All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Thu 2006-04-27? to Fri 2025-04-25 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
VIG × |
−3.20%
2025-04-25 |
5.519 TR
2025-04-25 |
||||
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
SWPPX × |
−5.68%
2025-04-25 |
9.929 TR
2025-04-25 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
Thu 2006-04-27? to Fri 2025-04-25 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VIG × |
+451.87%
+9.41%/yr |
+10.91%/yr
(R2=0.955) |
||||
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
SWPPX × |
+493.74%
+9.83%/yr |
+11.50%/yr
(R2=0.933) |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
Thu 2006-04-27? to Fri 2025-04-25 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VIG × |
$10,000.00
2006-04-27 |
$55,186.82
2025-04-25 |
||||
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
SWPPX × |
$10,000.00
2006-04-27 |
$59,374.46
2025-04-25 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
Year | VIG | SWPPX |
---|---|---|
2025 (YTD) | −3.20% | −5.68% |
2024 | +16.99% | +24.96% |
2023 | +14.51% | +26.26% |
2022 | −9.81% | −18.14% |
2021 | +23.76% | +28.67% |
2020 | +15.43% | +18.38% |
2019 | +29.62% | +31.46% |
2018 | −2.08% | −4.92% |
2017 | +22.22% | +21.76% |
2016 | +11.96% | +11.21% |
2015 | −1.94% | +0.26% |
2014 | +10.08% | +13.55% |
2013 | +28.87% | +32.26% |
2012 | +11.65% | +15.89% |
2011 | +6.16% | +2.02% |
2010 | +14.74% | +14.98% |
2009 | +19.59% | +26.26% |
2008 | −26.69% | −36.70% |
2007 | +5.63% | +5.45% |
2006 | +8.55% | +15.68% |
2005 | — | +4.78% |
2004 | — | +10.70% |
2003 | — | +28.47% |
2002 | — | −22.18% |
2001 | — | −12.04% |
2000 | — | −9.19% |
1999 | — | +21.97% |
1998 | — | +28.26% |
1997 | — | +9.33% |
Thu 2006-04-27? to Fri 2025-04-25 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VIG × | −7.63% |
−46.81%
2009-03-09 |
||||
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
SWPPX × | −9.86% |
−55.06%
2009-03-09 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||