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)

×
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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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