All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Wed 2020-03-25 to Fri 2025-04-04 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| O × |
+3.84%
2025-04-04 |
22.11 TRR
2025-04-04 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| SCHD × |
−7.91%
2025-04-04 |
3.275 TRR
2025-04-04 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VNQ × |
−5.80%
2025-04-04 |
2.443 TRR
2025-04-04 |
||||
| Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund | ||||||
Date | -- |
|---|---|
O | -- |
O (Trendline) | -- |
SCHD | -- |
SCHD (Trendline) | -- |
VNQ | -- |
VNQ (Trendline) | -- |
| Wed 2020-03-25 to Fri 2025-04-04 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| O × |
+11.82%
+2.25%/yr |
−1.32%/yr
(R2=0.040) |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| SCHD × |
+71.04%
+11.27%/yr |
+5.46%/yr
(R2=0.400) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VNQ × |
+25.82%
+4.68%/yr |
−1.30%/yr
(R2=0.027) |
||||
| Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Wed 2020-03-25 to Fri 2025-04-04 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| O × |
$10,000.00
2020-03-25 |
$11,182.08
2025-04-04 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| SCHD × |
$10,000.00
2020-03-25 |
$17,104.19
2025-04-04 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VNQ × |
$10,000.00
2020-03-25 |
$12,582.19
2025-04-04 |
||||
| Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Year | O | SCHD | VNQ |
|---|---|---|---|
| 2025 (YTD) | +3.84% | −7.91% | −5.80% |
| 2024 | −4.85% | +8.54% | +1.87% |
| 2023 | −7.64% | +1.16% | +8.23% |
| 2022 | −13.00% | −9.12% | −30.73% |
| 2021 | +19.55% | +21.30% | +31.29% |
| 2020 | −12.66% | +13.51% | −5.89% |
| 2019 | +18.55% | +24.41% | +26.04% |
| 2018 | +13.79% | −7.33% | −7.79% |
| 2017 | +1.54% | +18.37% | +2.74% |
| 2016 | +13.43% | +14.11% | +6.37% |
| 2015 | +12.54% | −1.00% | +1.69% |
| 2014 | +33.37% | +10.77% | +29.42% |
| 2013 | −3.74% | +30.96% | +0.78% |
| 2012 | +18.28% | +9.49% | +15.63% |
| 2011 | +4.42% | +5.73% | +5.51% |
| 2010 | +37.30% | — | +26.48% |
| 2009 | +17.55% | — | +26.70% |
| 2008 | −8.27% | — | −37.04% |
| 2007 | −0.80% | — | −19.80% |
| 2006 | +32.74% | — | +31.94% |
| 2005 | −12.45% | — | +8.22% |
| 2004 | +29.70% | — | +15.76% |
| 2003 | +19.34% | — | — |
| 2002 | +24.51% | — | — |
| 2001 | +26.19% | — | — |
| 2000 | +28.38% | — | — |
| 1999 | −11.50% | — | — |
| 1998 | +3.90% | — | — |
| 1997 | +12.86% | — | — |
| 1996 | +11.00% | — | — |
| 1995 | +42.66% | — | — |
| 1994 | +9.86% | — | — |
Date | -- |
|---|---|
O | -- |
SCHD | -- |
VNQ | -- |
| Wed 2020-03-25 to Fri 2025-04-04 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| O × | −22.33% |
−37.83%
2023-10-30 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| SCHD × | −14.01% |
−21.65%
2022-09-30 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VNQ × | −28.05% |
−40.63%
2023-10-25 |
||||
| Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund | ||||||