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

Total Real Returns

SCHD,VYM,AMLP,SGOV: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2020-05-28? to Wed 2025-07-16 YTD
Return
TRR
Price
SCHD
×
−1.82%
2025-07-16
3.491 TRR
2025-07-16
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
+4.10%
2025-07-16
2.952 TRR
2025-07-16
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
AMLP
×
+2.64%
2025-07-16
1.384 TRR
2025-07-16
Alerian MLP ETF Exchange-Traded Fund
SGOV
×
−0.01%
2025-07-16
0.9139 TRR
2025-07-16
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund

Returns

Thu 2020-05-28? to Wed 2025-07-16 Overall
Return
Exponential
Trendline
SCHD
×
+47.00%
+7.79%/yr
+4.04%/yr
(R2=0.339)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
+56.52%
+9.12%/yr
+5.81%/yr
(R2=0.592)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
AMLP
×
+119.39%
+16.54%/yr
+18.93%/yr
(R2=0.898)
Alerian MLP ETF Exchange-Traded Fund
SGOV
×
−8.61%
−1.74%/yr
−1.80%/yr
(R2=0.403)
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-28? to Wed 2025-07-16 Start
Value
End
Value
SCHD
×
$10,000.00
2020-05-28
$14,699.78
2025-07-16
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
$10,000.00
2020-05-28
$15,652.43
2025-07-16
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
AMLP
×
$10,000.00
2020-05-28
$21,938.68
2025-07-16
Alerian MLP ETF Exchange-Traded Fund
SGOV
×
$10,000.00
2020-05-28
$9,139.25
2025-07-16
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund

Annual Returns

Year SCHD VYM AMLP SGOV
2025 (YTD) −1.82% +4.10% +2.64% −0.01%
2024 +8.50% +14.30% +19.33% +2.33%
2023 +1.16% +3.13% +17.44% +1.71%
2022 −9.13% −6.49% +17.87% −4.59%
2021 +21.31% +17.91% +29.92% −6.53%
2020 +13.52% −0.21% −33.18% −1.52%
2019 +24.42% +21.29% +3.64%
2018 −7.33% −7.69% −14.29%
2017 +18.39% +14.01% −9.81%
2016 +14.03% +14.66% +12.61%
2015 −1.00% −0.44% −26.20%
2014 +10.86% +12.68% +4.04%
2013 +30.91% +28.15% +16.76%
2012 +9.49% +10.77% +0.17%
2011 +5.73% +7.38% +6.94%
2010 +12.53% +8.50%
2009 +14.07%
2008 −31.97%
2007 −2.63%
2006 +2.75%

Drawdowns

Thu 2020-05-28? to Wed 2025-07-16 Current
Drawdown
Worst
Drawdown
SCHD
×
−8.37% −21.65%
2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
−1.35% −20.56%
2022-09-30
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
AMLP
×
−6.53% −37.50%
2020-09-24
Alerian MLP ETF Exchange-Traded Fund
SGOV
×
−8.61% −13.24%
2022-07-01
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund