All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Wed 2020-03-25 to Thu 2025-04-03 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
O × |
+7.44%
2025-04-03 |
22.12 TRR
2025-04-03 |
||||
Realty Income Corporation NYSE Common Stock | ||||||
SCHD × |
−2.59%
2025-04-03 |
3.464 TRR
2025-04-03 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Wed 2020-03-25 to Thu 2025-04-03 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
O × |
+11.95%
+2.27%/yr |
−2.14%/yr
(R2=0.104) |
||||
Realty Income Corporation NYSE Common Stock | ||||||
SCHD × |
+80.85%
+12.52%/yr |
+5.47%/yr
(R2=0.400) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Wed 2020-03-25 to Thu 2025-04-03 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
O × |
$10,000.00
2020-03-25 |
$11,194.82
2025-04-03 |
||||
Realty Income Corporation NYSE Common Stock | ||||||
SCHD × |
$10,000.00
2020-03-25 |
$18,085.25
2025-04-03 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Year | O | SCHD |
---|---|---|
2025 (YTD) | +7.44% | −2.59% |
2024 | −4.84% | +8.50% |
2023 | −7.65% | +1.16% |
2022 | −13.00% | −9.12% |
2021 | +15.81% | +21.35% |
2020 | −12.78% | +13.46% |
2019 | +18.57% | +24.49% |
2018 | +13.77% | −7.33% |
2017 | +1.53% | +18.31% |
2016 | +13.44% | +14.11% |
2015 | +12.56% | −1.00% |
2014 | +33.33% | +10.86% |
2013 | −3.75% | +30.85% |
2012 | +18.26% | +9.50% |
2011 | +4.43% | +5.73% |
2010 | +37.30% | — |
2009 | +17.64% | — |
2008 | −8.35% | — |
2007 | −0.77% | — |
2006 | +32.68% | — |
2005 | −12.39% | — |
2004 | +29.62% | — |
2003 | +19.38% | — |
2002 | +24.52% | — |
2001 | +26.17% | — |
2000 | +28.37% | — |
1999 | −11.50% | — |
1998 | +3.91% | — |
1997 | +12.86% | — |
1996 | +11.01% | — |
1995 | +42.64% | — |
1994 | +9.85% | — |
Wed 2020-03-25 to Thu 2025-04-03 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
O × | −19.63% |
−37.83%
2023-10-30 |
||||
Realty Income Corporation NYSE Common Stock | ||||||
SCHD × | −9.08% |
−21.68%
2022-09-30 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||