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

Total Real Returns

VYM,JGCGX: Total Return Chart (with Dividends Reinvested)

Fri 2014-11-07? to Fri 2025-08-01 YTD
Return 		TR
Price
VYM × 		+5.55%
2025-08-01 		4.686 TR
2025-08-01
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JGCGX × 		+3.96%
2025-08-01 		1.394 TR
2025-08-01
Jpmorgan Income Fund Class C Mutual Fund

Returns

Fri 2014-11-07? to Fri 2025-08-01 Overall
Return 		Exponential
Trendline
VYM × 		+169.88%
+9.69%/yr 		+9.89%/yr
(R2=0.955)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JGCGX × 		+39.38%
+3.14%/yr 		+2.84%/yr
(R2=0.823)
Jpmorgan Income Fund Class C Mutual Fund

Growth of $10,000

Fri 2014-11-07? to Fri 2025-08-01 Start
Value 		End
Value
VYM × 		$10,000.00
2014-11-07 		$26,987.84
2025-08-01
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JGCGX × 		$10,000.00
2014-11-07 		$13,938.35
2025-08-01
Jpmorgan Income Fund Class C Mutual Fund

Annual Returns

Year VYM JGCGX
2025 (YTD) +5.55% +3.96%
2024 +17.60% +7.27%
2023 +6.59% +5.77%
2022 −0.45% −9.05%
2021 +26.20% +2.81%
2020 +1.14% +2.26%
2019 +24.06% +10.95%
2018 −5.92% +0.35%
2017 +16.42% +5.07%
2016 +17.04% +7.81%
2015 +0.28% −1.31%
2014 +13.54% −0.71%
2013 +30.08% —
2012 +12.69% —
2011 +10.55% —
2010 +14.22% —
2009 +17.19% —
2008 −31.92% —
2007 +1.37% —
2006 +2.83% —

Drawdowns

Fri 2014-11-07? to Fri 2025-08-01 Current
Drawdown 		Worst
Drawdown
VYM × 		−2.75% −35.21%
2020-03-23
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JGCGX × 		0.00% −18.40%
2020-03-25
Jpmorgan Income Fund Class C Mutual Fund