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

Total Real Returns

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

Thu 2011-10-20? to Tue 2025-04-29 YTD
Return
TR
Price
VYM
×
−1.93%
2025-04-29
4.354 TR
2025-04-29
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
−4.38%
2025-04-29
4.737 TR
2025-04-29
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
+9.51%
2025-04-29
49.24 TR
2025-04-29
Realty Income Corporation NYSE Common Stock

Returns

Thu 2011-10-20? to Tue 2025-04-29 Overall
Return
Exponential
Trendline
VYM
×
+340.71%
+11.59%/yr
+10.57%/yr
(R2=0.969)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
+373.66%
+12.19%/yr
+12.47%/yr
(R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
+253.05%
+9.78%/yr
+8.97%/yr
(R2=0.858)
Realty Income Corporation NYSE Common Stock

Growth of $10,000

Thu 2011-10-20? to Tue 2025-04-29 Start
Value
End
Value
VYM
×
$10,000.00
2011-10-20
$44,070.78
2025-04-29
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$47,366.40
2025-04-29
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
$10,000.00
2011-10-20
$35,304.90
2025-04-29
Realty Income Corporation NYSE Common Stock

Annual Returns

Year VYM SCHD O
2025 (YTD) −1.93% −4.38% +9.51%
2024 +17.60% +11.66% −2.11%
2023 +6.59% +4.54% −4.55%
2022 −0.45% −3.26% −7.37%
2021 +26.20% +29.87% +27.96%
2020 +1.15% +15.03% −11.47%
2019 +24.06% +27.29% +21.27%
2018 −5.92% −5.56% +15.95%
2017 +16.42% +20.85% +3.68%
2016 +17.04% +16.45% +15.78%
2015 +0.28% −0.30% +13.38%
2014 +13.54% +11.69% +34.35%
2013 +30.08% +32.88% −2.30%
2012 +12.69% +11.39% +20.32%
2011 +10.55% +5.31% +7.53%
2010 +14.22% +39.32%
2009 +17.19% +20.82%
2008 −31.92% −8.22%
2007 +1.37% +3.27%
2006 +2.82% +36.05%
2005 −9.41%
2004 +33.87%
2003 +21.61%
2002 +27.48%
2001 +28.13%
2000 +32.73%
1999 −9.12%
1998 +5.59%
1997 +14.76%
1996 +14.70%
1995 +46.26%
1994 +10.03%

Drawdowns

Thu 2011-10-20? to Tue 2025-04-29 Current
Drawdown
Worst
Drawdown
VYM
×
−7.35% −35.21%
2020-03-23
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
−10.71% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
−11.44% −48.28%
2020-03-18
Realty Income Corporation NYSE Common Stock