All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2020-03-26 to Thu 2025-06-05 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| O × |
+5.58%
2025-06-05 |
21.8 TRR
2025-06-05 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| SCHD × |
−4.89%
2025-06-05 |
3.382 TRR
2025-06-05 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
+0.36%
2025-06-05 |
2.846 TRR
2025-06-05 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| VNQ × |
−0.43%
2025-06-05 |
2.583 TRR
2025-06-05 |
||||
| Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Thu 2020-03-26 to Thu 2025-06-05 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| O × |
+2.97%
+0.56%/yr |
−2.07%/yr
(R2=0.107) |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| SCHD × |
+65.49%
+10.18%/yr |
+5.12%/yr
(R2=0.390) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
+69.75%
+10.73%/yr |
+6.34%/yr
(R2=0.605) |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| VNQ × |
+24.22%
+4.26%/yr |
−1.27%/yr
(R2=0.028) |
||||
| Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Thu 2020-03-26 to Thu 2025-06-05 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| O × |
$10,000.00
2020-03-26 |
$10,296.94
2025-06-05 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| SCHD × |
$10,000.00
2020-03-26 |
$16,548.90
2025-06-05 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
$10,000.00
2020-03-26 |
$16,975.37
2025-06-05 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| VNQ × |
$10,000.00
2020-03-26 |
$12,422.22
2025-06-05 |
||||
| Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Year | O | SCHD | VYM | VNQ |
|---|---|---|---|---|
| 2025 (YTD) | +5.58% | −4.89% | +0.36% | −0.43% |
| 2024 | −4.84% | +8.54% | +14.30% | +1.88% |
| 2023 | −7.65% | +1.15% | +3.13% | +8.22% |
| 2022 | −13.00% | −9.15% | −6.49% | −30.73% |
| 2021 | +15.92% | +21.33% | +17.89% | +31.29% |
| 2020 | −12.65% | +13.50% | −0.21% | −5.89% |
| 2019 | +18.56% | +24.41% | +21.29% | +26.03% |
| 2018 | +13.79% | −7.29% | −7.68% | −7.78% |
| 2017 | +1.52% | +18.35% | +14.00% | +2.72% |
| 2016 | +13.44% | +14.03% | +14.67% | +6.38% |
| 2015 | +12.54% | −1.00% | −0.45% | +1.68% |
| 2014 | +33.36% | +10.89% | +12.70% | +29.43% |
| 2013 | −3.75% | +30.88% | +28.15% | +0.78% |
| 2012 | +18.27% | +9.49% | +10.77% | +15.63% |
| 2011 | +4.42% | +5.72% | +7.37% | +5.51% |
| 2010 | +37.27% | — | +12.53% | +26.49% |
| 2009 | +17.63% | — | +14.07% | +26.71% |
| 2008 | −8.29% | — | −31.98% | −37.05% |
| 2007 | −0.78% | — | −2.61% | −19.79% |
| 2006 | +32.67% | — | +2.75% | +31.95% |
| 2005 | −12.40% | — | — | +8.23% |
| 2004 | +29.65% | — | — | +15.74% |
| 2003 | +19.36% | — | — | — |
| 2002 | +24.52% | — | — | — |
| 2001 | +26.18% | — | — | — |
| 2000 | +28.38% | — | — | — |
| 1999 | −11.50% | — | — | — |
| 1998 | +3.92% | — | — | — |
| 1997 | +12.86% | — | — | — |
| 1996 | +11.02% | — | — | — |
| 1995 | +42.62% | — | — | — |
| 1994 | +9.84% | — | — | — |
| Thu 2020-03-26 to Thu 2025-06-05 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| O × | −21.02% |
−37.83%
2023-10-30 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| SCHD × | −11.24% |
−21.68%
2022-09-30 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × | −4.28% |
−20.56%
2022-09-30 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| VNQ × | −23.95% |
−40.63%
2023-10-25 |
||||
| Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund | ||||||