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 Wed 2026-06-03 YTD
Return
1 Year
Return
SCHD
×
+15.40%
2026-06-03
+22.36%
2026-06-03
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
+4.98%
2026-06-03
+8.34%
2026-06-03
Realty Income Corporation NYSE Common Stock

Returns

Thu 2011-10-20💬 to Wed 2026-06-03 Overall
Return
Exponential
Trendline
SCHD
×
+317.05%
+10.26%/yr
+9.22%/yr
(R2=0.949)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
+157.53%
+6.68%/yr
+5.34%/yr
(R2=0.644)
Realty Income Corporation NYSE Common Stock

Growth of $10,000

Thu 2011-10-20💬 to Wed 2026-06-03 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$41,705.23
2026-06-03
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
$10,000.00
2011-10-20
$25,753.45
2026-06-03
Realty Income Corporation NYSE Common Stock

Annual Returns

Year SCHD O
2026 (YTD) +15.40% +4.98%
2025 +1.62% +9.29%
2024 +8.53% −4.85%
2023 +1.16% −7.64%
2022 −9.13% −13.00%
2021 +21.34% +15.93%
2020 +13.48% −12.66%
2019 +24.45% +18.56%
2018 −7.33% +13.78%
2017 +18.35% +1.53%
2016 +14.09% +13.44%
2015 −1.02% +12.55%
2014 +10.85% +33.34%
2013 +30.91% −3.74%
2012 +9.50% +18.27%
2011 +5.72% +4.43%
2010 +37.27%
2009 +17.62%
2008 −8.31%
2007 −0.79%
2006 +32.71%
2005 −12.41%
2004 +29.65%
2003 +19.37%
2002 +24.52%
2001 +26.18%
2000 +28.38%
1999 −11.50%
1998 +3.92%
1997 +12.84%
1996 +11.02%
1995 +42.63%
1994 +9.85%

Drawdowns

Thu 2011-10-20💬 to Wed 2026-06-03 Current
Drawdown
Worst
Drawdown
SCHD
×
−1.52%
from 2026-05-22 peak
−33.51%
2020-03-23
from 2020-01-23 peak
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
−20.44%
from 2020-02-21 peak
−48.25%
2020-03-18
from 2020-02-21 peak
Realty Income Corporation NYSE Common Stock

Rolling Returns

Period ending Wed 2026-06-03 1
Year
2
Years
3
Years
5
Years
10
Years
SCHD
×
+22.36% +25.98%
+12.25%/yr
+38.75%
+11.52%/yr
+21.20%
+3.92%/yr
+139.24%
+9.12%/yr
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
+8.34% +17.52%
+8.41%/yr
+7.60%
+2.47%/yr
−8.55%
−1.77%/yr
+12.91%
+1.22%/yr
Realty Income Corporation NYSE Common Stock