All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

VIG,SWPPX: Total Return Chart (with Dividends Reinvested)

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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