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 Thu 2026-01-15 YTD
Return
TRR
Price
DIVO
×
+2.09%
2026-01-15
2.16 TRR
2026-01-15
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
DJIA
×
+1.73%
2026-01-15
1.18 TRR
2026-01-15
Global X Dow 30 Covered Call ETF Exchange-Traded Fund
VBINX
×
+1.25%
2026-01-15
8.15 TRR
2026-01-15
Vanguard Balanced Index Fund Investor Shares Mutual Fund

Returns

Thu 2022-02-24? to Thu 2026-01-15 Overall
Return
Exponential
Trendline
DIVO
×
+33.65%
+7.74%/yr
+9.05%/yr
(R2=0.837)
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
DJIA
×
+17.96%
+4.34%/yr
+5.08%/yr
(R2=0.656)
Global X Dow 30 Covered Call ETF Exchange-Traded Fund
VBINX
×
+31.51%
+7.29%/yr
+11.11%/yr
(R2=0.824)
Vanguard Balanced Index Fund Investor Shares Mutual Fund

Growth of $10,000

Thu 2022-02-24? to Thu 2026-01-15 Start
Value
End
Value
DIVO
×
$10,000.00
2022-02-24
$13,364.68
2026-01-15
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
DJIA
×
$10,000.00
2022-02-24
$11,795.68
2026-01-15
Global X Dow 30 Covered Call ETF Exchange-Traded Fund
VBINX
×
$10,000.00
2022-02-24
$13,150.51
2026-01-15
Vanguard Balanced Index Fund Investor Shares Mutual Fund

Annual Returns

Year DIVO DJIA VBINX
2026 (YTD) +2.09% +1.73% +1.25%
2025 +11.99% +6.27% +12.03%
2024 +12.95% +11.34% +14.84%
2023 +3.50% +5.62% +16.33%
2022 −7.45% −7.21% −21.38%
2021 +14.80% +8.57%
2020 +10.91% +15.91%
2019 +22.11% +19.16%
2018 −5.02% −4.79%
2017 +18.91% +11.40%
2016 −0.57% +6.45%
2015 −0.38%
2014 +8.97%
2013 +16.24%
2012 +9.44%
2011 +1.13%
2010 +11.48%
2009 +16.92%
2008 −22.32%
2007 +1.99%
2006 +8.34%
2005 +1.15%
2004 +7.09%
2003 +17.67%
2002 −11.63%
2001 −4.40%
2000 −2.58%
1999 +14.00%
1998 +19.06%
1997 +21.38%
1996 +10.93%
1995 +24.97%
1994 −4.12%
1993 +8.58%
1992 +3.66%

Drawdowns

Thu 2022-02-24? to Thu 2026-01-15 Current
Drawdown
Worst
Drawdown
DIVO
×
−1.52% −16.10%
2022-09-30
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
DJIA
×
0.00% −19.62%
2022-09-30
Global X Dow 30 Covered Call ETF Exchange-Traded Fund
VBINX
×
−0.15% −20.48%
2022-10-14
Vanguard Balanced Index Fund Investor Shares Mutual Fund