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Realty Income O

equity

Price History

$7.75$31.59$55.42$79.25
1994-10 · DCA start$8.05

Time underwater

How far below its previous all-time high the price sat, each month. 0% means a new high.

-40.7%-27.1%-13.6%0.0%
1994-102026-08 · -21.0%

Worst drawdown: −41%, peaking Oct 2007 and bottoming Feb 2009 — 29 months below the prior high before recovering.

DCA Backtest

Invested
$38,300
Value today
$102,123
Return
+166.6%
Months invested
383

Scenarios

Inflation — the same contributions merely keeping pace with CPI would be $59,812 today, so the real (inflation-adjusted) return is +70.7%.

Lump sum instead — $38,300 all at once in Oct 1994: $297,613 (+677.1%) — lump sum came out ahead.

Worst timing — same monthly amount started at the all-time high (Oct 2019): $8,565 on $8,300 invested (+3.2%).

⚠ Price returns only — dividends are not included. This understates the true return of dividend-paying shares, and any comparison against crypto (which pays no dividends) is biased against equities by roughly the dividend yield, compounded.

If this saved you a spreadsheet — buy me a coffee.

Every start month at once

Each cell is the return-to-date of £/$/€100-a-month DCA started that month. Click a cell to load it in the backtest above. The ringed cell is the all-time-high start — the worst timing scenario.

JFMAMJJASOND
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
Legend:−50%−20%0%+50%+200%+1000%worst timing (ATH)Selected 1994-10: +166.6%

About Realty Income

Realty Income Corporation is a real estate investment trust that invests in free-standing, single-tenant commercial properties in the United States, the United Kingdom, and six other countries in Europe. These properties are subject to NNN Leases. The company is organized in Maryland with its headquarters in San Diego, California. (Wikipedia)

It's a listed company categorised under real estate and retail reits, with a market cap of about $59.2B.

It rates Medium-Low Risk at 2.0/5, meaning the rated factors are mostly sound, with one or two areas worth watching.

What pushes the score up: earnings quality (3.0/5).

Scoring well: liquidity at 1.0/5.

Not yet researched: leverage / financial, concentration, governance. These are excluded from the score rather than guessed, so the real risk may be higher than what’s shown.

Ratings summarise sourced facts against fixed rules — not investment advice, and no substitute for your own diligence.

Risk Profile

Medium-Low Risk(2.0/5)60% rated

How these ratings work

Market / Volatility2.0/5 · weight 20%
  • Annualised volatility (3yr)2/519.2
  • Max drawdown from ATH2/540.7
  • Beta vs S&P 5002/50.51
Liquidity1.0/5 · weight 15%
  • Avg daily $ volume1/5367.1m
  • Float % of shares outstandingnot yet researched
Leverage / Financialunrated · weight 20%
  • Debt / equitynot yet researched
  • Interest coverage (EBIT / interest)not yet researched
Earnings Quality3.0/5 · weight 15%
  • 3yr EPS volatility3/529.4
Concentrationunrated · weight 10%
  • Largest customer, % of revenuenot yet researched
  • Geographic revenue concentrationnot yet researched
Governanceunrated · weight 10%
  • Board independence %not yet researched
  • Share structurenot yet researched
  • Litigation / audit historynot yet researched
Sector / Regulatory2.0/5 · weight 10%
  • Sector regulatory exposure2/5moderate

Linked Assets

Same sector, or return-correlated — worth knowing what else might move if this one does.