All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Thu 2014-06-12? to Mon 2025-04-28 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
VYM × |
−2.36%
2025-04-28 |
4.334 TR
2025-04-28 |
||||
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
SCHD × |
−4.75%
2025-04-28 |
4.718 TR
2025-04-28 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
KO × |
+16.16%
2025-04-28 |
1307.65 TR
2025-04-28 |
||||
The Coca-Cola Company NYSE Common Stock | ||||||
DGRO × |
−2.27%
2025-04-28 |
3.114 TR
2025-04-28 |
||||
iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
T × |
+22.56%
2025-04-28 |
57.41 TR
2025-04-28 |
||||
AT&T Inc NYSE Common Stock | ||||||
Thu 2014-06-12? to Mon 2025-04-28 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VYM × |
+165.35%
+9.39%/yr |
+9.76%/yr
(R2=0.955) |
||||
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
SCHD × |
+190.29%
+10.29%/yr |
+12.21%/yr
(R2=0.957) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
KO × |
+149.40%
+8.76%/yr |
+8.41%/yr
(R2=0.946) |
||||
The Coca-Cola Company NYSE Common Stock | ||||||
DGRO × |
+211.42%
+11.01%/yr |
+12.10%/yr
(R2=0.968) |
||||
iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
T × |
+98.52%
+6.51%/yr |
+1.40%/yr
(R2=0.099) |
||||
AT&T Inc NYSE Common Stock | ||||||
Thu 2014-06-12? to Mon 2025-04-28 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VYM × |
$10,000.00
2014-06-12 |
$26,535.05
2025-04-28 |
||||
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
SCHD × |
$10,000.00
2014-06-12 |
$29,028.74
2025-04-28 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
KO × |
$10,000.00
2014-06-12 |
$24,940.07
2025-04-28 |
||||
The Coca-Cola Company NYSE Common Stock | ||||||
DGRO × |
$10,000.00
2014-06-12 |
$31,141.67
2025-04-28 |
||||
iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
T × |
$10,000.00
2014-06-12 |
$19,851.88
2025-04-28 |
||||
AT&T Inc NYSE Common Stock | ||||||
Thu 2014-06-12? to Mon 2025-04-28 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VYM × | −7.76% |
−35.21%
2020-03-23 |
||||
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
SCHD × | −11.06% |
−33.37%
2020-03-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
KO × | −2.86% |
−36.99%
2020-03-23 |
||||
The Coca-Cola Company NYSE Common Stock | ||||||
DGRO × | −7.13% |
−35.10%
2020-03-23 |
||||
iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
T × | −3.68% |
−42.35%
2023-07-18 |
||||
AT&T Inc NYSE Common Stock | ||||||