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 2025-10-15 YTD
Return
TRR
Price
SCHD
×
−2.12%
2025-10-15
3.481 TRR
2025-10-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
+13.28%
2025-10-15
23.39 TRR
2025-10-15
Realty Income Corporation NYSE Common Stock

Returns

Thu 2011-10-20? to Wed 2025-10-15 Overall
Return
Exponential
Trendline
SCHD
×
+248.11%
+9.33%/yr
+9.38%/yr
(R2=0.947)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
+154.32%
+6.90%/yr
+5.62%/yr
(R2=0.644)
Realty Income Corporation NYSE Common Stock

Growth of $10,000

Thu 2011-10-20? to Wed 2025-10-15 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$34,810.87
2025-10-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
$10,000.00
2011-10-20
$25,431.99
2025-10-15
Realty Income Corporation NYSE Common Stock

Annual Returns

Year SCHD O
2025 (YTD) −2.12% +13.28%
2024 +8.53% −4.84%
2023 +1.16% −7.65%
2022 −9.15% −12.99%
2021 +21.37% +15.94%
2020 +13.45% −12.66%
2019 +24.50% +18.56%
2018 −7.35% +13.79%
2017 +18.37% +1.52%
2016 +14.07% +13.45%
2015 −1.01% +12.54%
2014 +10.81% +33.37%
2013 +30.92% −3.74%
2012 +9.49% +18.25%
2011 +5.73% +4.42%
2010 +37.26%
2009 +17.62%
2008 −8.29%
2007 −0.78%
2006 +32.67%
2005 −12.36%
2004 +29.59%
2003 +19.38%
2002 +24.53%
2001 +26.18%
2000 +28.37%
1999 −11.49%
1998 +3.93%
1997 +12.85%
1996 +11.00%
1995 +42.66%
1994 +9.83%

Drawdowns

Thu 2011-10-20? to Wed 2025-10-15 Current
Drawdown
Worst
Drawdown
SCHD
×
−8.63% −33.50%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
−21.44% −48.25%
2020-03-18
Realty Income Corporation NYSE Common Stock