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

Total Real Returns

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

Thu 2011-10-20💬 to Wed 2026-06-03 YTD
Return
1 Year
Return
SCHD
×
+19.01%
2026-06-03
+27.16%
2026-06-03
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
+8.26%
2026-06-03
+12.59%
2026-06-03
Realty Income Corporation NYSE Common Stock

Returns

Thu 2011-10-20💬 to Wed 2026-06-03 Overall
Return
Exponential
Trendline
SCHD
×
+515.10%
+13.23%/yr
+12.20%/yr
(R2=0.977)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
+279.83%
+9.56%/yr
+8.22%/yr
(R2=0.850)
Realty Income Corporation NYSE Common Stock

Growth of $10,000

Thu 2011-10-20💬 to Wed 2026-06-03 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$61,509.52
2026-06-03
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
$10,000.00
2011-10-20
$37,982.81
2026-06-03
Realty Income Corporation NYSE Common Stock

Annual Returns

Year SCHD O
2026 (YTD) +19.01% +8.26%
2025 +4.34% +12.22%
2024 +11.66% −2.11%
2023 +4.54% −4.55%
2022 −3.26% −7.37%
2021 +29.87% +24.09%
2020 +15.03% −11.47%
2019 +27.29% +21.27%
2018 −5.56% +15.95%
2017 +20.85% +3.68%
2016 +16.45% +15.78%
2015 −0.30% +13.38%
2014 +11.69% +34.35%
2013 +32.88% −2.30%
2012 +11.39% +20.32%
2011 +5.31% +7.53%
2010 +39.32%
2009 +20.82%
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 2026-06-03 Current
Drawdown
Worst
Drawdown
SCHD
×
−1.40%
from 2026-05-22 peak
−33.37%
2020-03-23
from 2020-01-23 peak
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
−10.44%
from 2026-03-02 peak
−48.28%
2020-03-18
from 2020-02-21 peak
Realty Income Corporation NYSE Common Stock

Rolling Returns

Period ending Wed 2026-06-03 1
Year
2
Years
3
Years
5
Years
10
Years
SCHD
×
+27.16% +34.04%
+15.79%/yr
+52.43%
+15.07%/yr
+50.32%
+8.50%/yr
+232.69%
+12.77%/yr
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
+12.59% +25.04%
+11.83%/yr
+18.20%
+5.73%/yr
+13.42%
+2.55%/yr
+57.02%
+4.62%/yr
Realty Income Corporation NYSE Common Stock