O,SCHD: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2011-10-20? to Fri 2025-04-04	YTD Return	TRR Price
O ×	+3.84% 2025-04-04	22.11 TRR 2025-04-04
Realty Income Corporation NYSE Common Stock
SCHD ×	−7.91% 2025-04-04	3.275 TRR 2025-04-04
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Returns

Thu 2011-10-20? to Fri 2025-04-04	Overall Return	Exponential Trendline
O ×	+140.31% +6.73%/yr	+6.26%/yr (R2=0.693)
Realty Income Corporation NYSE Common Stock
SCHD ×	+227.55% +9.22%/yr	+9.66%/yr (R2=0.950)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2011-10-20? to Fri 2025-04-04	Start Value	End Value
O ×	$10,000.00 2011-10-20	$24,030.50 2025-04-04
Realty Income Corporation NYSE Common Stock
SCHD ×	$10,000.00 2011-10-20	$32,754.60 2025-04-04
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Annual Returns

Year	O	SCHD
2025 (YTD)	+3.84%	−7.91%
2024	−4.85%	+8.54%
2023	−7.64%	+1.16%
2022	−13.00%	−9.12%
2021	+19.55%	+21.30%
2020	−12.66%	+13.51%
2019	+18.55%	+24.41%
2018	+13.79%	−7.33%
2017	+1.54%	+18.37%
2016	+13.43%	+14.11%
2015	+12.54%	−1.00%
2014	+33.37%	+10.77%
2013	−3.74%	+30.96%
2012	+18.28%	+9.49%
2011	+4.42%	+5.73%
2010	+37.30%	—
2009	+17.55%	—
2008	−8.27%	—
2007	−0.80%	—
2006	+32.74%	—
2005	−12.45%	—
2004	+29.70%	—
2003	+19.34%	—
2002	+24.51%	—
2001	+26.19%	—
2000	+28.38%	—
1999	−11.50%	—
1998	+3.90%	—
1997	+12.86%	—
1996	+11.00%	—
1995	+42.66%	—
1994	+9.86%	—

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Drawdowns

Thu 2011-10-20? to Fri 2025-04-04	Current Drawdown	Worst Drawdown
O ×	−25.75%	−48.25% 2020-03-18
Realty Income Corporation NYSE Common Stock
SCHD ×	−14.01%	−33.50% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund