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 Thu 2025-04-24 YTD
Return
TRR
Price
SCHD
×
−6.44%
2025-04-24
3.328 TRR
2025-04-24
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
+7.49%
2025-04-24
22.89 TRR
2025-04-24
Realty Income Corporation NYSE Common Stock

Returns

Thu 2011-10-20? to Thu 2025-04-24 Overall
Return
Exponential
Trendline
SCHD
×
+232.77%
+9.31%/yr
+9.62%/yr
(R2=0.949)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
+148.80%
+6.98%/yr
+6.22%/yr
(R2=0.691)
Realty Income Corporation NYSE Common Stock

Growth of $10,000

Thu 2011-10-20? to Thu 2025-04-24 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$33,277.25
2025-04-24
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
$10,000.00
2011-10-20
$24,880.28
2025-04-24
Realty Income Corporation NYSE Common Stock

Annual Returns

Year SCHD O
2025 (YTD) −6.44% +7.49%
2024 +8.53% −4.87%
2023 +1.16% −7.64%
2022 −9.11% −13.00%
2021 +21.32% +19.54%
2020 +13.50% −12.66%
2019 +24.46% +18.57%
2018 −7.38% +13.77%
2017 +18.35% +1.54%
2016 +14.09% +13.44%
2015 −1.00% +12.55%
2014 +10.85% +33.37%
2013 +30.93% −3.74%
2012 +9.49% +18.25%
2011 +5.73% +4.41%
2010 +37.31%
2009 +17.61%
2008 −8.32%
2007 −0.79%
2006 +32.68%
2005 −12.37%
2004 +29.68%
2003 +19.31%
2002 +24.52%
2001 +26.17%
2000 +28.39%
1999 −11.50%
1998 +3.92%
1997 +12.85%
1996 +11.01%
1995 +42.65%
1994 +9.85%

Drawdowns

Thu 2011-10-20? to Thu 2025-04-24 Current
Drawdown
Worst
Drawdown
SCHD
×
−12.67% −33.51%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
−23.15% −48.26%
2020-03-18
Realty Income Corporation NYSE Common Stock