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)

×
Tue 2020-03-17 to Tue 2025-03-18 YTD
Return
TRR
Price
SCHD
×
+0.94%
2025-03-18
3.59 TRR
2025-03-18
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
+6.89%
2025-03-18
22.76 TRR
2025-03-18
Realty Income Corporation NYSE Common Stock

Returns

Tue 2020-03-17 to Tue 2025-03-18 Overall
Return
Exponential
Trendline
SCHD
×
+75.27%
+11.87%/yr
+5.69%/yr
(R2=0.399)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
+13.87%
+2.63%/yr
−1.14%/yr
(R2=0.028)
Realty Income Corporation NYSE Common Stock

Growth of $10,000

Tue 2020-03-17 to Tue 2025-03-18 Start
Value
End
Value
SCHD
×
$10,000.00
2020-03-17
$17,526.68
2025-03-18
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
$10,000.00
2020-03-17
$11,387.45
2025-03-18
Realty Income Corporation NYSE Common Stock

Annual Returns

Year SCHD O
2025 (YTD) +0.94% +6.89%
2024 +8.56% −4.86%
2023 +1.15% −7.64%
2022 −9.16% −13.00%
2021 +21.36% +19.53%
2020 +13.46% −12.66%
2019 +24.47% +18.58%
2018 −7.33% +13.76%
2017 +18.37% +1.54%
2016 +14.08% +13.45%
2015 −1.00% +12.55%
2014 +10.77% +33.32%
2013 +30.96% −3.73%
2012 +9.50% +18.25%
2011 +5.72% +4.44%
2010 +37.29%
2009 +17.64%
2008 −8.36%
2007 −0.79%
2006 +32.79%
2005 −12.41%
2004 +29.60%
2003 +19.38%
2002 +24.53%
2001 +26.17%
2000 +28.37%
1999 −11.48%
1998 +3.91%
1997 +12.84%
1996 +11.01%
1995 +42.67%
1994 +9.83%

Drawdowns

Tue 2020-03-17 to Tue 2025-03-18 Current
Drawdown
Worst
Drawdown
SCHD
×
−5.77% −21.66%
2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
−20.06% −37.82%
2023-10-30
Realty Income Corporation NYSE Common Stock