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

Total Real Returns

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

Tue 2009-11-03? to Mon 2025-05-12 YTD
Return
TR
Price
SCHX
×
−0.18%
2025-05-12
9.326 TR
2025-05-12
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
O
×
+7.26%
2025-05-12
48.23 TR
2025-05-12
Realty Income Corporation NYSE Common Stock

Returns

Tue 2009-11-03? to Mon 2025-05-12 Overall
Return
Exponential
Trendline
SCHX
×
+832.57%
+15.47%/yr
+15.16%/yr
(R2=0.985)
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
O
×
+437.78%
+11.45%/yr
+10.20%/yr
(R2=0.894)
Realty Income Corporation NYSE Common Stock

Growth of $10,000

Tue 2009-11-03? to Mon 2025-05-12 Start
Value
End
Value
SCHX
×
$10,000.00
2009-11-03
$93,257.34
2025-05-12
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
O
×
$10,000.00
2009-11-03
$53,778.12
2025-05-12
Realty Income Corporation NYSE Common Stock

Annual Returns

Year SCHX O
2025 (YTD) −0.18% +7.26%
2024 +26.46% −2.11%
2023 +29.81% −4.55%
2022 −19.41% −7.37%
2021 +27.66% +27.96%
2020 +20.81% −14.33%
2019 +34.82% +25.14%
2018 −3.51% +12.20%
2017 +23.11% +6.99%
2016 +15.34% +15.78%
2015 +3.05% +13.38%
2014 +15.46% +34.35%
2013 +34.77% −2.30%
2012 +18.88% +20.67%
2011 +3.41% +7.53%
2010 +17.15% +39.32%
2009 +7.34% +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 +14.76%
1996 +14.71%
1995 +46.26%
1994 +10.03%

Drawdowns

Tue 2009-11-03? to Mon 2025-05-12 Current
Drawdown
Worst
Drawdown
SCHX
×
−4.70% −34.33%
2020-03-23
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
O
×
−13.26% −48.28%
2020-03-18
Realty Income Corporation NYSE Common Stock