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

Thu 2014-06-12? to Fri 2025-07-18	YTD Return	TR Price
VZ ×	+7.36% 2025-07-18	40.29 TR 2025-07-18
Verizon Communications Inc NYSE Common Stock
VYM ×	+6.97% 2025-07-18	4.749 TR 2025-07-18
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD ×	+0.77% 2025-07-18	4.992 TR 2025-07-18
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
KO ×	+13.82% 2025-07-18	1272.31 TR 2025-07-18
The Coca-Cola Company NYSE Common Stock
O ×	+9.30% 2025-07-18	47.66 TR 2025-07-18
Realty Income Corporation NYSE Common Stock
DGRO ×	+6.66% 2025-07-18	3.398 TR 2025-07-18
iShares Core Dividend Growth ETF Exchange-Traded Fund
T ×	+22.33% 2025-07-18	113.1 TR 2025-07-18
AT&T Inc NYSE Common Stock

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Returns

Thu 2014-06-12? to Fri 2025-07-18	Overall Return	Exponential Trendline
VZ ×	+47.93% +3.59%/yr	+2.89%/yr (R2=0.323)
Verizon Communications Inc NYSE Common Stock
VYM ×	+190.72% +10.09%/yr	+9.80%/yr (R2=0.958)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD ×	+207.12% +10.64%/yr	+12.08%/yr (R2=0.957)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
KO ×	+144.39% +8.38%/yr	+8.48%/yr (R2=0.949)
The Coca-Cola Company NYSE Common Stock
O ×	+123.48% +7.51%/yr	+6.64%/yr (R2=0.723)
Realty Income Corporation NYSE Common Stock
DGRO ×	+239.85% +11.65%/yr	+12.06%/yr (R2=0.969)
iShares Core Dividend Growth ETF Exchange-Traded Fund
T ×	+130.20% +7.80%/yr	+3.46%/yr (R2=0.382)
AT&T Inc NYSE Common Stock

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Growth of $10,000

Thu 2014-06-12? to Fri 2025-07-18	Start Value	End Value
VZ ×	$10,000.00 2014-06-12	$14,792.76 2025-07-18
Verizon Communications Inc NYSE Common Stock
VYM ×	$10,000.00 2014-06-12	$29,071.81 2025-07-18
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD ×	$10,000.00 2014-06-12	$30,711.87 2025-07-18
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
KO ×	$10,000.00 2014-06-12	$24,438.63 2025-07-18
The Coca-Cola Company NYSE Common Stock
O ×	$10,000.00 2014-06-12	$22,347.72 2025-07-18
Realty Income Corporation NYSE Common Stock
DGRO ×	$10,000.00 2014-06-12	$33,984.76 2025-07-18
iShares Core Dividend Growth ETF Exchange-Traded Fund
T ×	$10,000.00 2014-06-12	$23,019.94 2025-07-18
AT&T Inc NYSE Common Stock

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Annual Returns

Year	VZ	VYM	SCHD	KO	O	DGRO	T
2025 (YTD)	+7.36%	+6.97%	+0.77%	+13.82%	+9.30%	+6.66%	+22.33%
2024	+13.14%	+17.60%	+11.66%	+8.88%	−2.11%	+16.62%	+44.10%
2023	+2.71%	+6.59%	+4.54%	−4.43%	−4.55%	+10.47%	−2.73%
2022	−20.02%	−0.45%	−3.26%	+10.61%	−7.37%	−7.91%	+6.47%
2021	−7.55%	+26.20%	+29.87%	+11.37%	+24.09%	+26.65%	−5.90%
2020	−0.13%	+1.14%	+15.03%	+2.47%	−11.47%	+9.50%	−19.65%
2019	+13.83%	+24.06%	+27.29%	+20.60%	+21.27%	+29.87%	+48.48%
2018	+11.26%	−5.92%	−5.56%	+6.77%	+15.95%	−2.38%	−20.77%
2017	+3.97%	+16.42%	+20.85%	+14.38%	+3.68%	+23.00%	−2.46%
2016	+20.70%	+17.04%	+16.45%	−0.36%	+15.78%	+15.20%	+31.99%
2015	+3.62%	+0.28%	−0.30%	+5.14%	+13.38%	−0.69%	+10.31%
2014	−0.55%	+13.54%	+11.69%	+5.27%	+34.35%	+8.56%	+2.39%
2013	+18.60%	+30.08%	+32.88%	+17.23%	−2.30%	—	+11.55%
2012	+13.18%	+12.69%	+11.39%	+6.53%	+20.32%	—	+19.52%
2011	+18.19%	+10.55%	+5.31%	+9.46%	+7.53%	—	+11.10%
2010	+22.54%	+14.22%	—	+19.02%	+39.32%	—	+13.92%
2009	+3.75%	+17.19%	—	+30.30%	+20.82%	—	+6.84%
2008	−18.06%	−31.92%	—	−24.10%	−8.22%	—	−26.92%
2007	+22.31%	+1.37%	—	+30.45%	+3.27%	—	+22.07%
2006	+34.73%	+2.83%	—	+23.10%	+36.05%	—	+55.58%
2005	−22.14%	—	—	−0.66%	−9.40%	—	+2.00%
2004	+20.39%	—	—	−16.12%	+33.87%	—	+5.44%
2003	−5.61%	—	—	+18.13%	+21.61%	—	+3.55%
2002	−15.12%	—	—	−5.50%	+27.48%	—	−27.48%
2001	−2.47%	—	—	−21.47%	+28.13%	—	−15.47%
2000	−16.18%	—	—	+5.98%	+32.73%	—	+0.77%
1999	+17.06%	—	—	−12.16%	−9.12%	—	−6.82%
1998	+22.53%	—	—	+1.32%	+5.59%	—	+50.80%
1997	+46.82%	—	—	+27.86%	+14.76%	—	+47.03%
1996	+4.03%	—	—	+43.26%	+14.71%	—	−3.04%
1995	+41.42%	—	—	+46.20%	+46.26%	—	+48.76%
1994	−11.65%	—	—	+17.43%	+10.03%	—	+2.33%
1993	+21.30%	—	—	+8.29%	—	—	+17.96%
1992	+12.46%	—	—	+5.77%	—	—	+21.70%
1991	−5.31%	—	—	+75.40%	—	—	+23.52%
1990	+0.91%	—	—	+22.73%	—	—	−6.61%
1989	+62.49%	—	—	+77.04%	—	—	+70.07%
1988	+15.89%	—	—	+20.60%	—	—	+28.23%
1987	+1.56%	—	—	+3.61%	—	—	+4.66%
1986	+33.70%	—	—	+37.99%	—	—	+43.11%
1985	+40.34%	—	—	+41.27%	—	—	+33.84%
1984	+34.33%	—	—	+22.27%	—	—	+31.90%
1983	−7.12%	—	—	+8.39%	—	—	−4.45%
1982	—	—	—	+60.05%	—	—	—
1981	—	—	—	+11.34%	—	—	—
1980	—	—	—	+3.39%	—	—	—
1979	—	—	—	−17.20%	—	—	—
1978	—	—	—	+22.82%	—	—	—
1977	—	—	—	−1.82%	—	—	—
1976	—	—	—	−0.80%	—	—	—
1975	—	—	—	+59.58%	—	—	—
1974	—	—	—	−56.93%	—	—	—
1973	—	—	—	−13.71%	—	—	—
1972	—	—	—	+23.18%	—	—	—
1971	—	—	—	+46.26%	—	—	—
1970	—	—	—	+4.47%	—	—	—
1969	—	—	—	+15.04%	—	—	—
1968	—	—	—	+7.98%	—	—	—
1967	—	—	—	+47.79%	—	—	—
1966	—	—	—	+4.28%	—	—	—
1965	—	—	—	+22.22%	—	—	—
1964	—	—	—	+21.62%	—	—	—
1963	—	—	—	+35.56%	—	—	—
1962	—	—	—	−15.48%	—	—	—

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Drawdowns

Thu 2014-06-12? to Fri 2025-07-18	Current Drawdown	Worst Drawdown
VZ ×	−12.22%	−41.21% 2023-10-13
Verizon Communications Inc NYSE Common Stock
VYM ×	−0.82%	−35.21% 2020-03-23
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD ×	−5.90%	−33.37% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
KO ×	−4.81%	−36.99% 2020-03-23
The Coca-Cola Company NYSE Common Stock
O ×	−11.61%	−48.28% 2020-03-18
Realty Income Corporation NYSE Common Stock
DGRO ×	−0.74%	−35.10% 2020-03-23
iShares Core Dividend Growth ETF Exchange-Traded Fund
T ×	−5.98%	−39.43% 2023-07-18
AT&T Inc NYSE Common Stock