All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2011-10-20? to Fri 2025-06-27 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SCHD × |
−1.58%
2025-06-27 |
4.876 TR
2025-06-27 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| O × |
+9.87%
2025-06-27 |
47.91 TR
2025-06-27 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| OXLC × |
−18.34%
2025-06-27 |
2.421 TR
2025-06-27 |
||||
| Oxford Lane Capital Corp NASDAQ Common Stock | ||||||
| Thu 2011-10-20? to Fri 2025-06-27 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+387.56%
+12.27%/yr |
+12.39%/yr
(R2=0.974) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| O × |
+243.51%
+9.44%/yr |
+8.58%/yr
(R2=0.842) |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| OXLC × |
−69.76%
−8.37%/yr |
−9.77%/yr
(R2=0.816) |
||||
| Oxford Lane Capital Corp NASDAQ Common Stock | ||||||
| Thu 2011-10-20? to Fri 2025-06-27 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2011-10-20 |
$48,755.70
2025-06-27 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| O × |
$10,000.00
2011-10-20 |
$34,351.08
2025-06-27 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| OXLC × |
$10,000.00
2011-10-20 |
$3,024.11
2025-06-27 |
||||
| Oxford Lane Capital Corp NASDAQ Common Stock | ||||||
| Year | SCHD | O | OXLC |
|---|---|---|---|
| 2025 (YTD) | −1.58% | +9.87% | −18.34% |
| 2024 | +11.66% | −2.11% | +2.63% |
| 2023 | +4.54% | −4.55% | −2.56% |
| 2022 | −3.26% | −7.37% | −34.24% |
| 2021 | +29.87% | +24.09% | +42.51% |
| 2020 | +15.03% | −11.47% | −33.70% |
| 2019 | +27.29% | +21.27% | −15.88% |
| 2018 | −5.56% | +15.95% | −3.48% |
| 2017 | +20.85% | +3.68% | −4.38% |
| 2016 | +16.45% | +15.78% | +5.52% |
| 2015 | −0.30% | +13.38% | −33.38% |
| 2014 | +11.69% | +34.35% | −13.78% |
| 2013 | +32.88% | −2.30% | +12.67% |
| 2012 | +11.39% | +20.32% | +15.54% |
| 2011 | +5.31% | +7.53% | +678.86% |
| 2010 | — | +39.32% | — |
| 2009 | — | +20.82% | — |
| 2008 | — | −8.22% | — |
| 2007 | — | +3.27% | — |
| 2006 | — | +36.05% | — |
| 2005 | — | −9.41% | — |
| 2004 | — | +33.87% | — |
| 2003 | — | +21.61% | — |
| 2002 | — | +27.48% | — |
| 2001 | — | +28.13% | — |
| 2000 | — | +32.73% | — |
| 1999 | — | −9.12% | — |
| 1998 | — | +5.59% | — |
| 1997 | — | +14.77% | — |
| 1996 | — | +14.70% | — |
| 1995 | — | +46.26% | — |
| 1994 | — | +10.04% | — |
| Thu 2011-10-20? to Fri 2025-06-27 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × | −8.09% |
−33.37%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| O × | −11.15% |
−48.28%
2020-03-18 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| OXLC × | −78.01% |
−87.20%
2020-03-18 |
||||
| Oxford Lane Capital Corp NASDAQ Common Stock | ||||||