All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2014-06-12💬 to Fri 2026-09-18 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| DGRO × |
+314.06%
+12.28%/yr |
+12.28%/yr
R2=0.977 |
||||
| iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
| VYM × |
+254.27%
+10.86%/yr |
+10.38%/yr
R2=0.963 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Thu 2014-06-12💬 to Fri 2026-09-18 |
Start
Value |
End
Value |
|---|---|---|
| DGRO × |
$10,000.00
2014-06-12 |
$41,405.72
2026-09-18 |
| VYM × |
$10,000.00
2014-06-12 |
$35,427.40
2026-09-18 |
| YTD | YoY | |
|---|---|---|
| DGRO × | +12.32% | +16.32% |
| VYM × | +12.93% | +15.98% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| DGRO × |
−3.46%
on 2026-09-18 from 2026-08-19 peak |
−35.10%
on 2020-03-23 from 2020-02-12 peak |
| VYM × |
−4.12%
on 2026-09-18 from 2026-08-13 peak |
−35.21%
on 2020-03-23 from 2020-01-17 peak |
| Period ending Fri 2026-09-18 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| DGRO × | +16.32% |
+30.11% +14.07%/yr |
+60.13% +16.99%/yr |
+68.31% +10.97%/yr |
+255.19% +13.51%/yr |
| VYM × | +15.98% |
+33.14% +15.39%/yr |
+61.40% +17.30%/yr |
+76.67% +12.06%/yr |
+202.65% +11.71%/yr |
| Year | DGRO | VYM |
|---|---|---|
| 2026 (YTD) | +12.32% | +12.93% |
| 2025 | +15.69% | +15.43% |
| 2024 | +16.62% | +17.60% |
| 2023 | +10.47% | +6.59% |
| 2022 | −7.91% | −0.45% |
| 2021 | +26.65% | +26.20% |
| 2020 | +9.50% | +1.15% |
| 2019 | +29.87% | +24.06% |
| 2018 | −2.38% | −5.92% |
| 2017 | +23.00% | +16.42% |
| 2016 | +15.20% | +17.04% |
| 2015 | −0.69% | +0.28% |
| 2014 | +8.56% | +13.54% |
| 2013 | — | +30.08% |
| 2012 | — | +12.69% |
| 2011 | — | +10.55% |
| 2010 | — | +14.22% |
| 2009 | — | +17.19% |
| 2008 | — | −31.92% |
| 2007 | — | +1.37% |
| 2006 | — | +2.83% |