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

Total Real Returns

O,SCHD,VNQ: 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
VNQ
×
−5.80%
2025-04-04
2.443 TRR
2025-04-04
Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund

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
VNQ
×
+90.93%
+4.92%/yr
+4.10%/yr
(R2=0.643)
Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund

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
VNQ
×
$10,000.00
2011-10-20
$19,092.97
2025-04-04
Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund

Annual Returns

Year O SCHD VNQ
2025 (YTD) +3.84% −7.91% −5.80%
2024 −4.85% +8.54% +1.87%
2023 −7.64% +1.16% +8.23%
2022 −13.00% −9.12% −30.73%
2021 +19.55% +21.30% +31.29%
2020 −12.66% +13.51% −5.89%
2019 +18.55% +24.41% +26.04%
2018 +13.79% −7.33% −7.79%
2017 +1.54% +18.37% +2.74%
2016 +13.43% +14.11% +6.37%
2015 +12.54% −1.00% +1.69%
2014 +33.37% +10.77% +29.42%
2013 −3.74% +30.96% +0.78%
2012 +18.28% +9.49% +15.63%
2011 +4.42% +5.73% +5.51%
2010 +37.30% +26.48%
2009 +17.55% +26.70%
2008 −8.27% −37.04%
2007 −0.80% −19.80%
2006 +32.74% +31.94%
2005 −12.45% +8.22%
2004 +29.70% +15.76%
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%

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
VNQ
×
−28.05% −42.38%
2020-03-23
Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund