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

Total Real Returns

VFINX,VYM,VIG,SCHD,PKB,DIVB: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2017-11-09? to Fri 2025-10-24 YTD
Return
TRR
Price
VFINX
×
+13.02%
2025-10-24
31.57 TRR
2025-10-24
Vanguard 500 Index Fund Investor Shares Mutual Fund
VYM
×
+9.73%
2025-10-24
3.113 TRR
2025-10-24
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
VIG
×
+9.64%
2025-10-24
3.987 TRR
2025-10-24
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
−1.31%
2025-10-24
3.51 TRR
2025-10-24
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
PKB
×
+27.02%
2025-10-24
4.4 TRR
2025-10-24
Invesco Dynamic Building & Construction ETF Exchange-Traded Fund
DIVB
×
+9.22%
2025-10-24
1.927 TRR
2025-10-24
iShares U.S. Dividend and Buyback Exchange-Traded Fund

Returns

Thu 2017-11-09? to Fri 2025-10-24 Overall
Return
Exponential
Trendline
VFINX
×
+125.69%
+10.77%/yr
+9.32%/yr
(R2=0.829)
Vanguard 500 Index Fund Investor Shares Mutual Fund
VYM
×
+66.47%
+6.62%/yr
+5.87%/yr
(R2=0.783)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
VIG
×
+98.41%
+8.99%/yr
+7.60%/yr
(R2=0.841)
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
+65.62%
+6.55%/yr
+7.28%/yr
(R2=0.763)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
PKB
×
+134.55%
+11.31%/yr
+11.37%/yr
(R2=0.704)
Invesco Dynamic Building & Construction ETF Exchange-Traded Fund
DIVB
×
+92.72%
+8.60%/yr
+8.02%/yr
(R2=0.797)
iShares U.S. Dividend and Buyback Exchange-Traded Fund

Growth of $10,000

Thu 2017-11-09? to Fri 2025-10-24 Start
Value
End
Value
VFINX
×
$10,000.00
2017-11-09
$22,569.44
2025-10-24
Vanguard 500 Index Fund Investor Shares Mutual Fund
VYM
×
$10,000.00
2017-11-09
$16,647.47
2025-10-24
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
VIG
×
$10,000.00
2017-11-09
$19,841.10
2025-10-24
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
$10,000.00
2017-11-09
$16,562.50
2025-10-24
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
PKB
×
$10,000.00
2017-11-09
$23,454.89
2025-10-24
Invesco Dynamic Building & Construction ETF Exchange-Traded Fund
DIVB
×
$10,000.00
2017-11-09
$19,271.52
2025-10-24
iShares U.S. Dividend and Buyback Exchange-Traded Fund

Annual Returns

Year VFINX VYM VIG SCHD PKB DIVB
2025 (YTD) +13.02% +9.73% +9.64% −1.31% +27.02% +9.22%
2024 +21.34% +14.30% +13.71% +8.56% +16.86% +15.26%
2023 +22.03% +3.13% +10.80% +1.16% +50.26% +9.62%
2022 −23.21% −6.49% −15.28% −9.14% −29.45% −15.96%
2021 +20.08% +17.91% +15.62% +21.35% +24.21% +22.68%
2020 +17.14% −0.22% +13.89% +13.44% +22.83% +9.29%
2019 +28.40% +21.29% +26.72% +24.47% +37.03% +29.73%
2018 −6.33% −7.68% −3.92% −7.35% −32.40% −9.86%
2017 +19.14% +14.02% +19.69% +18.34% +22.09% +6.00%
2016 +9.56% +14.65% +9.70% +14.14% +15.08%
2015 +0.50% −0.44% −2.66% −1.08% +9.50%
2014 +12.67% +12.69% +9.26% +10.88% −4.23%
2013 +30.22% +28.15% +26.96% +30.92% +26.80%
2012 +13.84% +10.78% +9.74% +9.50% +43.61%
2011 −0.99% +7.37% +3.12% +5.73% −10.37%
2010 +13.22% +12.54% +13.05% +13.76%
2009 +23.16% +14.08% +16.41% −1.33%
2008 −37.08% −31.98% −26.76% −35.37%
2007 +1.25% −2.63% +1.48% +6.51%
2006 +12.80% +2.77% +8.30% −0.87%
2005 +1.30% +7.42%
2004 +7.25%
2003 +26.12%
2002 −23.97%
2001 −13.38%
2000 −12.03%
1999 +17.92%
1998 +26.58%
1997 +30.94%
1996 +18.92%
1995 +34.05%
1994 −1.47%
1993 +7.20%
1992 +5.20%
1991 +28.12%
1990 −8.34%
1989 +22.67%
1988 +10.05%
1987 −0.42%
1986 +8.09%
1985 +18.11%
1984 −0.25%
1983 +12.77%
1982 +14.89%
1981 −16.07%
1980 +13.69%
1979 −2.21%

Drawdowns

Thu 2017-11-09? to Fri 2025-10-24 Current
Drawdown
Worst
Drawdown
VFINX
×
0.00% −33.79%
2020-03-23
Vanguard 500 Index Fund Investor Shares Mutual Fund
VYM
×
−0.12% −35.39%
2020-03-23
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
VIG
×
0.00% −31.71%
2020-03-23
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
−7.87% −33.51%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
PKB
×
0.00% −52.89%
2020-03-23
Invesco Dynamic Building & Construction ETF Exchange-Traded Fund
DIVB
×
−0.17% −36.92%
2020-03-23
iShares U.S. Dividend and Buyback Exchange-Traded Fund