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

Total Real Returns

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

×
Fri 2019-12-13 to Tue 2025-01-14 YTD
Return
TRR
Price
O
×
−0.09%
2025-01-14
20.54 TRR
2025-01-14
Realty Income Corporation NYSE Common Stock
SCHD
×
+0.62%
2025-01-14
3.572 TRR
2025-01-14
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Fri 2019-12-13 to Tue 2025-01-14 Overall
Return
Exponential
Trendline
O
×
−21.50%
−4.65%/yr
−2.67%/yr
(R2=0.139)
Realty Income Corporation NYSE Common Stock
SCHD
×
+39.34%
+6.74%/yr
+6.12%/yr
(R2=0.431)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Fri 2019-12-13 to Tue 2025-01-14 Start
Value
End
Value
O
×
$10,000.00
2019-12-13
$7,849.65
2025-01-14
Realty Income Corporation NYSE Common Stock
SCHD
×
$10,000.00
2019-12-13
$13,934.18
2025-01-14
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year O SCHD
2025 (YTD) −0.09% +0.62%
2024 −5.03% +8.32%
2023 −7.63% +1.16%
2022 −13.00% −9.14%
2021 +15.82% +21.33%
2020 −12.79% +13.48%
2019 +18.57% +24.45%
2018 +13.78% −7.34%
2017 +1.53% +18.33%
2016 +13.44% +14.13%
2015 +12.57% −1.00%
2014 +33.31% +10.79%
2013 −3.74% +30.96%
2012 +18.27% +9.49%
2011 +4.42% +5.72%
2010 +37.27%
2009 +17.64%
2008 −8.32%
2007 −0.77%
2006 +32.73%
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 +9.81%

Drawdowns

Fri 2019-12-13 to Tue 2025-01-14 Current
Drawdown
Worst
Drawdown
O
×
−31.02% −48.25%
2020-03-18
Realty Income Corporation NYSE Common Stock
SCHD
×
−6.24% −33.50%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund