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 2025-08-07 YTD
Return
TRR
Price
O
×
+8.35%
2025-08-07
22.37 TRR
2025-08-07
Realty Income Corporation NYSE Common Stock
SCHD
×
−2.66%
2025-08-07
3.462 TRR
2025-08-07
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VNQ
×
+0.35%
2025-08-07
2.603 TRR
2025-08-07
Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund

Returns

Thu 2011-10-20? to Thu 2025-08-07 Overall
Return
Exponential
Trendline
O
×
+143.14%
+6.65%/yr
+5.73%/yr
(R2=0.647)
Realty Income Corporation NYSE Common Stock
SCHD
×
+246.19%
+9.42%/yr
+9.46%/yr
(R2=0.947)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VNQ
×
+103.35%
+5.28%/yr
+3.95%/yr
(R2=0.636)
Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Thu 2025-08-07 Start
Value
End
Value
O
×
$10,000.00
2011-10-20
$24,314.31
2025-08-07
Realty Income Corporation NYSE Common Stock
SCHD
×
$10,000.00
2011-10-20
$34,618.87
2025-08-07
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VNQ
×
$10,000.00
2011-10-20
$20,335.14
2025-08-07
Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund

Annual Returns

Year O SCHD VNQ
2025 (YTD) +8.35% −2.66% +0.35%
2024 −4.86% +8.53% +1.88%
2023 −7.64% +1.16% +8.23%
2022 −13.00% −9.11% −30.73%
2021 +15.93% +21.32% +31.30%
2020 −12.65% +13.50% −5.89%
2019 +18.57% +24.46% +26.04%
2018 +13.78% −7.38% −7.78%
2017 +1.53% +18.35% +2.72%
2016 +13.45% +14.09% +6.37%
2015 +12.54% −1.00% +1.69%
2014 +33.33% +10.85% +29.41%
2013 −3.73% +30.91% +0.80%
2012 +18.25% +9.50% +15.63%
2011 +4.44% +5.72% +5.50%
2010 +37.23% +26.48%
2009 +17.62% +26.67%
2008 −8.26% −37.04%
2007 −0.84% −19.80%
2006 +32.70% +31.95%
2005 −12.38% +8.24%
2004 +29.67% +15.74%
2003 +19.35%
2002 +24.51%
2001 +26.19%
2000 +28.37%
1999 −11.49%
1998 +3.91%
1997 +12.84%
1996 +11.03%
1995 +42.63%
1994 +9.84%

Drawdowns

Thu 2011-10-20? to Thu 2025-08-07 Current
Drawdown
Worst
Drawdown
O
×
−24.87% −48.26%
2020-03-18
Realty Income Corporation NYSE Common Stock
SCHD
×
−9.14% −33.55%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VNQ
×
−23.36% −42.38%
2020-03-23
Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund