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 Mon 2025-10-27 YTD
Return
TRR
Price
O
×
+14.94%
2025-10-27
23.73 TRR
2025-10-27
Realty Income Corporation NYSE Common Stock
SCHD
×
−0.99%
2025-10-27
3.521 TRR
2025-10-27
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VNQ
×
+3.90%
2025-10-27
2.695 TRR
2025-10-27
Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund

Returns

Thu 2011-10-20? to Mon 2025-10-27 Overall
Return
Exponential
Trendline
O
×
+158.01%
+6.99%/yr
+5.60%/yr
(R2=0.644)
Realty Income Corporation NYSE Common Stock
SCHD
×
+252.12%
+9.39%/yr
+9.36%/yr
(R2=0.947)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VNQ
×
+110.56%
+5.45%/yr
+3.88%/yr
(R2=0.636)
Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Mon 2025-10-27 Start
Value
End
Value
O
×
$10,000.00
2011-10-20
$25,800.94
2025-10-27
Realty Income Corporation NYSE Common Stock
SCHD
×
$10,000.00
2011-10-20
$35,211.63
2025-10-27
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VNQ
×
$10,000.00
2011-10-20
$21,056.34
2025-10-27
Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund

Annual Returns

Year O SCHD VNQ
2025 (YTD) +14.94% −0.99% +3.90%
2024 −4.85% +8.52% +1.88%
2023 −7.64% +1.16% +8.22%
2022 −12.99% −9.14% −30.73%
2021 +15.94% +21.34% +31.29%
2020 −12.66% +13.49% −5.89%
2019 +18.55% +24.47% +26.02%
2018 +13.79% −7.35% −7.78%
2017 +1.53% +18.34% +2.73%
2016 +13.44% +14.05% +6.37%
2015 +12.55% −1.00% +1.69%
2014 +33.32% +10.88% +29.42%
2013 −3.74% +30.89% +0.78%
2012 +18.26% +9.49% +15.64%
2011 +4.45% +5.73% +5.50%
2010 +37.22% +26.51%
2009 +17.68% +26.65%
2008 −8.34% −37.03%
2007 −0.78% −19.81%
2006 +32.72% +31.96%
2005 −12.41% +8.21%
2004 +29.66% +15.76%
2003 +19.35%
2002 +24.52%
2001 +26.18%
2000 +28.38%
1999 −11.50%
1998 +3.92%
1997 +12.83%
1996 +11.04%
1995 +42.65%
1994 +9.82%

Drawdowns

Thu 2011-10-20? to Mon 2025-10-27 Current
Drawdown
Worst
Drawdown
O
×
−20.30% −48.24%
2020-03-18
Realty Income Corporation NYSE Common Stock
SCHD
×
−7.57% −33.51%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VNQ
×
−20.64% −42.38%
2020-03-23
Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund