% +14.22% +28.39%
2009 +20.82% +17.19% +30.13%
2008 −8.22% −31.92% −36.98%
2007 +3.27% +1.37% −16.52%
2006 +36.05% +2.83% +35.28%
2005 −9.40% +11.94%
2004 +33.87% +16.00%
2003 +21.61%
2002 +27.47%
2001 +28.13%
2000 +32.73%
1999 −9.12%
1998 +5.59%
1997 +14.77%
1996 +14.70%
1995 +46.26%
1994 +10.03%

Drawdowns

Thu 2011-10-20? to Fri 2025-08-01 Current
Drawdown
Worst
Drawdown
O
×
−11.02% −48.28%
2020-03-18
Realty Income Corporation NYSE Common Stock
SCHD
×
−8.13% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
−2.75% −35.21%
2020-03-23
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
VNQ
×
−11.96% −42.40%
2020-03-23
Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund