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 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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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