All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Tue 1997-06-17? to Fri 2025-05-09 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
O × |
+7.00%
2025-05-09 |
22.79 TRR
2025-05-09 |
||||
Realty Income Corporation NYSE Common Stock | ||||||
T × |
+23.24%
2025-05-09 |
36.5 TRR
2025-05-09 |
||||
AT&T Inc NYSE Common Stock | ||||||
SWPPX × |
−4.81%
2025-05-09 |
5.087 TRR
2025-05-09 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
Tue 1997-06-17? to Fri 2025-05-09 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
O × |
+1,071.28%
+9.22%/yr |
+11.11%/yr
(R2=0.947) |
||||
Realty Income Corporation NYSE Common Stock | ||||||
T × |
+257.34%
+4.67%/yr |
+3.58%/yr
(R2=0.576) |
||||
AT&T Inc NYSE Common Stock | ||||||
SWPPX × |
+408.68%
+6.01%/yr |
+5.54%/yr
(R2=0.754) |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
Tue 1997-06-17? to Fri 2025-05-09 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
O × |
$10,000.00
1997-06-17 |
$117,128.10
2025-05-09 |
||||
Realty Income Corporation NYSE Common Stock | ||||||
T × |
$10,000.00
1997-06-17 |
$35,733.54
2025-05-09 |
||||
AT&T Inc NYSE Common Stock | ||||||
SWPPX × |
$10,000.00
1997-06-17 |
$50,868.30
2025-05-09 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
Tue 1997-06-17? to Fri 2025-05-09 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
O × | −23.48% |
−48.25%
2020-03-18 |
||||
Realty Income Corporation NYSE Common Stock | ||||||
T × | −1.87% |
−66.46%
2003-03-11 |
||||
AT&T Inc NYSE Common Stock | ||||||
SWPPX × | −8.15% |
−58.37%
2009-03-09 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||