All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2014-06-12? to Fri 2025-02-07 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
DGRO × |
+3.27%
2025-02-07 |
2.472 TRR
2025-02-07 |
||||
iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
SCHD × |
+0.99%
2025-02-07 |
3.577 TRR
2025-02-07 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
O × |
+2.02%
2025-02-07 |
21.02 TRR
2025-02-07 |
||||
Realty Income Corporation NYSE Common Stock | ||||||
Thu 2014-06-12? to Fri 2025-02-07 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
DGRO × |
+147.23%
+8.86%/yr |
+8.77%/yr
(R2=0.923) |
||||
iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
SCHD × |
+131.29%
+8.18%/yr |
+8.93%/yr
(R2=0.915) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
O × |
+56.96%
+4.32%/yr |
+3.68%/yr
(R2=0.376) |
||||
Realty Income Corporation NYSE Common Stock | ||||||
Thu 2014-06-12? to Fri 2025-02-07 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
DGRO × |
$10,000.00
2014-06-12 |
$24,722.66
2025-02-07 |
||||
iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
SCHD × |
$10,000.00
2014-06-12 |
$23,129.19
2025-02-07 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
O × |
$10,000.00
2014-06-12 |
$15,696.06
2025-02-07 |
||||
Realty Income Corporation NYSE Common Stock | ||||||
Year | DGRO | SCHD | O |
---|---|---|---|
2025 (YTD) | +3.27% | +0.99% | +2.02% |
2024 | +13.35% | +8.55% | −4.84% |
2023 | +6.89% | +1.16% | −7.64% |
2022 | −13.50% | −9.14% | −12.99% |
2021 | +18.32% | +21.33% | +15.81% |
2020 | +8.03% | +13.48% | −12.78% |
2019 | +26.98% | +24.45% | +18.56% |
2018 | −4.21% | −7.34% | +13.79% |
2017 | +20.48% | +18.33% | +1.54% |
2016 | +12.85% | +14.13% | +13.44% |
2015 | −1.42% | −1.08% | +12.55% |
2014 | +10.08% | +10.87% | +33.34% |
2013 | — | +30.93% | −3.76% |
2012 | — | +9.49% | +18.28% |
2011 | — | +5.72% | +4.40% |
2010 | — | — | +37.29% |
2009 | — | — | +17.67% |
2008 | — | — | −8.31% |
2007 | — | — | −0.83% |
2006 | — | — | +32.73% |
2005 | — | — | −12.41% |
2004 | — | — | +29.67% |
2003 | — | — | +19.35% |
2002 | — | — | +24.52% |
2001 | — | — | +26.17% |
2000 | — | — | +28.37% |
1999 | — | — | −11.50% |
1998 | — | — | +3.92% |
1997 | — | — | +12.86% |
1996 | — | — | +11.00% |
1995 | — | — | +42.63% |
1994 | — | — | +9.86% |
Thu 2014-06-12? to Fri 2025-02-07 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
DGRO × | −2.30% |
−35.10%
2020-03-23 |
||||
iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
SCHD × | −6.10% |
−33.50%
2020-03-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
O × | −29.41% |
−48.26%
2020-03-18 |
||||
Realty Income Corporation NYSE Common Stock | ||||||