All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

O,SCHD,VTI,QYLD: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2013-12-12? to Fri 2025-07-11 YTD
Return
TRR
Price
O
×
+11.24%
2025-07-11
22.37 TRR
2025-07-11
Realty Income Corporation NYSE Common Stock
SCHD
×
−0.29%
2025-07-11
3.55 TRR
2025-07-11
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VTI
×
+4.63%
2025-07-11
4.531 TRR
2025-07-11
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
QYLD
×
−4.28%
2025-07-11
1.698 TRR
2025-07-11
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Returns

Thu 2013-12-12? to Fri 2025-07-11 Overall
Return
Exponential
Trendline
O
×
+97.34%
+6.05%/yr
+4.07%/yr
(R2=0.434)
Realty Income Corporation NYSE Common Stock
SCHD
×
+143.24%
+7.98%/yr
+8.70%/yr
(R2=0.923)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VTI
×
+194.03%
+9.76%/yr
+9.16%/yr
(R2=0.918)
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
QYLD
×
+69.75%
+4.68%/yr
+4.50%/yr
(R2=0.766)
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2013-12-12? to Fri 2025-07-11 Start
Value
End
Value
O
×
$10,000.00
2013-12-12
$19,734.21
2025-07-11
Realty Income Corporation NYSE Common Stock
SCHD
×
$10,000.00
2013-12-12
$24,323.84
2025-07-11
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VTI
×
$10,000.00
2013-12-12
$29,402.53
2025-07-11
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
QYLD
×
$10,000.00
2013-12-12
$16,975.21
2025-07-11
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year O SCHD VTI QYLD
2025 (YTD) +11.24% −0.29% +4.63% −4.28%
2024 −4.85% +8.56% +20.34% +16.02%
2023 −7.64% +1.12% +21.96% +18.79%
2022 −13.00% −9.11% −24.41% −23.97%
2021 +15.94% +21.30% +17.42% +3.14%
2020 −12.66% +13.49% +19.45% +7.28%
2019 +18.56% +24.47% +27.75% +19.90%
2018 +13.77% −7.35% −7.01% −4.83%
2017 +1.55% +18.34% +18.71% +16.33%
2016 +13.43% +14.14% +10.52% +2.61%
2015 +12.54% −1.08% −0.37% +6.42%
2014 +33.36% +10.88% +11.70% +3.47%
2013 −3.75% +30.90% +31.48% +1.97%
2012 +18.26% +9.49% +14.46%
2011 +4.43% +5.73% −1.95%
2010 +37.30% +15.70%
2009 +17.60% +25.48%
2008 −8.31% −37.04%
2007 −0.78% +1.23%
2006 +32.75% +12.86%
2005 −12.43% +2.78%
2004 +29.61% +9.22%
2003 +19.39% +28.34%
2002 +24.53% −22.33%
2001 +26.17% −6.77%
2000 +28.37%
1999 −11.49%
1998 +3.93%
1997 +12.85%
1996 +11.01%
1995 +42.64%
1994 +9.82%

Drawdowns

Thu 2013-12-12? to Fri 2025-07-11 Current
Drawdown
Worst
Drawdown
O
×
−24.88% −48.25%
2020-03-18
Realty Income Corporation NYSE Common Stock
SCHD
×
−6.82% −33.51%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VTI
×
−0.43% −34.96%
2020-03-23
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
QYLD
×
−7.55% −29.61%
2022-10-14
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund