All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Fri 2014-11-07? to Mon 2025-05-12 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| VYM × |
+1.59%
2025-05-12 |
4.51 TR
2025-05-12 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SCHD × |
−2.39%
2025-05-12 |
4.835 TR
2025-05-12 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JGCGX × |
+1.99%
2025-05-12 |
1.366 TR
2025-05-12 |
||||
| Jpmorgan Income Fund Class C Mutual Fund | ||||||
| Fri 2014-11-07? to Mon 2025-05-12 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VYM × |
+159.75%
+9.51%/yr |
+9.84%/yr
(R2=0.952) |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SCHD × |
+180.52%
+10.31%/yr |
+12.34%/yr
(R2=0.954) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JGCGX × |
+36.55%
+3.01%/yr |
+2.79%/yr
(R2=0.809) |
||||
| Jpmorgan Income Fund Class C Mutual Fund | ||||||
| Fri 2014-11-07? to Mon 2025-05-12 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VYM × |
$10,000.00
2014-11-07 |
$25,975.26
2025-05-12 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SCHD × |
$10,000.00
2014-11-07 |
$28,051.96
2025-05-12 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JGCGX × |
$10,000.00
2014-11-07 |
$13,655.16
2025-05-12 |
||||
| Jpmorgan Income Fund Class C Mutual Fund | ||||||
| Year | VYM | SCHD | JGCGX |
|---|---|---|---|
| 2025 (YTD) | +1.59% | −2.39% | +1.99% |
| 2024 | +17.60% | +11.66% | +7.27% |
| 2023 | +6.59% | +4.54% | +5.77% |
| 2022 | −0.45% | −3.26% | −9.05% |
| 2021 | +26.20% | +29.87% | +2.81% |
| 2020 | +1.15% | +15.03% | +2.14% |
| 2019 | +24.06% | +27.29% | +10.92% |
| 2018 | −5.92% | −5.56% | +0.35% |
| 2017 | +16.42% | +20.85% | +5.07% |
| 2016 | +17.04% | +16.45% | +7.81% |
| 2015 | +0.28% | −0.30% | −1.31% |
| 2014 | +13.54% | +11.69% | −0.71% |
| 2013 | +30.08% | +32.88% | — |
| 2012 | +12.69% | +11.39% | — |
| 2011 | +10.55% | +5.31% | — |
| 2010 | +14.22% | — | — |
| 2009 | +17.19% | — | — |
| 2008 | −31.92% | — | — |
| 2007 | +1.37% | — | — |
| 2006 | +2.82% | — | — |
| Fri 2014-11-07? to Mon 2025-05-12 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VYM × | −4.03% |
−35.21%
2020-03-23 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SCHD × | −8.85% |
−33.37%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JGCGX × | −0.35% |
−18.41%
2020-03-25 |
||||
| Jpmorgan Income Fund Class C Mutual Fund | ||||||