All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| 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 | ||||||
| VYM × |
−0.02%
2025-03-18 |
2.836 TRR
2025-03-18 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| O × |
+6.89%
2025-03-18 |
22.76 TRR
2025-03-18 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| 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 | ||||||
| VYM × |
+69.36%
+11.11%/yr |
+6.57%/yr
(R2=0.579) |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| O × |
+13.87%
+2.63%/yr |
−1.14%/yr
(R2=0.028) |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| 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 | ||||||
| VYM × |
$10,000.00
2020-03-17 |
$16,936.39
2025-03-18 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| O × |
$10,000.00
2020-03-17 |
$11,387.45
2025-03-18 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| Year | SCHD | VYM | O |
|---|---|---|---|
| 2025 (YTD) | +0.94% | −0.02% | +6.89% |
| 2024 | +8.56% | +14.30% | −4.86% |
| 2023 | +1.15% | +3.14% | −7.64% |
| 2022 | −9.16% | −6.49% | −13.00% |
| 2021 | +21.36% | +17.90% | +19.53% |
| 2020 | +13.46% | −0.21% | −12.66% |
| 2019 | +24.47% | +21.29% | +18.58% |
| 2018 | −7.33% | −7.68% | +13.76% |
| 2017 | +18.37% | +14.01% | +1.54% |
| 2016 | +14.08% | +14.67% | +13.45% |
| 2015 | −1.00% | −0.45% | +12.55% |
| 2014 | +10.77% | +12.70% | +33.32% |
| 2013 | +30.96% | +28.14% | −3.73% |
| 2012 | +9.50% | +10.77% | +18.25% |
| 2011 | +5.72% | +7.36% | +4.44% |
| 2010 | — | +12.56% | +37.29% |
| 2009 | — | +14.06% | +17.64% |
| 2008 | — | −31.97% | −8.36% |
| 2007 | — | −2.63% | −0.79% |
| 2006 | — | +2.77% | +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% |
| 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 | ||||||
| VYM × | −4.65% |
−20.56%
2022-09-30 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| O × | −20.06% |
−37.82%
2023-10-30 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||