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 Thu 2025-06-26 YTD
Return
TRR
Price
O
×
+8.01%
2025-06-26
22.31 TRR
2025-06-26
Realty Income Corporation NYSE Common Stock
SCHD
×
−3.55%
2025-06-26
3.431 TRR
2025-06-26
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VNQ
×
−1.88%
2025-06-26
2.545 TRR
2025-06-26
Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund

Returns

Thu 2011-10-20? to Thu 2025-06-26 Overall
Return
Exponential
Trendline
O
×
+142.48%
+6.69%/yr
+5.81%/yr
(R2=0.651)
Realty Income Corporation NYSE Common Stock
SCHD
×
+243.08%
+9.43%/yr
+9.52%/yr
(R2=0.948)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VNQ
×
+98.85%
+5.15%/yr
+3.99%/yr
(R2=0.637)
Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Thu 2025-06-26 Start
Value
End
Value
O
×
$10,000.00
2011-10-20
$24,247.56
2025-06-26
Realty Income Corporation NYSE Common Stock
SCHD
×
$10,000.00
2011-10-20
$34,308.37
2025-06-26
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VNQ
×
$10,000.00
2011-10-20
$19,885.11
2025-06-26
Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund

Annual Returns

Year O SCHD VNQ
2025 (YTD) +8.01% −3.55% −1.88%
2024 −4.85% +8.57% +1.88%
2023 −7.63% +1.12% +8.22%
2022 −12.99% −9.12% −30.73%
2021 +15.94% +21.33% +31.30%
2020 −12.66% +13.51% −5.90%
2019 +18.56% +24.44% +26.03%
2018 +13.76% −7.35% −7.78%
2017 +1.54% +18.37% +2.72%
2016 +13.45% +14.07% +6.38%
2015 +12.55% −1.01% +1.68%
2014 +33.34% +10.81% +29.42%
2013 −3.74% +30.95% +0.80%
2012 +18.24% +9.49% +15.63%
2011 +4.46% +5.72% +5.50%
2010 +37.21% +26.51%
2009 +17.67% +26.67%
2008 −8.34% −37.04%
2007 −0.77% −19.80%
2006 +32.70% +31.98%
2005 −12.39% +8.22%
2004 +29.60% +15.74%
2003 +19.40%
2002 +24.51%
2001 +26.18%
2000 +28.38%
1999 −11.49%
1998 +3.91%
1997 +12.84%
1996 +11.03%
1995 +42.63%
1994 +9.87%

Drawdowns

Thu 2011-10-20? to Thu 2025-06-26 Current
Drawdown
Worst
Drawdown
O
×
−25.10% −48.25%
2020-03-18
Realty Income Corporation NYSE Common Stock
SCHD
×
−9.96% −33.51%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VNQ
×
−25.06% −42.38%
2020-03-23
Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund