All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

DGRO,VTSAX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2014-06-12? to Fri 2026-05-08 YTD
Return
TRR
Price
DGRO
×
+3.34%
2026-05-08
2.799 TRR
2026-05-08
iShares Core Dividend Growth ETF Exchange-Traded Fund
VTSAX
×
+6.22%
2026-05-08
4.827 TRR
2026-05-08
Vanguard Total Stock Market Index Fund Admiral Shares Mutual Fund

Returns

Thu 2014-06-12? to Fri 2026-05-08 Overall
Return
Exponential
Trendline
DGRO
×
+179.87%
+9.03%/yr
+8.69%/yr
(R2=0.941)
iShares Core Dividend Growth ETF Exchange-Traded Fund
VTSAX
×
+217.67%
+10.20%/yr
+9.43%/yr
(R2=0.925)
Vanguard Total Stock Market Index Fund Admiral Shares Mutual Fund

Growth of $10,000

Thu 2014-06-12? to Fri 2026-05-08 Start
Value
End
Value
DGRO
×
$10,000.00
2014-06-12
$27,987.35
2026-05-08
iShares Core Dividend Growth ETF Exchange-Traded Fund
VTSAX
×
$10,000.00
2014-06-12
$31,767.49
2026-05-08
Vanguard Total Stock Market Index Fund Admiral Shares Mutual Fund

Annual Returns

Year DGRO VTSAX
2026 (YTD) +3.34% +6.22%
2025 +12.68% +14.07%
2024 +13.35% +20.28%
2023 +6.89% +21.91%
2022 −13.50% −24.41%
2021 +18.32% +17.45%
2020 +8.03% +19.36%
2019 +26.97% +27.87%
2018 −4.21% −6.96%
2017 +20.46% +18.66%
2016 +12.87% +10.38%
2015 −1.42% −0.36%
2014 +10.07% +11.71%
2013 +31.54%
2012 +14.40%
2011 −1.83%
2010 +15.52%
2009 +25.40%
2008 −37.05%
2007 +1.41%
2006 +12.79%
2005 +2.57%
2004 +9.80%
2003 +28.99%
2002 −22.80%
2001 −12.26%
2000 −2.53%

Drawdowns

Thu 2014-06-12? to Fri 2026-05-08 Current
Drawdown
Worst
Drawdown
DGRO
×
−2.54% −35.10%
2020-03-23
iShares Core Dividend Growth ETF Exchange-Traded Fund
VTSAX
×
0.00% −34.93%
2020-03-23
Vanguard Total Stock Market Index Fund Admiral Shares Mutual Fund