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

Total Real Returns

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

Thu 2006-04-27? to Wed 2024-10-16 YTD
Return
TRR
Price
VIG
×
+16.24%
2024-10-16
3.718 TRR
2024-10-16
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
SPY
×
+20.19%
2024-10-16
10.68 TRR
2024-10-16
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Returns

Thu 2006-04-27? to Wed 2024-10-16 Overall
Return
Exponential
Trendline
VIG
×
+271.77%
+7.37%/yr
+8.48%/yr
(R2=0.925)
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
SPY
×
+302.92%
+7.84%/yr
+9.13%/yr
(R2=0.895)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000

Thu 2006-04-27? to Wed 2024-10-16 Start
Value
End
Value
VIG
×
$10,000.00
2006-04-27
$37,176.93
2024-10-16
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
SPY
×
$10,000.00
2006-04-27
$40,292.00
2024-10-16
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Annual Returns

Year VIG SPY
2024 (YTD) +16.24% +20.19%
2023 +10.81% +22.09%
2022 −15.28% −23.14%
2021 +15.62% +20.27%
2020 +13.88% +16.74%
2019 +26.73% +28.30%
2018 −3.91% −6.36%
2017 +19.69% +19.19%
2016 +9.68% +9.73%
2015 −2.65% +0.50%
2014 +9.26% +12.61%
2013 +26.96% +30.35%
2012 +9.75% +14.01%
2011 +3.11% −1.05%
2010 +13.04% +13.37%
2009 +16.42% +23.00%
2008 −26.76% −36.85%
2007 +1.49% +1.01%
2006 +8.30% +13.00%
2005 +1.35%
2004 +7.21%
2003 +25.81%
2002 −23.41%
2001 −13.11%
2000 −12.70%
1999 +17.24%
1998 +26.65%
1997 +31.25%
1996 +18.56%
1995 +34.62%
1994 −2.21%
1993 +6.28%

Drawdowns

Thu 2006-04-27? to Wed 2024-10-16 Current
Drawdown
Worst
Drawdown
VIG
×
−0.13% −47.74%
2009-03-09
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
SPY
×
−0.36% −55.98%
2009-03-09
SPDR S&P 500 ETF Trust Exchange-Traded Fund