All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2011-10-20? to Fri 2025-12-12 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SCHX × |
+17.20%
2025-12-12 |
8.724 TR
2025-12-12 |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SCHD × |
+5.29%
2025-12-12 |
5.216 TR
2025-12-12 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| O × |
+14.36%
2025-12-12 |
49.87 TR
2025-12-12 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| Thu 2011-10-20? to Fri 2025-12-12 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHX × |
+618.05%
+14.95%/yr |
+13.42%/yr
(R2=0.977) |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SCHD × |
+421.57%
+12.38%/yr |
+12.23%/yr
(R2=0.975) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| O × |
+257.54%
+9.42%/yr |
+8.34%/yr
(R2=0.843) |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| Thu 2011-10-20? to Fri 2025-12-12 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHX × |
$10,000.00
2011-10-20 |
$71,804.88
2025-12-12 |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SCHD × |
$10,000.00
2011-10-20 |
$52,156.55
2025-12-12 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| O × |
$10,000.00
2011-10-20 |
$35,754.33
2025-12-12 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| Year | SCHX | SCHD | O |
|---|---|---|---|
| 2025 (YTD) | +17.20% | +5.29% | +14.36% |
| 2024 | +24.88% | +11.66% | −2.11% |
| 2023 | +26.84% | +4.54% | −4.55% |
| 2022 | −19.41% | −3.26% | −7.37% |
| 2021 | +26.81% | +29.87% | +24.09% |
| 2020 | +20.81% | +15.03% | −11.47% |
| 2019 | +31.22% | +27.29% | +21.27% |
| 2018 | −4.53% | −5.56% | +15.95% |
| 2017 | +21.95% | +20.85% | +3.68% |
| 2016 | +12.01% | +16.45% | +15.78% |
| 2015 | +1.05% | −0.30% | +13.38% |
| 2014 | +13.33% | +11.69% | +34.35% |
| 2013 | +32.42% | +32.88% | −2.29% |
| 2012 | +16.09% | +11.39% | +20.32% |
| 2011 | +1.54% | +5.31% | +7.53% |
| 2010 | +15.92% | — | +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 | — | — | +27.48% |
| 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 Fri 2025-12-12 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHX × | −1.14% |
−34.33%
2020-03-23 |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SCHD × | −1.68% |
−33.37%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| O × | −7.52% |
−48.28%
2020-03-18 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||