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