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 Tue 2025-08-26 YTD
Return
TRR
Price
O
×
+10.24%
2025-08-26
22.77 TRR
2025-08-26
Realty Income Corporation NYSE Common Stock
SCHD
×
+0.91%
2025-08-26
3.589 TRR
2025-08-26
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
+7.38%
2025-08-26
3.045 TRR
2025-08-26
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

Returns

Thu 2011-10-20? to Tue 2025-08-26 Overall
Return
Exponential
Trendline
O
×
+147.47%
+6.76%/yr
+5.69%/yr
(R2=0.646)
Realty Income Corporation NYSE Common Stock
SCHD
×
+258.90%
+9.66%/yr
+9.44%/yr
(R2=0.947)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
+246.45%
+9.39%/yr
+7.73%/yr
(R2=0.931)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Tue 2025-08-26 Start
Value
End
Value
O
×
$10,000.00
2011-10-20
$24,746.70
2025-08-26
Realty Income Corporation NYSE Common Stock
SCHD
×
$10,000.00
2011-10-20
$35,889.81
2025-08-26
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
$10,000.00
2011-10-20
$34,645.18
2025-08-26
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

Annual Returns

Year O SCHD VYM
2025 (YTD) +10.24% +0.91% +7.38%
2024 −4.85% +8.52% +14.30%
2023 −7.63% +1.16% +3.14%
2022 −12.99% −9.11% −6.50%
2021 +15.92% +21.30% +17.91%
2020 −12.66% +13.49% −0.22%
2019 +18.58% +24.43% +21.29%
2018 +13.77% −7.32% −7.68%
2017 +1.55% +18.34% +14.01%
2016 +13.44% +14.07% +14.66%
2015 +12.53% −1.00% −0.45%
2014 +33.34% +10.84% +12.70%
2013 −3.72% +30.95% +28.15%
2012 +18.24% +9.49% +10.77%
2011 +4.44% +5.72% +7.37%
2010 +37.26% +12.53%
2009 +17.61% +14.07%
2008 −8.26% −31.98%
2007 −0.84% −2.61%
2006 +32.78% +2.75%
2005 −12.44%
2004 +29.64%
2003 +19.38%
2002 +24.50%
2001 +26.19%
2000 +28.37%
1999 −11.50%
1998 +3.93%
1997 +12.83%
1996 +11.02%
1995 +42.64%
1994 +9.87%

Drawdowns

Thu 2011-10-20? to Tue 2025-08-26 Current
Drawdown
Worst
Drawdown
O
×
−23.55% −48.25%
2020-03-18
Realty Income Corporation NYSE Common Stock
SCHD
×
−5.80% −33.53%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
−0.40% −35.40%
2020-03-23
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund