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

Total Real Returns

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

Tue 2009-11-03? to Tue 2025-05-13 YTD
Return 		TR
Price
SCHX × 		+0.51%
2025-05-13 		9.39 TR
2025-05-13
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
PG × 		−4.13%
2025-05-13 		518.22 TR
2025-05-13
Procter & Gamble Company NYSE Common Stock
O × 		+5.57%
2025-05-13 		47.47 TR
2025-05-13
Realty Income Corporation NYSE Common Stock

Returns

Tue 2009-11-03? to Tue 2025-05-13 Overall
Return 		Exponential
Trendline
SCHX × 		+839.04%
+15.52%/yr 		+15.16%/yr
(R2=0.985)
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
PG × 		+325.27%
+9.77%/yr 		+10.64%/yr
(R2=0.961)
Procter & Gamble Company NYSE Common Stock
O × 		+429.32%
+11.33%/yr 		+10.20%/yr
(R2=0.894)
Realty Income Corporation NYSE Common Stock

Growth of $10,000

Tue 2009-11-03? to Tue 2025-05-13 Start
Value 		End
Value
SCHX × 		$10,000.00
2009-11-03 		$93,904.12
2025-05-13
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
PG × 		$10,000.00
2009-11-03 		$42,526.80
2025-05-13
Procter & Gamble Company NYSE Common Stock
O × 		$10,000.00
2009-11-03 		$52,932.13
2025-05-13
Realty Income Corporation NYSE Common Stock

Annual Returns

Year SCHX PG O
2025 (YTD) +0.51% −4.13% +5.57%
2024 +26.46% +17.25% −2.11%
2023 +29.81% −0.86% −4.55%
2022 −19.41% −5.05% −7.37%
2021 +27.66% +20.52% +27.96%
2020 +20.81% +14.15% −14.33%
2019 +34.82% +39.70% +25.14%
2018 −3.51% +3.57% +12.20%
2017 +23.11% +12.70% +6.99%
2016 +15.34% +9.36% +15.78%
2015 +3.05% −9.97% +13.38%
2014 +15.46% +15.42% +34.35%
2013 +34.77% +23.65% −2.30%
2012 +18.88% +5.20% +20.67%
2011 +3.41% +7.06% +7.53%
2010 +17.15% +9.36% +39.32%
2009 +7.34% +1.18% +20.82%
2008 — −13.81% −8.22%
2007 — +16.64% +3.27%
2006 — +13.38% +36.05%
2005 — +7.19% −9.40%
2004 — +12.38% +33.87%
2003 — +18.48% +21.61%
2002 — +11.50% +27.47%
2001 — +3.11% +28.13%
2000 — −27.09% +32.73%
1999 — +21.57% −9.12%
1998 — +15.89% +5.59%
1997 — +50.48% +14.76%
1996 — +32.18% +14.71%
1995 — +36.81% +46.26%
1994 — +11.33% +10.03%
1993 — +8.78% —
1992 — +16.76% —
1991 — +11.03% —
1990 — +26.36% —
1989 — +66.78% —
1988 — +5.55% —
1987 — +15.30% —
1986 — +13.61% —
1985 — +28.25% —
1984 — +5.12% —
1983 — −0.24% —
1982 — +54.25% —
1981 — +23.14% —
1980 — −2.50% —
1979 — −12.93% —
1978 — +7.10% —
1977 — −5.34% —
1976 — +7.66% —
1975 — +11.64% —
1974 — −9.51% —
1973 — −16.15% —
1972 — +44.47% —
1971 — +38.42% —
1970 — +8.62% —
1969 — +26.59% —
1968 — −6.22% —
1967 — +26.35% —
1966 — +5.21% —
1965 — −14.85% —
1964 — +2.02% —
1963 — +12.12% —
1962 — −22.14% —

Drawdowns

Tue 2009-11-03? to Tue 2025-05-13 Current
Drawdown 		Worst
Drawdown
SCHX × 		−4.04% −34.33%
2020-03-23
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
PG × 		−10.56% −25.46%
2015-09-14
Procter & Gamble Company NYSE Common Stock
O × 		−14.62% −48.28%
2020-03-18
Realty Income Corporation NYSE Common Stock