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

Total Real Returns

VYM,SCHD,KO,O,T: Total Return Chart (with Dividends Reinvested)

Thu 2011-10-20? to Mon 2025-04-28 YTD
Return
TR
Price
VYM
×
−2.36%
2025-04-28
4.334 TR
2025-04-28
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
−4.75%
2025-04-28
4.718 TR
2025-04-28
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
KO
×
+16.16%
2025-04-28
1307.65 TR
2025-04-28
The Coca-Cola Company NYSE Common Stock
O
×
+9.24%
2025-04-28
49.12 TR
2025-04-28
Realty Income Corporation NYSE Common Stock
T
×
+22.56%
2025-04-28
57.41 TR
2025-04-28
AT&T Inc NYSE Common Stock

Returns

Thu 2011-10-20? to Mon 2025-04-28 Overall
Return
Exponential
Trendline
VYM
×
+338.76%
+11.56%/yr
+10.57%/yr
(R2=0.969)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
+371.83%
+12.16%/yr
+12.47%/yr
(R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
KO
×
+224.96%
+9.11%/yr
+8.06%/yr
(R2=0.963)
The Coca-Cola Company NYSE Common Stock
O
×
+252.19%
+9.76%/yr
+8.97%/yr
(R2=0.858)
Realty Income Corporation NYSE Common Stock
T
×
+171.48%
+7.67%/yr
+2.75%/yr
(R2=0.383)
AT&T Inc NYSE Common Stock

Growth of $10,000

Thu 2011-10-20? to Mon 2025-04-28 Start
Value
End
Value
VYM
×
$10,000.00
2011-10-20
$43,875.79
2025-04-28
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$47,183.45
2025-04-28
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
KO
×
$10,000.00
2011-10-20
$32,496.37
2025-04-28
The Coca-Cola Company NYSE Common Stock
O
×
$10,000.00
2011-10-20
$35,218.76
2025-04-28
Realty Income Corporation NYSE Common Stock
T
×
$10,000.00
2011-10-20
$27,147.88
2025-04-28
AT&T Inc NYSE Common Stock

Annual Returns

Year VYM SCHD KO O T
2025 (YTD) −2.36% −4.75% +16.16% +9.24% +22.56%
2024 +17.60% +11.66% +8.88% −2.11% +44.08%
2023 +6.59% +4.54% −4.43% −4.55% −2.74%
2022 −0.45% −3.26% +10.61% −7.37% +5.76%
2021 +26.20% +29.87% +11.37% +27.96% −8.09%
2020 +1.15% +15.03% +2.47% −11.47% −21.37%
2019 +24.06% +27.29% +20.60% +21.27% +45.54%
2018 −5.92% −5.56% +6.77% +15.95% −22.25%
2017 +16.42% +20.85% +14.38% +3.68% −4.01%
2016 +17.04% +16.45% −0.36% +15.78% +29.87%
2015 +0.28% −0.30% +5.14% +13.38% +8.32%
2014 +13.54% +11.69% +5.27% +34.35% +0.66%
2013 +30.08% +32.88% +17.23% −2.30% +9.72%
2012 +12.69% +11.39% +6.53% +20.32% +17.49%
2011 +10.55% +5.31% +9.46% +7.53% +9.02%
2010 +14.22% +19.02% +39.32% +11.60%
2009 +17.19% +30.30% +20.82% +4.68%
2008 −31.92% −24.10% −8.22% −28.05%
2007 +1.37% +30.45% +3.27% +20.61%
2006 +2.82% +23.10% +36.05% +53.15%
2005 −0.66% −9.41% +0.23%
2004 −16.12% +33.87% +3.77%
2003 +18.13% +21.61% +1.67%
2002 −5.50% +27.48% −28.31%
2001 −20.90% +28.13% −16.08%
2000 +5.98% +32.73% +0.07%
1999 −12.16% −9.12% −7.37%
1998 +1.32% +5.59% +49.73%
1997 +27.86% +14.76% +45.57%
1996 +43.26% +14.70% −4.93%
1995 +46.20% +46.26% +45.23%
1994 +17.44% +10.03% −0.23%
1993 +8.29% +15.02%
1992 +5.77% +18.04%
1991 +75.40% +19.38%
1990 +22.72% −9.52%
1989 +77.04% +70.08%
1988 +20.60% +28.22%
1987 +3.61% +4.66%
1986 +37.99% +43.09%
1985 +41.25% +33.88%
1984 +22.27% +20.17%
1983 +8.42% −4.47%
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

Thu 2011-10-20? to Mon 2025-04-28 Current
Drawdown
Worst
Drawdown
VYM
×
−7.76% −35.21%
2020-03-23
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
−11.06% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
KO
×
−2.86% −36.99%
2020-03-23
The Coca-Cola Company NYSE Common Stock
O
×
−11.66% −48.28%
2020-03-18
Realty Income Corporation NYSE Common Stock
T
×
−3.68% −42.35%
2023-07-18
AT&T Inc NYSE Common Stock