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

Total Real Returns

VYM,MRK,PEP,TXN,BX: Total Return Chart (with Dividends Reinvested)

Fri 2007-06-22? to Mon 2025-05-19 YTD
Return
TR
Price
VYM
×
+2.73%
2025-05-19
4.56 TR
2025-05-19
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
MRK
×
−21.70%
2025-05-19
991.4 TR
2025-05-19
Merck & Company Inc NYSE Common Stock
PEP
×
−12.56%
2025-05-19
128.16 TR
2025-05-19
PepsiCo Inc NASDAQ Common Stock
TXN
×
+2.05%
2025-05-19
203.77 TR
2025-05-19
Texas Instruments Incorporated NASDAQ Common Stock
BX
×
−14.32%
2025-05-19
10.86 TR
2025-05-19
Blackstone Group Inc NYSE Common Stock

Returns

Fri 2007-06-22? to Mon 2025-05-19 Overall
Return
Exponential
Trendline
VYM
×
+322.51%
+8.38%/yr
+10.89%/yr
(R2=0.949)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
MRK
×
+210.20%
+6.53%/yr
+11.57%/yr
(R2=0.928)
Merck & Company Inc NYSE Common Stock
PEP
×
+240.39%
+7.08%/yr
+10.42%/yr
(R2=0.961)
PepsiCo Inc NASDAQ Common Stock
TXN
×
+692.99%
+12.26%/yr
+18.44%/yr
(R2=0.947)
Texas Instruments Incorporated NASDAQ Common Stock
BX
×
+986.38%
+14.25%/yr
+22.45%/yr
(R2=0.919)
Blackstone Group Inc NYSE Common Stock

Growth of $10,000

Fri 2007-06-22? to Mon 2025-05-19 Start
Value
End
Value
VYM
×
$10,000.00
2007-06-22
$42,250.87
2025-05-19
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
MRK
×
$10,000.00
2007-06-22
$31,019.55
2025-05-19
Merck & Company Inc NYSE Common Stock
PEP
×
$10,000.00
2007-06-22
$34,038.87
2025-05-19
PepsiCo Inc NASDAQ Common Stock
TXN
×
$10,000.00
2007-06-22
$79,298.72
2025-05-19
Texas Instruments Incorporated NASDAQ Common Stock
BX
×
$10,000.00
2007-06-22
$108,638.01
2025-05-19
Blackstone Group Inc NYSE Common Stock

Annual Returns

Year VYM MRK PEP TXN BX
2025 (YTD) +2.73% −21.70% −12.56% +2.05% −14.32%
2024 +17.60% −6.26% −7.60% +13.14% +35.07%
2023 +6.59% +1.01% −3.29% +6.41% +82.75%
2022 −0.45% +49.42% +6.78% −9.86% −40.01%
2021 +26.20% +1.75% +20.56% +17.53% +107.11%
2020 +1.15% −7.20% +11.67% +31.70% +19.78%
2019 +24.06% +22.27% +27.38% +39.56% +96.33%
2018 −5.92% +39.95% −4.81% −7.17% +0.10%
2017 +16.42% −1.49% +17.82% +46.75% +27.34%
2016 +17.04% +15.05% +7.79% +36.71% +0.98%
2015 +0.28% −3.89% +8.75% +5.17% −6.91%
2014 +13.54% +16.93% +17.27% +25.09% +13.80%
2013 +30.08% +26.83% +24.65% +46.29% +113.37%
2012 +12.69% +13.14% +6.39% +8.71% +15.37%
2011 +10.55% +9.56% +4.76% −8.88% +3.51%
2010 +14.22% +2.91% +10.69% +27.08% +12.66%
2009 +17.19% +26.70% +14.63% +71.84% +115.49%
2008 −31.92% −45.33% −25.96% −52.76% −67.45%
2007 +1.37% +37.35% +23.88% +17.01% −35.97%
2006 +2.82% +42.68% +7.86% −9.82%
2005 +4.04% +15.24% +30.78%
2004 −27.77% +13.81% −15.90%
2003 −11.20% +12.04% +96.58%
2002 −1.21% −12.14% −46.19%
2001 −35.96% −0.54% −40.75%
2000 +41.76% +42.63% −1.80%
1999 −7.49% −12.47% +126.32%
1998 +41.30% +14.31% +91.09%
1997 +35.65% +49.56% +42.21%
1996 +23.94% +6.00% +25.33%
1995 +76.60% +54.14% +39.00%
1994 +14.85% −11.32% +19.44%
1993 −18.33% −1.51% +37.71%
1992 −20.31% +22.51% +54.43%
1991 +88.89% +30.29% −17.20%
1990 +18.95% +21.91% +8.14%
1989 +37.49% +62.09% −11.27%
1988 +11.95% +18.35% −26.46%
1987 +29.98% +28.37% +41.59%
1986 +84.61% +7.21% +11.96%
1985 +50.10% +69.68% −11.72%
1984 +7.70% −2.28% −13.80%
1983 +10.20% +2.97%
1982 +3.62% +67.23%
1981 +3.08% −33.40%
1980 +21.28% +37.75%
1979 +10.03% +9.52%
1978 +25.59% +9.20%
1977 −16.22% −28.50%
1976 +0.45% +8.59%
1975 +6.26% +39.74%
1974 −16.58% −37.09%
1973 −8.09% +18.22%
1972 +45.37% +11.32%
1971 +27.87%
1970 −10.77%
1969 +25.56%
1968 +6.67%
1967 +9.93%
1966 +8.85%
1965 +42.13%
1964 +35.99%
1963 +40.98%
1962 −13.22%

Drawdowns

Fri 2007-06-22? to Mon 2025-05-19 Current
Drawdown
Worst
Drawdown
VYM
×
−2.96% −56.98%
2009-03-05
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
MRK
×
−40.55% −63.30%
2009-03-09
Merck & Company Inc NYSE Common Stock
PEP
×
−28.51% −40.41%
2009-03-09
PepsiCo Inc NASDAQ Common Stock
TXN
×
−13.14% −63.82%
2009-03-02
Texas Instruments Incorporated NASDAQ Common Stock
BX
×
−25.79% −87.65%
2009-02-26
Blackstone Group Inc NYSE Common Stock