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

Total Real Returns

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

Thu 2011-10-20? to Thu 2025-04-17 YTD
Return
TRR
Price
O
×
+9.73%
2025-04-17
23.37 TRR
2025-04-17
Realty Income Corporation NYSE Common Stock
SCHD
×
−7.46%
2025-04-17
3.291 TRR
2025-04-17
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
−6.02%
2025-04-17
2.665 TRR
2025-04-17
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

Returns

Thu 2011-10-20? to Thu 2025-04-17 Overall
Return
Exponential
Trendline
O
×
+154.01%
+7.15%/yr
+6.23%/yr
(R2=0.691)
Realty Income Corporation NYSE Common Stock
SCHD
×
+229.15%
+9.23%/yr
+9.63%/yr
(R2=0.950)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
+203.24%
+8.57%/yr
+7.77%/yr
(R2=0.927)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Thu 2025-04-17 Start
Value
End
Value
O
×
$10,000.00
2011-10-20
$25,400.70
2025-04-17
Realty Income Corporation NYSE Common Stock
SCHD
×
$10,000.00
2011-10-20
$32,914.67
2025-04-17
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
$10,000.00
2011-10-20
$30,323.71
2025-04-17
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

Annual Returns

Year O SCHD VYM
2025 (YTD) +9.73% −7.46% −6.02%
2024 −4.85% +8.53% +14.30%
2023 −7.64% +1.16% +3.14%
2022 −13.00% −9.12% −6.49%
2021 +19.55% +21.33% +17.90%
2020 −12.66% +13.45% −0.22%
2019 +18.58% +24.46% +21.30%
2018 +13.78% −7.32% −7.68%
2017 +1.52% +18.36% +14.01%
2016 +13.44% +14.10% +14.66%
2015 +12.56% −1.00% −0.46%
2014 +33.35% +10.85% +12.69%
2013 −3.74% +30.87% +28.17%
2012 +18.26% +9.49% +10.77%
2011 +4.41% +5.72% +7.37%
2010 +37.26% +12.53%
2009 +17.61% +14.06%
2008 −8.26% −31.97%
2007 −0.80% −2.62%
2006 +32.71% +2.73%
2005 −12.44%
2004 +29.68%
2003 +19.36%
2002 +24.52%
2001 +26.19%
2000 +28.38%
1999 −11.51%
1998 +3.92%
1997 +12.85%
1996 +11.02%
1995 +42.63%
1994 +9.86%

Drawdowns

Thu 2011-10-20? to Thu 2025-04-17 Current
Drawdown
Worst
Drawdown
O
×
−21.54% −48.24%
2020-03-18
Realty Income Corporation NYSE Common Stock
SCHD
×
−13.60% −33.51%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
−10.37% −35.39%
2020-03-23
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund