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

Total Real Returns

SCHG,KO,O: Total Return Chart (with Dividends Reinvested)

Fri 2009-12-11? to Tue 2025-05-13 YTD
Return 		TR
Price
SCHG × 		−1.59%
2025-05-13 		9.923 TR
2025-05-13
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
KO × 		+11.58%
2025-05-13 		1256.1 TR
2025-05-13
The Coca-Cola Company NYSE Common Stock
O × 		+5.57%
2025-05-13 		47.47 TR
2025-05-13
Realty Income Corporation NYSE Common Stock

Returns

Fri 2009-12-11? to Tue 2025-05-13 Overall
Return 		Exponential
Trendline
SCHG × 		+892.29%
+16.05%/yr 		+15.96%/yr
(R2=0.977)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
KO × 		+273.47%
+8.92%/yr 		+8.54%/yr
(R2=0.967)
The Coca-Cola Company NYSE Common Stock
O × 		+369.08%
+10.54%/yr 		+10.09%/yr
(R2=0.894)
Realty Income Corporation NYSE Common Stock

Growth of $10,000

Fri 2009-12-11? to Tue 2025-05-13 Start
Value 		End
Value
SCHG × 		$10,000.00
2009-12-11 		$99,228.62
2025-05-13
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
KO × 		$10,000.00
2009-12-11 		$37,346.53
2025-05-13
The Coca-Cola Company NYSE Common Stock
O × 		$10,000.00
2009-12-11 		$46,908.28
2025-05-13
Realty Income Corporation NYSE Common Stock

Annual Returns

Year SCHG KO O
2025 (YTD) −1.59% +11.58% +5.57%
2024 +34.96% +8.88% −2.11%
2023 +50.10% −4.43% −4.55%
2022 −31.80% +10.61% −7.37%
2021 +28.11% +11.37% +27.96%
2020 +39.14% +2.47% −14.33%
2019 +36.02% +20.60% +25.14%
2018 −1.36% +6.77% +12.20%
2017 +28.05% +14.38% +6.99%
2016 +6.82% −0.36% +15.78%
2015 +3.24% +5.14% +13.38%
2014 +15.80% +5.27% +34.35%
2013 +34.04% +17.23% −2.30%
2012 +16.88% +6.53% +20.67%
2011 −0.74% +9.46% +7.53%
2010 +16.85% +19.02% +39.32%
2009 +2.70% +30.30% +20.82%
2008 — −24.10% −8.22%
2007 — +30.45% +3.27%
2006 — +23.10% +36.05%
2005 — −0.66% −9.40%
2004 — −16.12% +33.87%
2003 — +18.13% +21.61%
2002 — −5.50% +27.47%
2001 — −20.90% +28.13%
2000 — +5.98% +32.73%
1999 — −12.16% −9.12%
1998 — +1.32% +5.59%
1997 — +27.86% +14.76%
1996 — +43.26% +14.71%
1995 — +46.20% +46.26%
1994 — +17.44% +10.03%
1993 — +8.29% —
1992 — +5.77% —
1991 — +75.40% —
1990 — +22.72% —
1989 — +77.04% —
1988 — +20.60% —
1987 — +3.61% —
1986 — +37.99% —
1985 — +41.25% —
1984 — +22.27% —
1983 — +8.42% —
1982 — +60.08% —
1981 — +11.29% —
1980 — +3.39% —
1979 — −17.20% —
1978 — +22.82% —
1977 — −1.77% —
1976 — −0.85% —
1975 — +59.71% —
1974 — −56.97% —
1973 — −13.71% —
1972 — +23.18% —
1971 — +46.26% —
1970 — +4.53% —
1969 — +15.05% —
1968 — +7.91% —
1967 — +47.79% —
1966 — +4.28% —
1965 — +22.22% —
1964 — +21.62% —
1963 — +35.56% —
1962 — −15.48% —

Drawdowns

Fri 2009-12-11? to Tue 2025-05-13 Current
Drawdown 		Worst
Drawdown
SCHG × 		−5.75% −34.59%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
KO × 		−6.68% −36.99%
2020-03-23
The Coca-Cola Company NYSE Common Stock
O × 		−14.62% −48.28%
2020-03-18
Realty Income Corporation NYSE Common Stock