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

Total Real Returns

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

Wed 2016-03-02? 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
SCHG
×
−2.92%
2025-05-12
9.789 TR
2025-05-12
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
VYMI
×
+14.33%
2025-05-12
2.154 TR
2025-05-12
Vanguard International High Dividend Yield Index Fund ETF Shares NASDAQ Exchange-Traded Fund
O
×
+7.26%
2025-05-12
48.23 TR
2025-05-12
Realty Income Corporation NYSE Common Stock

Returns

Wed 2016-03-02? to Mon 2025-05-12 Overall
Return
Exponential
Trendline
SCHX
×
+286.88%
+15.85%/yr
+14.86%/yr
(R2=0.948)
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHG
×
+358.82%
+18.02%/yr
+17.48%/yr
(R2=0.933)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
VYMI
×
+115.42%
+8.71%/yr
+6.06%/yr
(R2=0.761)
Vanguard International High Dividend Yield Index Fund ETF Shares NASDAQ Exchange-Traded Fund
O
×
+53.72%
+4.79%/yr
+5.13%/yr
(R2=0.599)
Realty Income Corporation NYSE Common Stock

Growth of $10,000

Wed 2016-03-02? to Mon 2025-05-12 Start
Value
End
Value
SCHX
×
$10,000.00
2016-03-02
$38,687.93
2025-05-12
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHG
×
$10,000.00
2016-03-02
$45,881.99
2025-05-12
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
VYMI
×
$10,000.00
2016-03-02
$21,542.05
2025-05-12
Vanguard International High Dividend Yield Index Fund ETF Shares NASDAQ Exchange-Traded Fund
O
×
$10,000.00
2016-03-02
$15,372.02
2025-05-12
Realty Income Corporation NYSE Common Stock

Annual Returns

Year SCHX SCHG VYMI O
2025 (YTD) −0.18% −2.92% +14.33% +7.26%
2024 +26.46% +34.96% +7.06% −2.11%
2023 +29.81% +50.10% +17.14% −4.55%
2022 −19.41% −31.80% −7.02% −7.37%
2021 +27.66% +28.11% +15.39% +27.96%
2020 +20.81% +39.14% −1.10% −14.33%
2019 +34.82% +36.02% +18.45% +25.14%
2018 −3.51% −1.36% −12.65% +12.20%
2017 +23.11% +28.05% +22.36% +6.99%
2016 +15.34% +6.82% +11.84% +15.78%
2015 +3.05% +3.24% +13.38%
2014 +15.46% +15.80% +34.35%
2013 +34.77% +34.04% −2.30%
2012 +18.88% +16.88% +20.67%
2011 +3.41% −0.74% +7.53%
2010 +17.15% +16.85% +39.32%
2009 +7.34% +2.70% +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

Wed 2016-03-02? 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
SCHG
×
−7.02% −34.59%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
VYMI
×
0.00% −40.00%
2020-03-23
Vanguard International High Dividend Yield Index Fund ETF Shares NASDAQ Exchange-Traded Fund
O
×
−13.26% −48.28%
2020-03-18
Realty Income Corporation NYSE Common Stock