All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2022-02-24? to Mon 2025-05-12 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| VFINX × |
−1.81%
2025-05-12 |
27.25 TRR
2025-05-12 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| SCHD × |
−3.93%
2025-05-12 |
3.417 TRR
2025-05-12 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| CGDV × |
+2.46%
2025-05-12 |
1.382 TRR
2025-05-12 |
||||
| Capital Group Dividend Value ETF Exchange-Traded Fund | ||||||
| Thu 2022-02-24? to Mon 2025-05-12 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VFINX × |
+25.87%
+7.43%/yr |
+13.99%/yr
(R2=0.751) |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| SCHD × |
+4.80%
+1.47%/yr |
+4.50%/yr
(R2=0.371) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| CGDV × |
+38.22%
+10.60%/yr |
+17.19%/yr
(R2=0.841) |
||||
| Capital Group Dividend Value ETF Exchange-Traded Fund | ||||||
| Thu 2022-02-24? to Mon 2025-05-12 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VFINX × |
$10,000.00
2022-02-24 |
$12,586.79
2025-05-12 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| SCHD × |
$10,000.00
2022-02-24 |
$10,479.78
2025-05-12 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| CGDV × |
$10,000.00
2022-02-24 |
$13,821.75
2025-05-12 |
||||
| Capital Group Dividend Value ETF Exchange-Traded Fund | ||||||
| Year | VFINX | SCHD | CGDV |
|---|---|---|---|
| 2025 (YTD) | −1.81% | −3.93% | +2.46% |
| 2024 | +21.34% | +8.52% | +16.73% |
| 2023 | +22.03% | +1.16% | +24.64% |
| 2022 | −23.21% | −9.14% | −7.29% |
| 2021 | +20.08% | +21.34% | — |
| 2020 | +17.14% | +13.48% | — |
| 2019 | +28.40% | +24.49% | — |
| 2018 | −6.33% | −7.37% | — |
| 2017 | +19.15% | +18.40% | — |
| 2016 | +9.56% | +14.07% | — |
| 2015 | +0.50% | −1.00% | — |
| 2014 | +12.67% | +10.84% | — |
| 2013 | +30.21% | +30.88% | — |
| 2012 | +13.85% | +9.50% | — |
| 2011 | −0.99% | +5.73% | — |
| 2010 | +13.22% | — | — |
| 2009 | +23.17% | — | — |
| 2008 | −37.08% | — | — |
| 2007 | +1.25% | — | — |
| 2006 | +12.80% | — | — |
| 2005 | +1.30% | — | — |
| 2004 | +7.25% | — | — |
| 2003 | +26.12% | — | — |
| 2002 | −23.97% | — | — |
| 2001 | −13.38% | — | — |
| 2000 | −12.04% | — | — |
| 1999 | +17.92% | — | — |
| 1998 | +26.59% | — | — |
| 1997 | +30.94% | — | — |
| 1996 | +18.92% | — | — |
| 1995 | +34.05% | — | — |
| 1994 | −1.46% | — | — |
| 1993 | +7.21% | — | — |
| 1992 | +5.18% | — | — |
| 1991 | +28.12% | — | — |
| 1990 | −8.90% | — | — |
| 1989 | +22.69% | — | — |
| 1988 | +10.05% | — | — |
| 1987 | −0.43% | — | — |
| 1986 | +8.12% | — | — |
| 1985 | +18.09% | — | — |
| 1984 | −0.25% | — | — |
| 1983 | +12.76% | — | — |
| 1982 | +14.88% | — | — |
| 1981 | −16.04% | — | — |
| 1980 | +13.63% | — | — |
| 1979 | −2.22% | — | — |
| Thu 2022-02-24? to Mon 2025-05-12 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VFINX × | −5.24% |
−24.76%
2022-10-12 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| SCHD × | −10.32% |
−18.14%
2022-09-30 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| CGDV × | −2.45% |
−24.32%
2022-09-30 |
||||
| Capital Group Dividend Value ETF Exchange-Traded Fund | ||||||