All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Tue 2020-09-29 to Wed 2025-10-29 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SCHD × |
−2.41%
2025-10-29 |
3.471 TRR
2025-10-29 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| O × |
+11.04%
2025-10-29 |
22.93 TRR
2025-10-29 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| Tue 2020-09-29 to Wed 2025-10-29 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+39.13%
+6.71%/yr |
+2.50%/yr
(R2=0.237) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| O × |
+1.69%
+0.33%/yr |
−3.07%/yr
(R2=0.257) |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| Tue 2020-09-29 to Wed 2025-10-29 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2020-09-29 |
$13,912.59
2025-10-29 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| O × |
$10,000.00
2020-09-29 |
$10,169.02
2025-10-29 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| Year | SCHD | O |
|---|---|---|
| 2025 (YTD) | −2.41% | +11.04% |
| 2024 | +8.56% | −4.85% |
| 2023 | +1.16% | −7.64% |
| 2022 | −9.14% | −12.99% |
| 2021 | +21.34% | +15.94% |
| 2020 | +13.49% | −12.67% |
| 2019 | +24.39% | +18.56% |
| 2018 | −7.29% | +13.79% |
| 2017 | +18.34% | +1.53% |
| 2016 | +14.05% | +13.44% |
| 2015 | −1.00% | +12.55% |
| 2014 | +10.88% | +33.36% |
| 2013 | +30.86% | −3.74% |
| 2012 | +9.49% | +18.26% |
| 2011 | +5.74% | +4.41% |
| 2010 | — | +37.28% |
| 2009 | — | +17.60% |
| 2008 | — | −8.28% |
| 2007 | — | −0.78% |
| 2006 | — | +32.72% |
| 2005 | — | −12.41% |
| 2004 | — | +29.66% |
| 2003 | — | +19.34% |
| 2002 | — | +24.52% |
| 2001 | — | +26.17% |
| 2000 | — | +28.38% |
| 1999 | — | −11.50% |
| 1998 | — | +3.92% |
| 1997 | — | +12.85% |
| 1996 | — | +11.01% |
| 1995 | — | +42.63% |
| 1994 | — | +9.86% |
| Tue 2020-09-29 to Wed 2025-10-29 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × | −8.89% |
−21.65%
2022-09-30 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| O × | −16.94% |
−37.83%
2023-10-30 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||