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 2025-07-07 YTD
Return
TRR
Price
SCHD
×
−1.13%
2025-07-07
3.516 TRR
2025-07-07
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
+9.06%
2025-07-07
22.53 TRR
2025-07-07
Realty Income Corporation NYSE Common Stock

Returns

Thu 2011-10-20? to Mon 2025-07-07 Overall
Return
Exponential
Trendline
SCHD
×
+251.57%
+9.60%/yr
+9.51%/yr
(R2=0.948)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
+144.81%
+6.75%/yr
+5.79%/yr
(R2=0.650)
Realty Income Corporation NYSE Common Stock

Growth of $10,000

Thu 2011-10-20? to Mon 2025-07-07 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$35,156.55
2025-07-07
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
$10,000.00
2011-10-20
$24,480.85
2025-07-07
Realty Income Corporation NYSE Common Stock

Annual Returns

Year SCHD O
2025 (YTD) −1.13% +9.06%
2024 +8.52% −4.85%
2023 +1.16% −7.63%
2022 −9.15% −13.00%
2021 +21.31% +15.93%
2020 +13.50% −12.65%
2019 +24.48% +18.57%
2018 −7.35% +13.78%
2017 +18.36% +1.53%
2016 +14.06% +13.43%
2015 −1.01% +12.55%
2014 +10.89% +33.33%
2013 +30.85% −3.72%
2012 +9.50% +18.23%
2011 +5.73% +4.43%
2010 +37.32%
2009 +17.61%
2008 −8.31%
2007 −0.78%
2006 +32.67%
2005 −12.37%
2004 +29.64%
2003 +19.34%
2002 +24.51%
2001 +26.18%
2000 +28.36%
1999 −11.49%
1998 +3.93%
1997 +12.85%
1996 +11.02%
1995 +42.62%
1994 +9.87%

Drawdowns

Thu 2011-10-20? to Mon 2025-07-07 Current
Drawdown
Worst
Drawdown
SCHD
×
−7.74% −33.53%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
−24.37% −48.26%
2020-03-18
Realty Income Corporation NYSE Common Stock