All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2011-10-20? to Fri 2025-08-29 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
O × |
+11.41%
2025-08-29 |
23.01 TRR
2025-08-29 |
||||
Realty Income Corporation NYSE Common Stock | ||||||
SCHD × |
+1.53%
2025-08-29 |
3.611 TRR
2025-08-29 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VNQ × |
+2.99%
2025-08-29 |
2.671 TRR
2025-08-29 |
||||
Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Fri 2025-08-29 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
O × |
+150.04%
+6.84%/yr |
+5.69%/yr
(R2=0.645) |
||||
Realty Income Corporation NYSE Common Stock | ||||||
SCHD × |
+261.05%
+9.71%/yr |
+9.44%/yr
(R2=0.947) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VNQ × |
+108.74%
+5.45%/yr |
+3.93%/yr
(R2=0.636) |
||||
Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Fri 2025-08-29 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
O × |
$10,000.00
2011-10-20 |
$25,004.26
2025-08-29 |
||||
Realty Income Corporation NYSE Common Stock | ||||||
SCHD × |
$10,000.00
2011-10-20 |
$36,105.00
2025-08-29 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VNQ × |
$10,000.00
2011-10-20 |
$20,873.50
2025-08-29 |
||||
Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund | ||||||
Year | O | SCHD | VNQ |
---|---|---|---|
2025 (YTD) | +11.41% | +1.53% | +2.99% |
2024 | −4.85% | +8.52% | +1.87% |
2023 | −7.63% | +1.16% | +8.24% |
2022 | −13.00% | −9.14% | −30.73% |
2021 | +15.93% | +21.35% | +31.29% |
2020 | −12.65% | +13.49% | −5.89% |
2019 | +18.55% | +24.43% | +26.03% |
2018 | +13.78% | −7.32% | −7.78% |
2017 | +1.55% | +18.34% | +2.72% |
2016 | +13.44% | +14.07% | +6.38% |
2015 | +12.55% | −1.00% | +1.69% |
2014 | +33.34% | +10.84% | +29.41% |
2013 | −3.76% | +30.92% | +0.80% |
2012 | +18.28% | +9.49% | +15.62% |
2011 | +4.44% | +5.73% | +5.50% |
2010 | +37.26% | — | +26.51% |
2009 | +17.61% | — | +26.68% |
2008 | −8.31% | — | −37.05% |
2007 | −0.78% | — | −19.80% |
2006 | +32.67% | — | +31.98% |
2005 | −12.37% | — | +8.21% |
2004 | +29.64% | — | +15.75% |
2003 | +19.35% | — | — |
2002 | +24.51% | — | — |
2001 | +26.19% | — | — |
2000 | +28.37% | — | — |
1999 | −11.50% | — | — |
1998 | +3.91% | — | — |
1997 | +12.85% | — | — |
1996 | +11.02% | — | — |
1995 | +42.62% | — | — |
1994 | +9.87% | — | — |
Thu 2011-10-20? to Fri 2025-08-29 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
O × | −22.75% |
−48.25%
2020-03-18 |
||||
Realty Income Corporation NYSE Common Stock | ||||||
SCHD × | −5.23% |
−33.48%
2020-03-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VNQ × | −21.34% |
−42.38%
2020-03-23 |
||||
Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund | ||||||