All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2019-11-07 to Fri 2025-07-11 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| O × |
+8.34%
2025-07-11 |
22.37 TRR
2025-07-11 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| SCHD × |
−0.18%
2025-07-11 |
3.55 TRR
2025-07-11 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VTI × |
+4.42%
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 | ||||||
| Thu 2019-11-07 to Fri 2025-07-11 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| O × |
−19.80%
−3.81%/yr |
−2.63%/yr
(R2=0.171) |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| SCHD × |
+41.02%
+6.24%/yr |
+5.80%/yr
(R2=0.477) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VTI × |
+70.78%
+9.89%/yr |
+7.21%/yr
(R2=0.511) |
||||
| Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund | ||||||
| QYLD × |
+14.77%
+2.46%/yr |
+1.49%/yr
(R2=0.071) |
||||
| Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund | ||||||
| Thu 2019-11-07 to Fri 2025-07-11 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| O × |
$10,000.00
2019-11-07 |
$8,020.20
2025-07-11 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| SCHD × |
$10,000.00
2019-11-07 |
$14,102.17
2025-07-11 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VTI × |
$10,000.00
2019-11-07 |
$17,077.54
2025-07-11 |
||||
| Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund | ||||||
| QYLD × |
$10,000.00
2019-11-07 |
$11,477.43
2025-07-11 |
||||
| Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund | ||||||
| Year | O | SCHD | VTI | QYLD |
|---|---|---|---|---|
| 2025 (YTD) | +8.34% | −0.18% | +4.42% | −4.28% |
| 2024 | −4.85% | +8.52% | +20.34% | +16.02% |
| 2023 | −7.64% | +1.16% | +21.96% | +18.79% |
| 2022 | −13.00% | −9.14% | −24.41% | −23.97% |
| 2021 | +15.94% | +21.35% | +17.42% | +3.14% |
| 2020 | −12.66% | +13.50% | +19.45% | +7.28% |
| 2019 | +18.56% | +24.41% | +27.74% | +19.90% |
| 2018 | +13.78% | −7.29% | −7.00% | −4.83% |
| 2017 | +1.55% | +18.36% | +18.70% | +16.33% |
| 2016 | +13.43% | +14.06% | +10.53% | +2.61% |
| 2015 | +12.55% | −1.01% | −0.38% | +6.42% |
| 2014 | +33.37% | +10.80% | +11.70% | +3.47% |
| 2013 | −3.75% | +30.93% | +31.47% | +1.97% |
| 2012 | +18.27% | +9.50% | +14.46% | — |
| 2011 | +4.43% | +5.73% | −1.94% | — |
| 2010 | +37.24% | — | +15.71% | — |
| 2009 | +17.60% | — | +25.47% | — |
| 2008 | −8.25% | — | −37.04% | — |
| 2007 | −0.84% | — | +1.23% | — |
| 2006 | +32.75% | — | +12.84% | — |
| 2005 | −12.43% | — | +2.79% | — |
| 2004 | +29.61% | — | +9.23% | — |
| 2003 | +19.41% | — | +28.33% | — |
| 2002 | +24.52% | — | −22.33% | — |
| 2001 | +26.17% | — | −6.76% | — |
| 2000 | +28.38% | — | — | — |
| 1999 | −11.49% | — | — | — |
| 1998 | +3.93% | — | — | — |
| 1997 | +12.82% | — | — | — |
| 1996 | +11.04% | — | — | — |
| 1995 | +42.61% | — | — | — |
| 1994 | +9.86% | — | — | — |
| Thu 2019-11-07 to Fri 2025-07-11 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| O × | −24.88% |
−48.26%
2020-03-18 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| SCHD × | −6.82% |
−33.48%
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 | ||||||