All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2011-10-20? to Thu 2025-04-17 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| O × |
+9.73%
2025-04-17 |
23.37 TRR
2025-04-17 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| MAIN × |
−8.23%
2025-04-17 |
10.18 TRR
2025-04-17 |
||||
| Main Street Capital Corporation NYSE Common Stock | ||||||
| SCHD × |
−7.46%
2025-04-17 |
3.291 TRR
2025-04-17 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
−6.02%
2025-04-17 |
2.665 TRR
2025-04-17 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Thu 2025-04-17 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| O × |
+154.01%
+7.15%/yr |
+6.23%/yr
(R2=0.691) |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| MAIN × |
+512.22%
+14.37%/yr |
+9.89%/yr
(R2=0.876) |
||||
| Main Street Capital Corporation NYSE Common Stock | ||||||
| SCHD × |
+229.15%
+9.23%/yr |
+9.63%/yr
(R2=0.950) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
+203.24%
+8.57%/yr |
+7.77%/yr
(R2=0.927) |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Thu 2025-04-17 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| O × |
$10,000.00
2011-10-20 |
$25,400.70
2025-04-17 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| MAIN × |
$10,000.00
2011-10-20 |
$61,222.15
2025-04-17 |
||||
| Main Street Capital Corporation NYSE Common Stock | ||||||
| SCHD × |
$10,000.00
2011-10-20 |
$32,914.67
2025-04-17 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
$10,000.00
2011-10-20 |
$30,323.71
2025-04-17 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Year | O | MAIN | SCHD | VYM |
|---|---|---|---|---|
| 2025 (YTD) | +9.73% | −8.23% | −7.46% | −6.02% |
| 2024 | −4.85% | +43.20% | +8.53% | +14.30% |
| 2023 | −7.64% | +24.07% | +1.16% | +3.14% |
| 2022 | −13.00% | −16.76% | −9.12% | −6.49% |
| 2021 | +19.55% | +38.57% | +21.33% | +17.90% |
| 2020 | −12.66% | −20.62% | +13.45% | −0.22% |
| 2019 | +18.58% | +33.81% | +24.46% | +21.30% |
| 2018 | +13.78% | −9.99% | −7.32% | −7.68% |
| 2017 | +1.52% | +13.65% | +18.36% | +14.01% |
| 2016 | +13.44% | +34.64% | +14.10% | +14.66% |
| 2015 | +12.56% | +7.79% | −1.00% | −0.46% |
| 2014 | +33.35% | −3.75% | +10.85% | +12.69% |
| 2013 | −3.74% | +15.10% | +30.87% | +28.17% |
| 2012 | +18.26% | +50.88% | +9.49% | +10.77% |
| 2011 | +4.41% | +24.09% | +5.72% | +7.37% |
| 2010 | +37.26% | +22.39% | — | +12.53% |
| 2009 | +17.61% | +79.96% | — | +14.06% |
| 2008 | −8.26% | −20.85% | — | −31.97% |
| 2007 | −0.80% | −5.10% | — | −2.62% |
| 2006 | +32.71% | — | — | +2.73% |
| 2005 | −12.44% | — | — | — |
| 2004 | +29.68% | — | — | — |
| 2003 | +19.36% | — | — | — |
| 2002 | +24.52% | — | — | — |
| 2001 | +26.19% | — | — | — |
| 2000 | +28.38% | — | — | — |
| 1999 | −11.51% | — | — | — |
| 1998 | +3.92% | — | — | — |
| 1997 | +12.85% | — | — | — |
| 1996 | +11.02% | — | — | — |
| 1995 | +42.63% | — | — | — |
| 1994 | +9.86% | — | — | — |
| Thu 2011-10-20? to Thu 2025-04-17 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| O × | −21.54% |
−48.24%
2020-03-18 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| MAIN × | −14.71% |
−64.54%
2020-03-23 |
||||
| Main Street Capital Corporation NYSE Common Stock | ||||||
| SCHD × | −13.60% |
−33.51%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × | −10.37% |
−35.39%
2020-03-23 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||