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

Total Real Returns

VYM,MAIN,SWPPX: Total Return Chart (with Dividends Reinvested)

Fri 2007-10-05? to Fri 2025-05-09 YTD
Return
TR
Price
VYM
×
−0.80%
2025-05-09
4.404 TR
2025-05-09
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
MAIN
×
−7.08%
2025-05-09
15.6 TR
2025-05-09
Main Street Capital Corporation NYSE Common Stock
SWPPX
×
−3.30%
2025-05-09
10.18 TR
2025-05-09
Schwab S&P 500 Index Fund Mutual Fund

Returns

Fri 2007-10-05? to Fri 2025-05-09 Overall
Return
Exponential
Trendline
VYM
×
+291.62%
+8.07%/yr
+11.14%/yr
(R2=0.957)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
MAIN
×
+1,459.65%
+16.90%/yr
+16.96%/yr
(R2=0.931)
Main Street Capital Corporation NYSE Common Stock
SWPPX
×
+398.58%
+9.56%/yr
+12.67%/yr
(R2=0.963)
Schwab S&P 500 Index Fund Mutual Fund

Growth of $10,000

Fri 2007-10-05? to Fri 2025-05-09 Start
Value
End
Value
VYM
×
$10,000.00
2007-10-05
$39,161.70
2025-05-09
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
MAIN
×
$10,000.00
2007-10-05
$155,964.65
2025-05-09
Main Street Capital Corporation NYSE Common Stock
SWPPX
×
$10,000.00
2007-10-05
$49,858.35
2025-05-09
Schwab S&P 500 Index Fund Mutual Fund

Annual Returns

Year VYM MAIN SWPPX
2025 (YTD) −0.80% −7.08% −3.30%
2024 +17.60% +47.30% +24.96%
2023 +6.59% +28.23% +26.26%
2022 −0.45% −11.37% −18.14%
2021 +26.20% +48.31% +28.67%
2020 +1.15% −19.54% +18.38%
2019 +24.06% +36.88% +31.46%
2018 −5.92% −8.27% −4.92%
2017 +16.42% +16.05% +21.76%
2016 +17.04% +37.45% +11.21%
2015 +0.28% +8.54% +0.26%
2014 +13.54% −2.99% +13.55%
2013 +30.08% +16.83% +32.26%
2012 +12.69% +53.48% +15.89%
2011 +10.55% +27.79% +2.02%
2010 +14.22% +24.22% +14.98%
2009 +17.19% +84.84% +26.26%
2008 −31.92% −20.77% −36.70%
2007 +1.37% −4.42% +5.45%
2006 +2.82% +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

Fri 2007-10-05? to Fri 2025-05-09 Current
Drawdown
Worst
Drawdown
VYM
×
−6.29% −56.98%
2009-03-05
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
MAIN
×
−14.46% −64.53%
2020-03-23
Main Street Capital Corporation NYSE Common Stock
SWPPX
×
−7.58% −55.06%
2009-03-09
Schwab S&P 500 Index Fund Mutual Fund