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

Total Real Returns

DIVO,DJIA,VBINX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2022-02-24? to Fri 2025-12-26 YTD
Return
TRR
Price
DIVO
×
+15.80%
2025-12-26
2.187 TRR
2025-12-26
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
DJIA
×
+6.56%
2025-12-26
1.163 TRR
2025-12-26
Global X Dow 30 Covered Call ETF Exchange-Traded Fund
VBINX
×
+9.38%
2025-12-26
7.857 TRR
2025-12-26
Vanguard Balanced Index Fund Investor Shares Mutual Fund

Returns

Thu 2022-02-24? to Fri 2025-12-26 Overall
Return
Exponential
Trendline
DIVO
×
+35.38%
+8.22%/yr
+8.95%/yr
(R2=0.830)
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
DJIA
×
+16.28%
+4.01%/yr
+4.95%/yr
(R2=0.642)
Global X Dow 30 Covered Call ETF Exchange-Traded Fund
VBINX
×
+26.82%
+6.39%/yr
+10.99%/yr
(R2=0.816)
Vanguard Balanced Index Fund Investor Shares Mutual Fund

Growth of $10,000

Thu 2022-02-24? to Fri 2025-12-26 Start
Value
End
Value
DIVO
×
$10,000.00
2022-02-24
$13,537.87
2025-12-26
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
DJIA
×
$10,000.00
2022-02-24
$11,628.03
2025-12-26
Global X Dow 30 Covered Call ETF Exchange-Traded Fund
VBINX
×
$10,000.00
2022-02-24
$12,682.04
2025-12-26
Vanguard Balanced Index Fund Investor Shares Mutual Fund

Annual Returns

Year DIVO DJIA VBINX
2025 (YTD) +15.80% +6.56% +9.38%
2024 +12.96% +11.30% +14.83%
2023 +3.49% +5.66% +16.33%
2022 −7.45% −7.21% −21.37%
2021 +14.78% +8.57%
2020 +10.90% +15.91%
2019 +22.09% +19.16%
2018 −4.98% −4.77%
2017 +18.89% +11.40%
2016 −0.57% +6.40%
2015 −0.37%
2014 +9.01%
2013 +16.20%
2012 +9.40%
2011 +1.14%
2010 +11.47%
2009 +16.94%
2008 −22.27%
2007 +1.99%
2006 +8.26%
2005 +1.18%
2004 +7.12%
2003 +17.64%
2002 −11.66%
2001 −4.38%
2000 −2.50%
1999 +13.91%
1998 +19.14%
1997 +21.34%
1996 +10.93%
1995 +24.96%
1994 −4.12%
1993 +8.57%
1992 +3.65%

Drawdowns

Thu 2022-02-24? to Fri 2025-12-26 Current
Drawdown
Worst
Drawdown
DIVO
×
−0.09% −16.11%
2022-09-30
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
DJIA
×
−0.09% −19.59%
2022-09-30
Global X Dow 30 Covered Call ETF Exchange-Traded Fund
VBINX
×
−2.86% −20.50%
2022-10-14
Vanguard Balanced Index Fund Investor Shares Mutual Fund