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 2025-05-16 YTD
Return
TRR
Price
O
×
+5.99%
2025-05-16
22.57 TRR
2025-05-16
Realty Income Corporation NYSE Common Stock
SCHD
×
−3.45%
2025-05-16
3.434 TRR
2025-05-16
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VNQ
×
+0.66%
2025-05-16
2.611 TRR
2025-05-16
Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund

Returns

Thu 2011-10-20? to Fri 2025-05-16 Overall
Return
Exponential
Trendline
O
×
+145.27%
+6.83%/yr
+6.17%/yr
(R2=0.688)
Realty Income Corporation NYSE Common Stock
SCHD
×
+243.40%
+9.52%/yr
+9.58%/yr
(R2=0.949)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VNQ
×
+103.98%
+5.39%/yr
+4.04%/yr
(R2=0.639)
Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Fri 2025-05-16 Start
Value
End
Value
O
×
$10,000.00
2011-10-20
$24,526.82
2025-05-16
Realty Income Corporation NYSE Common Stock
SCHD
×
$10,000.00
2011-10-20
$34,340.30
2025-05-16
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VNQ
×
$10,000.00
2011-10-20
$20,397.56
2025-05-16
Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund

Annual Returns

Year O SCHD VNQ
2025 (YTD) +5.99% −3.45% +0.66%
2024 −4.86% +8.55% +1.87%
2023 −7.63% +1.16% +8.22%
2022 −13.00% −9.13% −30.73%
2021 +19.53% +21.31% +31.30%
2020 −12.65% +13.46% −5.89%
2019 +18.57% +24.44% +26.04%
2018 +13.78% −7.30% −7.79%
2017 +1.52% +18.38% +2.73%
2016 +13.44% +14.05% +6.37%
2015 +12.55% −1.00% +1.68%
2014 +33.32% +10.82% +29.43%
2013 −3.71% +30.92% +0.78%
2012 +18.25% +9.49% +15.63%
2011 +4.42% +5.73% +5.51%
2010 +37.26% +26.50%
2009 +17.64% +26.67%
2008 −8.33% −37.03%
2007 −0.80% −19.80%
2006 +32.76% +31.94%
2005 −12.39% +8.24%
2004 +29.64% +15.73%
2003 +19.34%
2002 +24.52%
2001 +26.18%
2000 +28.38%
1999 −11.49%
1998 +3.90%
1997 +12.85%
1996 +11.01%
1995 +42.62%
1994 +9.87%

Drawdowns

Thu 2011-10-20? to Fri 2025-05-16 Current
Drawdown
Worst
Drawdown
O
×
−24.22% −48.25%
2020-03-18
Realty Income Corporation NYSE Common Stock
SCHD
×
−9.86% −33.51%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VNQ
×
−23.13% −42.38%
2020-03-23
Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund