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

Total Real Returns

VT,BND,DIVO,DGRO: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Wed 2016-12-14? to Fri 2024-09-27 YTD
Return
TRR
Price
VT
×
+14.51%
2024-09-27
2.368 TRR
2024-09-27
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
BND
×
+1.98%
2024-09-27
1.113 TRR
2024-09-27
Vanguard Total Bond Market Index Fund ETF Shares NASDAQ Exchange-Traded Fund
DIVO
×
+13.00%
2024-09-27
1.89 TRR
2024-09-27
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
DGRO
×
+14.71%
2024-09-27
2.432 TRR
2024-09-27
iShares Core Dividend Growth ETF Exchange-Traded Fund

Returns

Wed 2016-12-14? to Fri 2024-09-27 Overall
Return
Exponential
Trendline
VT
×
+76.52%
+7.57%/yr
+5.11%/yr
(R2=0.570)
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
BND
×
−11.73%
−1.59%/yr
−3.01%/yr
(R2=0.417)
Vanguard Total Bond Market Index Fund ETF Shares NASDAQ Exchange-Traded Fund
DIVO
×
+88.97%
+8.52%/yr
+7.43%/yr
(R2=0.865)
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
DGRO
×
+97.41%
+9.13%/yr
+7.50%/yr
(R2=0.811)
iShares Core Dividend Growth ETF Exchange-Traded Fund

Growth of $10,000

Wed 2016-12-14? to Fri 2024-09-27 Start
Value
End
Value
VT
×
$10,000.00
2016-12-14
$17,652.01
2024-09-27
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
BND
×
$10,000.00
2016-12-14
$8,827.39
2024-09-27
Vanguard Total Bond Market Index Fund ETF Shares NASDAQ Exchange-Traded Fund
DIVO
×
$10,000.00
2016-12-14
$18,897.06
2024-09-27
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
DGRO
×
$10,000.00
2016-12-14
$19,740.59
2024-09-27
iShares Core Dividend Growth ETF Exchange-Traded Fund

Annual Returns

Year VT BND DIVO DGRO
2024 (YTD) +14.51% +1.98% +13.00% +14.71%
2023 +18.08% +2.23% +3.50% +6.90%
2022 −22.99% −18.40% −7.45% −13.51%
2021 +10.49% −8.45% +14.81% +18.32%
2020 +15.01% +6.10% +10.89% +8.04%
2019 +23.99% +6.40% +22.09% +26.94%
2018 −11.45% −1.98% −4.98% −4.20%
2017 +21.92% +1.42% +18.91% +20.46%
2016 +6.30% +0.44% −0.60% +12.86%
2015 −2.58% −0.16% −1.42%
2014 +2.90% +5.03% +10.05%
2013 +21.12% −3.56%
2012 +15.12% +2.12%
2011 −10.16% +4.82%
2010 +11.41% +4.64%
2009 +29.15% +0.89%
2008 −30.40% +6.76%
2007 +3.96%

Drawdowns

Wed 2016-12-14? to Fri 2024-09-27 Current
Drawdown
Worst
Drawdown
VT
×
−0.30% −34.35%
2020-03-23
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
BND
×
−22.95% −30.91%
2023-10-19
Vanguard Total Bond Market Index Fund ETF Shares NASDAQ Exchange-Traded Fund
DIVO
×
−0.17% −30.25%
2020-03-23
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
DGRO
×
0.00% −35.11%
2020-03-23
iShares Core Dividend Growth ETF Exchange-Traded Fund