All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

DGRO,SCHD,O: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2014-06-12? to Mon 2024-11-04 YTD
Return
TRR
Price
DGRO
×
+14.47%
2024-11-04
2.406 TRR
2024-11-04
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD
×
+11.56%
2024-11-04
3.623 TRR
2024-11-04
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
+5.01%
2024-11-04
22.37 TRR
2024-11-04
Realty Income Corporation NYSE Common Stock

Returns

Thu 2014-06-12? to Mon 2024-11-04 Overall
Return
Exponential
Trendline
DGRO
×
+140.65%
+8.81%/yr
+8.77%/yr
(R2=0.918)
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD
×
+134.22%
+8.53%/yr
+8.98%/yr
(R2=0.911)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
+69.69%
+5.22%/yr
+3.93%/yr
(R2=0.400)
Realty Income Corporation NYSE Common Stock

Growth of $10,000

Thu 2014-06-12? to Mon 2024-11-04 Start
Value
End
Value
DGRO
×
$10,000.00
2014-06-12
$24,064.57
2024-11-04
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2014-06-12
$23,422.15
2024-11-04
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
$10,000.00
2014-06-12
$16,969.09
2024-11-04
Realty Income Corporation NYSE Common Stock

Annual Returns

Year DGRO SCHD O
2024 (YTD) +14.47% +11.56% +5.01%
2023 +6.90% +1.15% −7.65%
2022 −13.50% −9.14% −12.99%
2021 +18.32% +21.35% +15.80%
2020 +8.02% +13.48% −12.79%
2019 +26.97% +24.46% +18.56%
2018 −4.22% −7.34% +13.76%
2017 +20.45% +18.33% +1.54%
2016 +12.87% +14.10% +13.42%
2015 −1.41% −1.00% +12.56%
2014 +10.07% +10.79% +33.33%
2013 +30.95% −3.74%
2012 +9.49% +18.27%
2011 +5.73% +4.42%
2010 +37.21%
2009 +17.61%
2008 −8.31%
2007 −0.76%
2006 +32.66%
2005 −12.37%
2004 +29.60%
2003 +19.40%
2002 +24.52%
2001 +26.16%
2000 +28.36%
1999 −11.49%
1998 +3.90%
1997 +12.81%
1996 +11.05%
1995 +40.57%
1994 +9.85%

Drawdowns

Thu 2014-06-12? to Mon 2024-11-04 Current
Drawdown
Worst
Drawdown
DGRO
×
−3.28% −35.10%
2020-03-23
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD
×
−2.50% −33.53%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
−23.67% −48.26%
2020-03-18
Realty Income Corporation NYSE Common Stock