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 Wed 2026-04-01 YTD
Return
TRR
Price
SPY
×
−4.68%
2026-04-01
11.79 TRR
2026-04-01
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHD
×
+10.99%
2026-04-01
4.011 TRR
2026-04-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VIG
×
−2.54%
2026-04-01
3.942 TRR
2026-04-01
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund

Returns

Thu 2011-10-20? to Wed 2026-04-01 Overall
Return
Exponential
Trendline
SPY
×
+381.37%
+11.49%/yr
+10.52%/yr
(R2=0.963)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHD
×
+301.08%
+10.09%/yr
+9.24%/yr
(R2=0.948)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VIG
×
+281.73%
+9.72%/yr
+9.16%/yr
(R2=0.966)
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Wed 2026-04-01 Start
Value
End
Value
SPY
×
$10,000.00
2011-10-20
$48,136.94
2026-04-01
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$40,107.80
2026-04-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VIG
×
$10,000.00
2011-10-20
$38,173.45
2026-04-01
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund

Annual Returns

Year SPY SCHD VIG
2026 (YTD) −4.68% +10.99% −2.54%
2025 +14.65% +1.63% +11.20%
2024 +21.39% +8.50% +13.71%
2023 +22.09% +1.18% +10.80%
2022 −23.15% −9.14% −15.29%
2021 +20.27% +21.34% +15.63%
2020 +16.74% +13.45% +13.89%
2019 +28.29% +24.45% +26.73%
2018 −6.35% −7.32% −3.92%
2017 +19.19% +18.36% +19.69%
2016 +9.72% +14.07% +9.70%
2015 +0.50% −1.02% −2.66%
2014 +12.61% +10.84% +9.26%
2013 +30.35% +30.92% +26.97%
2012 +14.01% +9.50% +9.74%
2011 −1.04% +5.73% +3.11%
2010 +13.35% +13.05%
2009 +23.01% +16.41%
2008 −36.85% −26.75%
2007 +1.01% +1.48%
2006 +13.00% +8.30%
2005 +1.36%
2004 +7.21%
2003 +25.81%
2002 −23.40%
2001 −13.10%
2000 −12.70%
1999 +17.24%
1998 +26.65%
1997 +31.25%
1996 +18.61%
1995 +34.63%
1994 −2.22%
1993 +6.21%

Drawdowns

Thu 2011-10-20? to Wed 2026-04-01 Current
Drawdown
Worst
Drawdown
SPY
×
−6.36% −33.67%
2020-03-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHD
×
−3.63% −33.53%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VIG
×
−6.25% −31.71%
2020-03-23
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund