VOOG,JMVYX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Mon 2016-09-12? to Fri 2025-05-23	YTD Return	TRR Price
VOOG ×	−1.56% 2025-05-23	5.878 TRR 2025-05-23
Vanguard S&P 500 Growth Index Fund ETF Shares Exchange-Traded Fund
JMVYX ×	−4.15% 2025-05-23	1.752 TRR 2025-05-23
Jpmorgan Mid Cap Value Fund Class R6 Mutual Fund

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Returns

Mon 2016-09-12? to Fri 2025-05-23	Overall Return	Exponential Trendline
VOOG ×	+178.21% +12.49%/yr	+11.09%/yr (R2=0.823)
Vanguard S&P 500 Growth Index Fund ETF Shares Exchange-Traded Fund
JMVYX ×	+75.21% +6.66%/yr	+7.16%/yr (R2=0.767)
Jpmorgan Mid Cap Value Fund Class R6 Mutual Fund

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Growth of $10,000

Mon 2016-09-12? to Fri 2025-05-23	Start Value	End Value
VOOG ×	$10,000.00 2016-09-12	$27,820.57 2025-05-23
Vanguard S&P 500 Growth Index Fund ETF Shares Exchange-Traded Fund
JMVYX ×	$10,000.00 2016-09-12	$17,520.78 2025-05-23
Jpmorgan Mid Cap Value Fund Class R6 Mutual Fund

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Annual Returns

Year	VOOG	JMVYX
2025 (YTD)	−1.56%	−4.15%
2024	+32.08%	+11.18%
2023	+25.75%	+7.86%
2022	−33.76%	−13.58%
2021	+23.28%	+41.73%
2020	+31.56%	−0.97%
2019	+28.00%	+24.27%
2018	−2.07%	−13.33%
2017	+24.55%	+11.34%
2016	+4.68%	+4.79%
2015	+4.63%	—
2014	+13.85%	—
2013	+30.69%	—
2012	+12.21%	—
2011	+1.61%	—
2010	+15.36%	—

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Drawdowns

Mon 2016-09-12? to Fri 2025-05-23	Current Drawdown	Worst Drawdown
VOOG ×	−5.88%	−37.05% 2022-11-03
Vanguard S&P 500 Growth Index Fund ETF Shares Exchange-Traded Fund
JMVYX ×	−11.44%	−43.13% 2020-03-23
Jpmorgan Mid Cap Value Fund Class R6 Mutual Fund