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 2025-08-04 YTD
Return
TRR
Price
SCHD
×
−3.13%
2025-08-04
3.445 TRR
2025-08-04
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
+9.05%
2025-08-04
22.52 TRR
2025-08-04
Realty Income Corporation NYSE Common Stock

Returns

Thu 2011-10-20? to Mon 2025-08-04 Overall
Return
Exponential
Trendline
SCHD
×
+244.47%
+9.38%/yr
+9.47%/yr
(R2=0.947)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
+144.78%
+6.71%/yr
+5.73%/yr
(R2=0.647)
Realty Income Corporation NYSE Common Stock

Growth of $10,000

Thu 2011-10-20? to Mon 2025-08-04 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$34,446.60
2025-08-04
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
$10,000.00
2011-10-20
$24,478.06
2025-08-04
Realty Income Corporation NYSE Common Stock

Annual Returns

Year SCHD O
2025 (YTD) −3.13% +9.05%
2024 +8.53% −4.86%
2023 +1.16% −7.64%
2022 −9.15% −12.99%
2021 +21.32% +15.93%
2020 +13.50% −12.67%
2019 +24.46% +18.57%
2018 −7.32% +13.78%
2017 +18.36% +1.53%
2016 +14.10% +13.42%
2015 −1.08% +12.57%
2014 +10.85% +33.34%
2013 +30.94% −3.76%
2012 +9.50% +18.30%
2011 +5.72% +4.40%
2010 +37.30%
2009 +17.63%
2008 −8.32%
2007 −0.78%
2006 +32.72%
2005 −12.45%
2004 +29.67%
2003 +19.38%
2002 +24.51%
2001 +26.18%
2000 +28.38%
1999 −11.49%
1998 +3.91%
1997 +12.84%
1996 +11.03%
1995 +42.60%
1994 +9.88%

Drawdowns

Thu 2011-10-20? to Mon 2025-08-04 Current
Drawdown
Worst
Drawdown
SCHD
×
−9.58% −33.51%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
−24.38% −48.24%
2020-03-18
Realty Income Corporation NYSE Common Stock