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

Total Real Returns

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

Wed 2008-03-19? to Mon 2025-05-05 YTD
Return 		TR
Price
V × 		+10.50%
2025-05-05 		27.82 TR
2025-05-05
Visa Inc. Class A NYSE Common Stock
KO × 		+16.01%
2025-05-05 		1306.01 TR
2025-05-05
The Coca-Cola Company NYSE Common Stock
O × 		+9.18%
2025-05-05 		49.09 TR
2025-05-05
Realty Income Corporation NYSE Common Stock

Returns

Wed 2008-03-19? to Mon 2025-05-05 Overall
Return 		Exponential
Trendline
V × 		+2,681.53%
+21.43%/yr 		+22.61%/yr
(R2=0.968)
Visa Inc. Class A NYSE Common Stock
KO × 		+305.00%
+8.51%/yr 		+9.10%/yr
(R2=0.962)
The Coca-Cola Company NYSE Common Stock
O × 		+440.84%
+10.36%/yr 		+11.63%/yr
(R2=0.898)
Realty Income Corporation NYSE Common Stock

Growth of $10,000

Wed 2008-03-19? to Mon 2025-05-05 Start
Value 		End
Value
V × 		$10,000.00
2008-03-19 		$278,153.20
2025-05-05
Visa Inc. Class A NYSE Common Stock
KO × 		$10,000.00
2008-03-19 		$40,500.01
2025-05-05
The Coca-Cola Company NYSE Common Stock
O × 		$10,000.00
2008-03-19 		$54,084.35
2025-05-05
Realty Income Corporation NYSE Common Stock

Annual Returns

Year V KO O
2025 (YTD) +10.50% +16.01% +9.18%
2024 +22.32% +8.88% −2.11%
2023 +26.31% −4.43% −4.55%
2022 −3.40% +10.61% −7.37%
2021 −0.31% +11.37% +27.96%
2020 +17.12% +2.47% −11.47%
2019 +43.33% +20.60% +21.27%
2018 +16.49% +6.77% +15.95%
2017 +47.18% +14.38% +3.68%
2016 +1.37% −0.36% +15.78%
2015 +19.14% +5.14% +13.38%
2014 +18.64% +5.27% +34.35%
2013 +48.06% +17.23% −2.29%
2012 +50.47% +6.53% +20.32%
2011 +45.41% +9.46% +7.53%
2010 −18.99% +19.02% +39.32%
2009 +67.86% +30.30% +20.82%
2008 −6.85% −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

Wed 2008-03-19? to Mon 2025-05-05 Current
Drawdown 		Worst
Drawdown
V × 		−3.88% −51.90%
2009-01-20
Visa Inc. Class A NYSE Common Stock
KO × 		−2.98% −37.02%
2009-03-05
The Coca-Cola Company NYSE Common Stock
O × 		−11.71% −48.45%
2009-03-06
Realty Income Corporation NYSE Common Stock