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 Tue 2025-08-26 YTD
Return
TRR
Price
SCHD
×
+0.91%
2025-08-26
3.589 TRR
2025-08-26
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
+10.24%
2025-08-26
22.77 TRR
2025-08-26
Realty Income Corporation NYSE Common Stock

Returns

Thu 2011-10-20? to Tue 2025-08-26 Overall
Return
Exponential
Trendline
SCHD
×
+258.90%
+9.66%/yr
+9.44%/yr
(R2=0.947)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
+147.47%
+6.76%/yr
+5.69%/yr
(R2=0.646)
Realty Income Corporation NYSE Common Stock

Growth of $10,000

Thu 2011-10-20? to Tue 2025-08-26 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$35,889.81
2025-08-26
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
$10,000.00
2011-10-20
$24,746.70
2025-08-26
Realty Income Corporation NYSE Common Stock

Annual Returns

Year SCHD O
2025 (YTD) +0.91% +10.24%
2024 +8.52% −4.85%
2023 +1.16% −7.63%
2022 −9.11% −12.99%
2021 +21.30% +15.92%
2020 +13.49% −12.66%
2019 +24.43% +18.58%
2018 −7.32% +13.77%
2017 +18.34% +1.55%
2016 +14.07% +13.44%
2015 −1.00% +12.53%
2014 +10.84% +33.34%
2013 +30.95% −3.72%
2012 +9.49% +18.24%
2011 +5.72% +4.44%
2010 +37.26%
2009 +17.61%
2008 −8.26%
2007 −0.84%
2006 +32.78%
2005 −12.44%
2004 +29.64%
2003 +19.38%
2002 +24.50%
2001 +26.19%
2000 +28.37%
1999 −11.50%
1998 +3.93%
1997 +12.83%
1996 +11.02%
1995 +42.64%
1994 +9.87%

Drawdowns

Thu 2011-10-20? to Tue 2025-08-26 Current
Drawdown
Worst
Drawdown
SCHD
×
−5.80% −33.53%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
−23.55% −48.25%
2020-03-18
Realty Income Corporation NYSE Common Stock