DGRO,SCHD,O,SCHG: 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
SCHG ×	+2.58% 2025-02-07	7.023 TRR 2025-02-07
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

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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
SCHG ×	+291.11% +13.65%/yr	+12.92%/yr (R2=0.906)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

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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
SCHG ×	$10,000.00 2014-06-12	$39,111.29 2025-02-07
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

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Annual Returns

Year	DGRO	SCHD	O	SCHG
2025 (YTD)	+3.27%	+0.99%	+2.02%	+2.58%
2024	+13.35%	+8.55%	−4.84%	+31.21%
2023	+6.89%	+1.16%	−7.64%	+45.16%
2022	−13.50%	−9.14%	−12.99%	−35.92%
2021	+18.32%	+21.33%	+15.81%	+19.70%
2020	+8.03%	+13.48%	−12.78%	+37.30%
2019	+26.98%	+24.45%	+18.56%	+32.89%
2018	−4.21%	−7.34%	+13.79%	−3.14%
2017	+20.48%	+18.33%	+1.54%	+25.36%
2016	+12.85%	+14.13%	+13.44%	+4.65%
2015	−1.42%	−1.08%	+12.55%	+2.50%
2014	+10.08%	+10.87%	+33.34%	+14.93%
2013	—	+30.93%	−3.76%	+32.05%
2012	—	+9.49%	+18.28%	+14.89%
2011	—	+5.72%	+4.40%	−3.59%
2010	—	—	+37.29%	+15.11%
2009	—	—	+17.67%	+2.82%
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%	—

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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
SCHG ×	−2.64%	−38.91% 2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund