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

Total Real Returns

SPY,SCHD,VIG: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2011-10-20? to Thu 2025-05-29 YTD
Return
TRR
Price
SPY
×
−0.83%
2025-05-29
10.7 TRR
2025-05-29
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHD
×
−5.01%
2025-05-29
3.378 TRR
2025-05-29
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VIG
×
−0.56%
2025-05-29
3.616 TRR
2025-05-29
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund

Returns

Thu 2011-10-20? to Thu 2025-05-29 Overall
Return
Exponential
Trendline
SPY
×
+336.78%
+11.44%/yr
+10.40%/yr
(R2=0.956)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHD
×
+237.80%
+9.36%/yr
+9.56%/yr
(R2=0.948)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VIG
×
+250.20%
+9.65%/yr
+9.19%/yr
(R2=0.960)
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Thu 2025-05-29 Start
Value
End
Value
SPY
×
$10,000.00
2011-10-20
$43,678.29
2025-05-29
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$33,780.47
2025-05-29
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VIG
×
$10,000.00
2011-10-20
$35,020.41
2025-05-29
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund

Annual Returns

Year SPY SCHD VIG
2025 (YTD) −0.83% −5.01% −0.56%
2024 +21.39% +8.54% +13.71%
2023 +22.09% +1.15% +10.81%
2022 −23.15% −9.15% −15.29%
2021 +20.27% +21.33% +15.63%
2020 +16.74% +13.50% +13.88%
2019 +28.29% +24.43% +26.72%
2018 −6.35% −7.30% −3.91%
2017 +19.18% +18.29% +19.69%
2016 +9.72% +14.12% +9.69%
2015 +0.50% −1.00% −2.66%
2014 +12.61% +10.81% +9.26%
2013 +30.35% +30.92% +26.97%
2012 +14.01% +9.50% +9.75%
2011 −1.04% +5.71% +3.10%
2010 +13.36% +13.04%
2009 +23.00% +16.41%
2008 −36.85% −26.75%
2007 +1.01% +1.47%
2006 +13.01% +8.30%
2005 +1.35%
2004 +7.22%
2003 +25.81%
2002 −23.40%
2001 −13.11%
2000 −12.70%
1999 +17.24%
1998 +26.65%
1997 +31.24%
1996 +18.57%
1995 +34.63%
1994 −2.22%
1993 +6.30%

Drawdowns

Thu 2011-10-20? to Thu 2025-05-29 Current
Drawdown
Worst
Drawdown
SPY
×
−4.27% −33.67%
2020-03-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHD
×
−11.34% −33.50%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VIG
×
−4.47% −31.70%
2020-03-23
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund