VYM,JGCGX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Fri 2014-11-07? to Tue 2025-06-24	YTD Return	TRR Price
VYM ×	+2.48% 2025-06-24	2.906 TRR 2025-06-24
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JGCGX ×	+1.24% 2025-06-24	1.02 TRR 2025-06-24
Jpmorgan Income Fund Class C Mutual Fund

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Returns

Fri 2014-11-07? to Tue 2025-06-24	Overall Return	Exponential Trendline
VYM ×	+96.86% +6.58%/yr	+6.38%/yr (R2=0.896)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JGCGX ×	+1.98% +0.18%/yr	−0.43%/yr (R2=0.047)
Jpmorgan Income Fund Class C Mutual Fund

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Growth of $10,000

Fri 2014-11-07? to Tue 2025-06-24	Start Value	End Value
VYM ×	$10,000.00 2014-11-07	$19,685.91 2025-06-24
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JGCGX ×	$10,000.00 2014-11-07	$10,198.27 2025-06-24
Jpmorgan Income Fund Class C Mutual Fund

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Annual Returns

Year	VYM	JGCGX
2025 (YTD)	+2.48%	+1.24%
2024	+14.30%	+4.26%
2023	+3.14%	+2.35%
2022	−6.50%	−14.58%
2021	+17.90%	−3.95%
2020	−0.21%	+0.88%
2019	+21.28%	+8.47%
2018	−7.68%	−1.52%
2017	+14.01%	+2.89%
2016	+14.66%	+5.62%
2015	−0.46%	−2.02%
2014	+12.70%	+0.27%
2013	+28.16%	—
2012	+10.76%	—
2011	+7.38%	—
2010	+12.54%	—
2009	+14.08%	—
2008	−31.99%	—
2007	−2.60%	—
2006	+2.74%	—

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Drawdowns

Fri 2014-11-07? to Tue 2025-06-24	Current Drawdown	Worst Drawdown
VYM ×	−2.27%	−35.39% 2020-03-23
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JGCGX ×	−12.10%	−21.55% 2023-10-19
Jpmorgan Income Fund Class C Mutual Fund