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

Total Real Returns

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

Wed 2016-12-14? to Mon 2024-09-30 YTD
Return
TRR
Price
DIVO
×
+13.63%
2024-09-30
1.9 TRR
2024-09-30
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
DGRO
×
+15.22%
2024-09-30
2.443 TRR
2024-09-30
iShares Core Dividend Growth ETF Exchange-Traded Fund
VIG
×
+14.55%
2024-09-30
3.664 TRR
2024-09-30
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund

Returns

Wed 2016-12-14? to Mon 2024-09-30 Overall
Return
Exponential
Trendline
DIVO
×
+89.99%
+8.58%/yr
+7.43%/yr
(R2=0.865)
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
DGRO
×
+98.26%
+9.18%/yr
+7.50%/yr
(R2=0.812)
iShares Core Dividend Growth ETF Exchange-Traded Fund
VIG
×
+105.05%
+9.65%/yr
+7.95%/yr
(R2=0.831)
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund

Growth of $10,000

Wed 2016-12-14? to Mon 2024-09-30 Start
Value
End
Value
DIVO
×
$10,000.00
2016-12-14
$18,999.08
2024-09-30
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
DGRO
×
$10,000.00
2016-12-14
$19,826.06
2024-09-30
iShares Core Dividend Growth ETF Exchange-Traded Fund
VIG
×
$10,000.00
2016-12-14
$20,505.23
2024-09-30
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund

Annual Returns

Year DIVO DGRO VIG
2024 (YTD) +13.63% +15.22% +14.55%
2023 +3.48% +6.90% +10.80%
2022 −7.45% −13.51% −15.28%
2021 +14.80% +18.32% +15.62%
2020 +10.90% +8.04% +13.88%
2019 +22.09% +26.97% +26.73%
2018 −4.99% −4.23% −3.92%
2017 +18.93% +20.46% +19.69%
2016 −0.60% +12.90% +9.69%
2015 −1.42% −2.66%
2014 +10.05% +9.26%
2013 +26.96%
2012 +9.74%
2011 +3.11%
2010 +13.05%
2009 +16.43%
2008 −26.76%
2007 +1.47%
2006 +8.31%

Drawdowns

Wed 2016-12-14? to Mon 2024-09-30 Current
Drawdown
Worst
Drawdown
DIVO
×
0.00% −30.26%
2020-03-23
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
DGRO
×
0.00% −35.11%
2020-03-23
iShares Core Dividend Growth ETF Exchange-Traded Fund
VIG
×
0.00% −31.70%
2020-03-23
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund