All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2014-06-12? to Tue 2025-07-01 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SPY × |
+6.02%
2025-07-01 |
25.34 TR
2025-07-01 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| DGRO × |
+6.66%
2025-07-01 |
3.398 TR
2025-07-01 |
||||
| iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
| VIG × |
+6.19%
2025-07-01 |
6.054 TR
2025-07-01 |
||||
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Thu 2014-06-12? to Tue 2025-07-01 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPY × |
+287.88%
+13.05%/yr |
+13.08%/yr
(R2=0.962) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| DGRO × |
+239.85%
+11.70%/yr |
+12.06%/yr
(R2=0.969) |
||||
| iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
| VIG × |
+233.06%
+11.50%/yr |
+12.08%/yr
(R2=0.972) |
||||
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Thu 2014-06-12? to Tue 2025-07-01 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPY × |
$10,000.00
2014-06-12 |
$38,788.02
2025-07-01 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| DGRO × |
$10,000.00
2014-06-12 |
$33,984.76
2025-07-01 |
||||
| iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
| VIG × |
$10,000.00
2014-06-12 |
$33,306.23
2025-07-01 |
||||
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Year | SPY | DGRO | VIG |
|---|---|---|---|
| 2025 (YTD) | +6.02% | +6.66% | +6.19% |
| 2024 | +24.89% | +16.62% | +16.99% |
| 2023 | +26.18% | +10.47% | +14.51% |
| 2022 | −18.18% | −7.91% | −9.81% |
| 2021 | +28.73% | +26.65% | +23.76% |
| 2020 | +18.33% | +9.50% | +15.43% |
| 2019 | +31.22% | +29.87% | +29.62% |
| 2018 | −4.57% | −2.38% | −2.08% |
| 2017 | +21.71% | +23.00% | +22.22% |
| 2016 | +12.00% | +15.20% | +11.96% |
| 2015 | +1.23% | −0.69% | −1.94% |
| 2014 | +13.46% | +8.56% | +10.08% |
| 2013 | +32.31% | — | +28.87% |
| 2012 | +15.99% | — | +11.65% |
| 2011 | +1.90% | — | +6.16% |
| 2010 | +15.06% | — | +14.74% |
| 2009 | +26.35% | — | +19.58% |
| 2008 | −36.79% | — | −26.69% |
| 2007 | +5.15% | — | +5.63% |
| 2006 | +15.85% | — | +8.55% |
| 2005 | +4.83% | — | — |
| 2004 | +10.70% | — | — |
| 2003 | +28.18% | — | — |
| 2002 | −21.58% | — | — |
| 2001 | −11.76% | — | — |
| 2000 | −9.74% | — | — |
| 1999 | +20.39% | — | — |
| 1998 | +28.69% | — | — |
| 1997 | +33.48% | — | — |
| 1996 | +22.50% | — | — |
| 1995 | +38.06% | — | — |
| 1994 | +0.40% | — | — |
| 1993 | +8.71% | — | — |
| Thu 2014-06-12? to Tue 2025-07-01 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPY × | −0.03% |
−33.72%
2020-03-23 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| DGRO × | 0.00% |
−35.10%
2020-03-23 |
||||
| iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
| VIG × | 0.00% |
−31.72%
2020-03-23 |
||||
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||