All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

SCHD,VNQ: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

×
Wed 2020-03-25 to Thu 2025-04-03 YTD
Return
TRR
Price
SCHD
×
−2.59%
2025-04-03
3.464 TRR
2025-04-03
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VNQ
×
−1.52%
2025-04-03
2.554 TRR
2025-04-03
Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund

Returns

Wed 2020-03-25 to Thu 2025-04-03 Overall
Return
Exponential
Trendline
SCHD
×
+80.85%
+12.52%/yr
+5.47%/yr
(R2=0.400)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VNQ
×
+31.53%
+5.61%/yr
−1.30%/yr
(R2=0.027)
Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund

Growth of $10,000

Wed 2020-03-25 to Thu 2025-04-03 Start
Value
End
Value
SCHD
×
$10,000.00
2020-03-25
$18,085.25
2025-04-03
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VNQ
×
$10,000.00
2020-03-25
$13,153.02
2025-04-03
Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund

Annual Returns

Year SCHD VNQ
2025 (YTD) −2.59% −1.52%
2024 +8.50% +1.88%
2023 +1.16% +8.23%
2022 −9.12% −30.73%
2021 +21.35% +31.29%
2020 +13.46% −5.89%
2019 +24.49% +26.03%
2018 −7.33% −7.78%
2017 +18.31% +2.72%
2016 +14.11% +6.37%
2015 −1.00% +1.69%
2014 +10.86% +29.42%
2013 +30.85% +0.80%
2012 +9.50% +15.63%
2011 +5.73% +5.49%
2010 +26.52%
2009 +26.67%
2008 −37.04%
2007 −19.80%
2006 +31.97%
2005 +8.22%
2004 +15.73%

Drawdowns

Wed 2020-03-25 to Thu 2025-04-03 Current
Drawdown
Worst
Drawdown
SCHD
×
−9.08% −21.68%
2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VNQ
×
−24.78% −40.63%
2023-10-25
Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund