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

Total Real Returns

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

Thu 2011-10-20? to Tue 2025-11-11 YTD
Return
TRR
Price
SCHD
×
−0.91%
2025-11-11
3.524 TRR
2025-11-11
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
+9.93%
2025-11-11
3.118 TRR
2025-11-11
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
O
×
+9.15%
2025-11-11
22.54 TRR
2025-11-11
Realty Income Corporation NYSE Common Stock

Returns

SCHD,VYM,O - Total Real Return Chart
Date
--
SCHD
--
SCHD (Trendline)
--
VYM
--
VYM (Trendline)
--
O
--
O (Trendline)
--
Thu 2011-10-20? to Tue 2025-11-11 Overall
Return
Exponential
Trendline
SCHD
×
+252.44%
+9.37%/yr
+9.34%/yr
(R2=0.946)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
+254.67%
+9.42%/yr
+7.74%/yr
(R2=0.934)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
O
×
+145.01%
+6.58%/yr
+5.57%/yr
(R2=0.642)
Realty Income Corporation NYSE Common Stock

Growth of $10,000

Thu 2011-10-20? to Tue 2025-11-11 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$35,243.78
2025-11-11
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
$10,000.00
2011-10-20
$35,466.80
2025-11-11
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
O
×
$10,000.00
2011-10-20
$24,500.64
2025-11-11
Realty Income Corporation NYSE Common Stock

Annual Returns

Year SCHD VYM O
2025 (YTD) −0.91% +9.93% +9.15%
2024 +8.55% +14.30% −4.85%
2023 +1.16% +3.14% −7.64%
2022 −9.13% −6.49% −12.99%
2021 +21.32% +17.90% +15.93%
2020 +13.47% −0.21% −12.66%
2019 +24.50% +21.29% +18.56%
2018 −7.34% −7.68% +13.78%
2017 +18.32% +14.01% +1.54%
2016 +14.12% +14.66% +13.44%
2015 −1.00% −0.44% +12.54%
2014 +10.78% +12.69% +33.33%
2013 +30.95% +28.15% −3.75%
2012 +9.49% +10.78% +18.29%
2011 +5.72% +7.36% +4.43%
2010 +12.55% +37.23%
2009 +14.06% +17.67%
2008 −31.97% −8.31%
2007 −2.63% −0.78%
2006 +2.76% +32.67%
2005 −12.39%
2004 +29.67%
2003 +19.33%
2002 +24.53%
2001 +26.17%
2000 +28.40%
1999 −11.50%
1998 +3.92%
1997 +12.83%
1996 +11.02%
1995 +42.64%
1994 +9.86%

Drawdowns

SCHD,VYM,O - Total Real Return Drawdowns Chart
Date
--
SCHD
--
VYM
--
O
--
Thu 2011-10-20? to Tue 2025-11-11 Current
Drawdown
Worst
Drawdown
SCHD
×
−7.49% −33.51%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
−0.35% −35.39%
2020-03-23
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
O
×
−24.31% −48.25%
2020-03-18
Realty Income Corporation NYSE Common Stock