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

Total Real Returns

VBMFX,SPYI,VOO: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Tue 2022-08-30? to Wed 2025-05-14 YTD
Return
TRR
Price
VBMFX
×
−0.37%
2025-05-14
2.284 TRR
2025-05-14
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
SPYI
×
−0.73%
2025-05-14
1.278 TRR
2025-05-14
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
VOO
×
−1.12%
2025-05-14
4.769 TRR
2025-05-14
Vanguard S&P 500 ETF Exchange-Traded Fund

Returns

Tue 2022-08-30? to Wed 2025-05-14 Overall
Return
Exponential
Trendline
VBMFX
×
−2.93%
−1.09%/yr
+0.73%/yr
(R2=0.069)
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
SPYI
×
+27.76%
+9.48%/yr
+12.67%/yr
(R2=0.900)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
VOO
×
+41.90%
+13.81%/yr
+19.17%/yr
(R2=0.907)
Vanguard S&P 500 ETF Exchange-Traded Fund

Growth of $10,000

Tue 2022-08-30? to Wed 2025-05-14 Start
Value
End
Value
VBMFX
×
$10,000.00
2022-08-30
$9,707.45
2025-05-14
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
SPYI
×
$10,000.00
2022-08-30
$12,776.05
2025-05-14
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
VOO
×
$10,000.00
2022-08-30
$14,190.27
2025-05-14
Vanguard S&P 500 ETF Exchange-Traded Fund

Annual Returns

Year VBMFX SPYI VOO
2025 (YTD) −0.37% −0.73% −1.12%
2024 −1.69% +15.71% +21.48%
2023 +2.19% +14.27% +22.23%
2022 −18.55% −2.67% −23.14%
2021 −8.20% +20.33%
2020 +6.20% +16.73%
2019 +6.23% +28.43%
2018 −2.01% −6.29%
2017 +1.33% +19.25%
2016 +0.35% +9.89%
2015 −0.35% +0.59%
2014 +4.91% +12.70%
2013 −3.66% +30.42%
2012 +1.17% +14.02%
2011 +4.53% −1.04%
2010 +4.85% +14.35%
2009 +3.11%
2008 +4.98%
2007 +2.74%
2006 +1.74%
2005 −1.36%
2004 +0.23%
2003 +2.08%
2002 +5.84%
2001 +6.73%
2000 +7.79%
1999 −3.46%
1998 +5.99%
1997 +7.64%
1996 +0.29%
1995 +15.31%
1994 −4.66%
1993 +6.27%
1992 +3.55%
1991 +11.90%
1990 +2.45%
1989 +8.69%
1988 +2.88%
1987 +2.05%

Drawdowns

Tue 2022-08-30? to Wed 2025-05-14 Current
Drawdown
Worst
Drawdown
VBMFX
×
−4.18% −9.60%
2023-10-19
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
SPYI
×
−3.84% −16.86%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
VOO
×
−4.58% −19.05%
2025-04-08
Vanguard S&P 500 ETF Exchange-Traded Fund