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 2025-08-29 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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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