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

Total Real Returns

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

Thu 2011-10-20? to Mon 2024-11-04 YTD
Return
TRR
Price
SCHD
×
+11.56%
2024-11-04
3.623 TRR
2024-11-04
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
+5.01%
2024-11-04
22.37 TRR
2024-11-04
Realty Income Corporation NYSE Common Stock

Returns

Thu 2011-10-20? to Mon 2024-11-04 Overall
Return
Exponential
Trendline
SCHD
×
+262.31%
+10.37%/yr
+9.78%/yr
(R2=0.948)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
+146.94%
+7.18%/yr
+6.34%/yr
(R2=0.682)
Realty Income Corporation NYSE Common Stock

Growth of $10,000

Thu 2011-10-20? to Mon 2024-11-04 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$36,231.32
2024-11-04
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
$10,000.00
2011-10-20
$24,693.88
2024-11-04
Realty Income Corporation NYSE Common Stock

Annual Returns

Year SCHD O
2024 (YTD) +11.56% +5.01%
2023 +1.15% −7.65%
2022 −9.14% −12.99%
2021 +21.35% +15.80%
2020 +13.48% −12.79%
2019 +24.46% +18.56%
2018 −7.34% +13.76%
2017 +18.33% +1.54%
2016 +14.10% +13.42%
2015 −1.00% +12.56%
2014 +10.79% +33.33%
2013 +30.95% −3.74%
2012 +9.49% +18.27%
2011 +5.73% +4.42%
2010 +37.21%
2009 +17.61%
2008 −8.31%
2007 −0.76%
2006 +32.66%
2005 −12.37%
2004 +29.60%
2003 +19.40%
2002 +24.52%
2001 +26.16%
2000 +28.36%
1999 −11.49%
1998 +3.90%
1997 +12.81%
1996 +11.05%
1995 +40.57%
1994 +9.85%

Drawdowns

Thu 2011-10-20? to Mon 2024-11-04 Current
Drawdown
Worst
Drawdown
SCHD
×
−2.50% −33.53%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
−23.67% −48.26%
2020-03-18
Realty Income Corporation NYSE Common Stock