All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2011-10-20? to Thu 2025-08-14 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+1.97%
2025-08-14 |
5.051 TR
2025-08-14 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| O × |
+12.46%
2025-08-14 |
49.04 TR
2025-08-14 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| OXLC × |
−21.65%
2025-08-14 |
2.074 TR
2025-08-14 |
||||
| Oxford Lane Capital Corp NASDAQ Common Stock | ||||||
| Thu 2011-10-20? to Thu 2025-08-14 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+405.11%
+12.44%/yr |
+12.35%/yr
(R2=0.975) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| O × |
+251.59%
+9.53%/yr |
+8.50%/yr
(R2=0.841) |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| OXLC × |
+177.27%
+7.66%/yr |
+7.52%/yr
(R2=0.716) |
||||
| Oxford Lane Capital Corp NASDAQ Common Stock | ||||||
| Thu 2011-10-20? to Thu 2025-08-14 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2011-10-20 |
$50,510.84
2025-08-14 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| O × |
$10,000.00
2011-10-20 |
$35,158.77
2025-08-14 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| OXLC × |
$10,000.00
2011-10-20 |
$27,726.73
2025-08-14 |
||||
| Oxford Lane Capital Corp NASDAQ Common Stock | ||||||
| Year | SCHD | O | OXLC |
|---|---|---|---|
| 2025 (YTD) | +1.97% | +12.46% | −21.65% |
| 2024 | +11.66% | −2.11% | +24.58% |
| 2023 | +4.54% | −4.55% | +16.52% |
| 2022 | −3.26% | −7.37% | −24.15% |
| 2021 | +29.87% | +24.09% | +59.91% |
| 2020 | +15.03% | −11.47% | −15.77% |
| 2019 | +27.29% | +21.27% | −0.98% |
| 2018 | −5.56% | +15.95% | +12.86% |
| 2017 | +20.85% | +3.68% | +13.47% |
| 2016 | +16.45% | +15.79% | +35.22% |
| 2015 | −0.30% | +13.38% | −19.92% |
| 2014 | +11.69% | +34.35% | +0.37% |
| 2013 | +32.88% | −2.30% | +28.99% |
| 2012 | +11.39% | +20.32% | +33.19% |
| 2011 | +5.31% | +7.53% | −24.61% |
| 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 | — | +27.47% | — |
| 2001 | — | +28.13% | — |
| 2000 | — | +32.73% | — |
| 1999 | — | −9.12% | — |
| 1998 | — | +5.59% | — |
| 1997 | — | +14.77% | — |
| 1996 | — | +14.70% | — |
| 1995 | — | +46.26% | — |
| 1994 | — | +10.03% | — |
| Thu 2011-10-20? to Thu 2025-08-14 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × | −4.78% |
−33.37%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| O × | −9.06% |
−48.28%
2020-03-18 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| OXLC × | −25.79% |
−74.58%
2020-03-18 |
||||
| Oxford Lane Capital Corp NASDAQ Common Stock | ||||||