All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2011-10-20? 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 | ||||||
| SCHD × |
−4.97%
2025-05-09 |
4.707 TR
2025-05-09 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SWPPX × |
−3.30%
2025-05-09 |
10.18 TR
2025-05-09 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Thu 2011-10-20? to Fri 2025-05-09 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VYM × |
+345.78%
+11.66%/yr |
+10.56%/yr
(R2=0.969) |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SCHD × |
+370.74%
+12.11%/yr |
+12.45%/yr
(R2=0.975) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SWPPX × |
+483.70%
+13.90%/yr |
+13.09%/yr
(R2=0.976) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Thu 2011-10-20? to Fri 2025-05-09 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VYM × |
$10,000.00
2011-10-20 |
$44,577.75
2025-05-09 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SCHD × |
$10,000.00
2011-10-20 |
$47,073.67
2025-05-09 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SWPPX × |
$10,000.00
2011-10-20 |
$58,370.00
2025-05-09 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Year | VYM | SCHD | SWPPX |
|---|---|---|---|
| 2025 (YTD) | −0.80% | −4.97% | −3.30% |
| 2024 | +17.60% | +11.66% | +24.96% |
| 2023 | +6.59% | +4.54% | +26.26% |
| 2022 | −0.45% | −3.26% | −18.14% |
| 2021 | +26.20% | +29.87% | +28.67% |
| 2020 | +1.15% | +15.03% | +18.38% |
| 2019 | +24.06% | +27.29% | +31.46% |
| 2018 | −5.92% | −5.56% | −4.92% |
| 2017 | +16.42% | +20.85% | +21.76% |
| 2016 | +17.04% | +16.45% | +11.21% |
| 2015 | +0.28% | −0.30% | +0.26% |
| 2014 | +13.54% | +11.69% | +13.55% |
| 2013 | +30.08% | +32.88% | +32.26% |
| 2012 | +12.69% | +11.39% | +15.89% |
| 2011 | +10.55% | +5.31% | +2.02% |
| 2010 | +14.22% | — | +14.98% |
| 2009 | +17.19% | — | +26.26% |
| 2008 | −31.92% | — | −36.70% |
| 2007 | +1.37% | — | +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% |
| Thu 2011-10-20? to Fri 2025-05-09 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VYM × | −6.29% |
−35.21%
2020-03-23 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SCHD × | −11.26% |
−33.37%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SWPPX × | −7.58% |
−33.80%
2020-03-23 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||