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

Total Real Returns

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

Thu 2011-10-20? to Fri 2025-04-25 YTD
Return
TRR
Price
O
×
+6.98%
2025-04-25
22.78 TRR
2025-04-25
Realty Income Corporation NYSE Common Stock
VYM
×
−4.15%
2025-04-25
2.718 TRR
2025-04-25
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
−6.59%
2025-04-25
3.322 TRR
2025-04-25
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Fri 2025-04-25 Overall
Return
Exponential
Trendline
O
×
+147.56%
+6.94%/yr
+6.21%/yr
(R2=0.691)
Realty Income Corporation NYSE Common Stock
VYM
×
+209.26%
+8.71%/yr
+7.77%/yr
(R2=0.927)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
+232.21%
+9.29%/yr
+9.62%/yr
(R2=0.949)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Fri 2025-04-25 Start
Value
End
Value
O
×
$10,000.00
2011-10-20
$24,756.31
2025-04-25
Realty Income Corporation NYSE Common Stock
VYM
×
$10,000.00
2011-10-20
$30,925.51
2025-04-25
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$33,221.17
2025-04-25
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year O VYM SCHD
2025 (YTD) +6.98% −4.15% −6.59%
2024 −4.85% +14.30% +8.53%
2023 −7.64% +3.13% +1.16%
2022 −13.00% −6.49% −9.15%
2021 +19.54% +17.91% +21.37%
2020 −12.66% −0.22% +13.44%
2019 +18.57% +21.30% +24.44%
2018 +13.77% −7.69% −7.32%
2017 +1.54% +14.02% +18.35%
2016 +13.44% +14.65% +14.09%
2015 +12.55% −0.44% −1.00%
2014 +33.32% +12.68% +10.85%
2013 −3.74% +28.15% +30.91%
2012 +18.29% +10.79% +9.50%
2011 +4.41% +7.34% +5.72%
2010 +37.24% +12.55%
2009 +17.67% +14.09%
2008 −8.32% −31.99%
2007 −0.79% −2.62%
2006 +32.68% +2.76%
2005 −12.37%
2004 +29.56%
2003 +19.42%
2002 +24.51%
2001 +26.19%
2000 +28.37%
1999 −11.50%
1998 +3.94%
1997 +12.85%
1996 +11.01%
1995 +42.60%
1994 +9.89%

Drawdowns

Thu 2011-10-20? to Fri 2025-04-25 Current
Drawdown
Worst
Drawdown
O
×
−23.50% −48.25%
2020-03-18
Realty Income Corporation NYSE Common Stock
VYM
×
−8.59% −35.40%
2020-03-23
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
−12.81% −33.55%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund