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 2020-09-29 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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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