All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2006-11-16? to Tue 2025-07-15 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| VYM × |
+6.51%
2025-07-15 |
4.706 TR
2025-07-15 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| O × |
+9.67%
2025-07-15 |
47.82 TR
2025-07-15 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| SWPPX × |
+7.24%
2025-07-15 |
11.38 TR
2025-07-15 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Thu 2006-11-16? to Tue 2025-07-15 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VYM × |
+370.57%
+8.65%/yr |
+10.45%/yr
(R2=0.937) |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| O × |
+463.65%
+9.71%/yr |
+11.48%/yr
(R2=0.908) |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| SWPPX × |
+536.84%
+10.43%/yr |
+12.09%/yr
(R2=0.943) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Thu 2006-11-16? to Tue 2025-07-15 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VYM × |
$10,000.00
2006-11-16 |
$47,056.79
2025-07-15 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| O × |
$10,000.00
2006-11-16 |
$56,364.65
2025-07-15 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| SWPPX × |
$10,000.00
2006-11-16 |
$63,684.18
2025-07-15 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Year | VYM | O | SWPPX |
|---|---|---|---|
| 2025 (YTD) | +6.51% | +9.67% | +7.24% |
| 2024 | +17.60% | −2.11% | +24.97% |
| 2023 | +6.59% | −4.55% | +26.26% |
| 2022 | −0.45% | −7.37% | −18.14% |
| 2021 | +26.20% | +24.09% | +28.67% |
| 2020 | +1.14% | −11.47% | +18.38% |
| 2019 | +24.06% | +21.27% | +31.45% |
| 2018 | −5.92% | +15.95% | −4.47% |
| 2017 | +16.42% | +3.68% | +21.81% |
| 2016 | +17.04% | +15.78% | +11.82% |
| 2015 | +0.28% | +13.38% | +1.31% |
| 2014 | +13.54% | +34.35% | +13.55% |
| 2013 | +30.08% | −2.30% | +32.26% |
| 2012 | +12.69% | +20.32% | +15.89% |
| 2011 | +10.55% | +7.53% | +2.02% |
| 2010 | +14.22% | +39.32% | +14.98% |
| 2009 | +17.19% | +20.82% | +26.26% |
| 2008 | −31.92% | −8.22% | −36.70% |
| 2007 | +1.37% | +3.27% | +5.45% |
| 2006 | +2.83% | +36.05% | +15.68% |
| 2005 | — | −9.40% | +4.78% |
| 2004 | — | +33.87% | +10.70% |
| 2003 | — | +21.61% | +28.47% |
| 2002 | — | +27.48% | −22.18% |
| 2001 | — | +28.13% | −12.04% |
| 2000 | — | +32.73% | −9.19% |
| 1999 | — | −9.12% | +20.80% |
| 1998 | — | +5.59% | +28.26% |
| 1997 | — | +14.76% | +9.33% |
| 1996 | — | +14.71% | — |
| 1995 | — | +46.26% | — |
| 1994 | — | +10.03% | — |
| Thu 2006-11-16? to Tue 2025-07-15 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VYM × | −1.72% |
−56.98%
2009-03-05 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| O × | −11.31% |
−48.45%
2009-03-06 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| SWPPX × | −0.58% |
−55.06%
2009-03-09 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||