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

Thu 2011-10-20? to Fri 2025-12-12	YTD Return	TR Price
SCHD ×	+5.29% 2025-12-12	5.216 TR 2025-12-12
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JNJ ×	+50.78% 2025-12-12	2265.31 TR 2025-12-12
Johnson & Johnson NYSE Common Stock
O ×	+14.36% 2025-12-12	49.87 TR 2025-12-12
Realty Income Corporation NYSE Common Stock

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Returns

Thu 2011-10-20? to Fri 2025-12-12	Overall Return	Exponential Trendline
SCHD ×	+421.57% +12.38%/yr	+12.23%/yr (R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JNJ ×	+409.33% +12.20%/yr	+9.69%/yr (R2=0.915)
Johnson & Johnson NYSE Common Stock
O ×	+257.54% +9.42%/yr	+8.34%/yr (R2=0.843)
Realty Income Corporation NYSE Common Stock

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Growth of $10,000

Thu 2011-10-20? to Fri 2025-12-12	Start Value	End Value
SCHD ×	$10,000.00 2011-10-20	$52,156.55 2025-12-12
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JNJ ×	$10,000.00 2011-10-20	$50,933.06 2025-12-12
Johnson & Johnson NYSE Common Stock
O ×	$10,000.00 2011-10-20	$35,754.33 2025-12-12
Realty Income Corporation NYSE Common Stock

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Annual Returns

Year	SCHD	JNJ	O
2025 (YTD)	+5.29%	+50.78%	+14.36%
2024	+11.66%	−4.81%	−2.11%
2023	+4.54%	−8.58%	−4.55%
2022	−3.26%	+5.97%	−7.37%
2021	+29.87%	+11.44%	+24.09%
2020	+15.03%	+10.82%	−11.47%
2019	+27.29%	+16.22%	+21.27%
2018	−5.56%	−5.13%	+15.95%
2017	+20.85%	+24.43%	+3.68%
2016	+16.45%	+15.33%	+15.78%
2015	−0.30%	+1.14%	+13.38%
2014	+11.69%	+17.34%	+34.35%
2013	+32.88%	+34.62%	−2.29%
2012	+11.39%	+10.85%	+20.32%
2011	+5.31%	+9.89%	+7.53%
2010	—	−0.59%	+39.32%
2009	—	+11.27%	+20.82%
2008	—	−7.72%	−8.22%
2007	—	+3.61%	+3.27%
2006	—	+12.43%	+36.05%
2005	—	−3.36%	−9.40%
2004	—	+25.17%	+33.87%
2003	—	−2.08%	+21.61%
2002	—	−7.88%	+27.48%
2001	—	+14.00%	+28.13%
2000	—	+14.25%	+32.73%
1999	—	+12.48%	−9.12%
1998	—	+28.98%	+5.59%
1997	—	+34.29%	+14.77%
1996	—	+18.10%	+14.70%
1995	—	+59.13%	+46.26%
1994	—	+25.05%	+10.03%
1993	—	−8.97%	—
1992	—	−10.19%	—
1991	—	+62.31%	—
1990	—	+23.40%	—
1989	—	+39.84%	—
1988	—	+13.86%	—
1987	—	+14.23%	—
1986	—	+24.87%	—
1985	—	+45.93%	—
1984	—	−11.43%	—
1983	—	−17.51%	—
1982	—	+33.87%	—
1981	—	+11.80%	—
1980	—	+25.95%	—
1979	—	+7.52%	—
1978	—	−3.87%	—
1977	—	−1.56%	—
1976	—	−13.07%	—
1975	—	+11.00%	—
1974	—	−28.26%	—
1973	—	−13.59%	—
1972	—	+32.50%	—
1971	—	+72.82%	—
1970	—	−5.00%	—
1969	—	+69.04%	—
1968	—	+16.07%	—
1967	—	+61.00%	—
1966	—	−0.78%	—
1965	—	+54.21%	—
1964	—	+9.52%	—
1963	—	+39.21%	—
1962	—	−24.09%	—

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Drawdowns

Thu 2011-10-20? to Fri 2025-12-12	Current Drawdown	Worst Drawdown
SCHD ×	−1.68%	−33.37% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JNJ ×	0.00%	−27.37% 2020-03-23
Johnson & Johnson NYSE Common Stock
O ×	−7.52%	−48.28% 2020-03-18
Realty Income Corporation NYSE Common Stock