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 Thu 2026-04-02 YTD
Return
TRR
Price
O
×
+10.60%
2026-04-02
24.96 TRR
2026-04-02
Realty Income Corporation NYSE Common Stock
VYM
×
+2.69%
2026-04-02
3.274 TRR
2026-04-02
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
+11.13%
2026-04-02
4.017 TRR
2026-04-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Thu 2026-04-02 Overall
Return
Exponential
Trendline
O
×
+171.30%
+7.15%/yr
+5.40%/yr
(R2=0.642)
Realty Income Corporation NYSE Common Stock
VYM
×
+272.42%
+9.53%/yr
+7.79%/yr
(R2=0.939)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
+301.68%
+10.10%/yr
+9.24%/yr
(R2=0.948)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Thu 2026-04-02 Start
Value
End
Value
O
×
$10,000.00
2011-10-20
$27,130.40
2026-04-02
Realty Income Corporation NYSE Common Stock
VYM
×
$10,000.00
2011-10-20
$37,241.64
2026-04-02
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$40,168.24
2026-04-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year O VYM SCHD
2026 (YTD) +10.60% +2.69% +11.13%
2025 +9.29% +12.42% +1.63%
2024 −4.84% +14.30% +8.54%
2023 −7.63% +3.13% +1.18%
2022 −13.00% −6.50% −9.14%
2021 +15.93% +17.90% +21.34%
2020 −12.67% −0.21% +13.45%
2019 +18.57% +21.30% +24.45%
2018 +13.78% −7.69% −7.32%
2017 +1.55% +14.01% +18.36%
2016 +13.44% +14.66% +14.07%
2015 +12.55% −0.46% −1.02%
2014 +33.32% +12.70% +10.84%
2013 −3.75% +28.14% +30.92%
2012 +18.29% +10.77% +9.50%
2011 +4.42% +7.36% +5.72%
2010 +37.26% +12.56%
2009 +17.64% +14.06%
2008 −8.33% −31.97%
2007 −0.80% −2.62%
2006 +32.76% +2.74%
2005 −12.46%
2004 +29.73%
2003 +19.33%
2002 +24.52%
2001 +26.19%
2000 +28.36%
1999 −11.49%
1998 +3.92%
1997 +12.85%
1996 +11.01%
1995 +42.62%
1994 +9.87%

Drawdowns

Thu 2011-10-20? to Thu 2026-04-02 Current
Drawdown
Worst
Drawdown
O
×
−16.18% −48.25%
2020-03-18
Realty Income Corporation NYSE Common Stock
VYM
×
−5.30% −35.39%
2020-03-23
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
−3.47% −33.48%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund