All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Fri 2019-12-13 to Mon 2025-01-13 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| O × |
−1.37%
2025-01-13 |
20.28 TRR
2025-01-13 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| SCHD × |
+0.62%
2025-01-13 |
3.543 TRR
2025-01-13 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
+0.44%
2025-01-13 |
2.819 TRR
2025-01-13 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Fri 2019-12-13 to Mon 2025-01-13 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| O × |
−22.50%
−4.89%/yr |
−2.67%/yr
(R2=0.138) |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| SCHD × |
+38.23%
+6.57%/yr |
+6.12%/yr
(R2=0.430) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
+31.09%
+5.47%/yr |
+6.07%/yr
(R2=0.541) |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Fri 2019-12-13 to Mon 2025-01-13 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| O × |
$10,000.00
2019-12-13 |
$7,750.37
2025-01-13 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| SCHD × |
$10,000.00
2019-12-13 |
$13,822.78
2025-01-13 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
$10,000.00
2019-12-13 |
$13,109.03
2025-01-13 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Year | O | SCHD | VYM |
|---|---|---|---|
| 2025 (YTD) | −1.37% | +0.62% | +0.44% |
| 2024 | −5.02% | +8.32% | +14.08% |
| 2023 | −7.65% | +1.16% | +3.14% |
| 2022 | −12.98% | −9.14% | −6.49% |
| 2021 | +15.80% | +21.33% | +17.89% |
| 2020 | −12.78% | +13.48% | −0.21% |
| 2019 | +18.57% | +24.45% | +21.30% |
| 2018 | +13.76% | −7.34% | −7.68% |
| 2017 | +1.55% | +18.33% | +14.00% |
| 2016 | +13.42% | +14.13% | +14.67% |
| 2015 | +12.57% | −1.00% | −0.46% |
| 2014 | +33.36% | +10.79% | +12.70% |
| 2013 | −3.74% | +30.96% | +28.15% |
| 2012 | +18.23% | +9.49% | +10.77% |
| 2011 | +4.46% | +5.72% | +7.35% |
| 2010 | +37.29% | — | +12.56% |
| 2009 | +17.57% | — | +14.07% |
| 2008 | −8.27% | — | −31.98% |
| 2007 | −0.83% | — | −2.61% |
| 2006 | +32.73% | — | +2.75% |
| 2005 | −12.41% | — | — |
| 2004 | +29.60% | — | — |
| 2003 | +19.40% | — | — |
| 2002 | +24.51% | — | — |
| 2001 | +26.18% | — | — |
| 2000 | +28.39% | — | — |
| 1999 | −11.50% | — | — |
| 1998 | +3.92% | — | — |
| 1997 | +12.84% | — | — |
| 1996 | +11.03% | — | — |
| 1995 | +42.65% | — | — |
| 1994 | +9.86% | — | — |
| Fri 2019-12-13 to Mon 2025-01-13 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| O × | −31.89% |
−48.26%
2020-03-18 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| SCHD × | −6.98% |
−33.50%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × | −5.18% |
−35.40%
2020-03-23 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||