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

Fri 2014-11-07? to Tue 2025-05-06	YTD Return	TRR Price
VYM ×	−3.25% 2025-05-06	2.744 TRR 2025-05-06
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JGCGX ×	+0.54% 2025-05-06	1.011 TRR 2025-05-06
Jpmorgan Income Fund Class C Mutual Fund

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Returns

Fri 2014-11-07? to Tue 2025-05-06	Overall Return	Exponential Trendline
VYM ×	+85.87% +6.08%/yr	+6.37%/yr (R2=0.892)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JGCGX ×	+1.14% +0.11%/yr	−0.46%/yr (R2=0.050)
Jpmorgan Income Fund Class C Mutual Fund

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Growth of $10,000

Fri 2014-11-07? to Tue 2025-05-06	Start Value	End Value
VYM ×	$10,000.00 2014-11-07	$18,586.78 2025-05-06
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JGCGX ×	$10,000.00 2014-11-07	$10,113.82 2025-05-06
Jpmorgan Income Fund Class C Mutual Fund

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Annual Returns

Year	VYM	JGCGX
2025 (YTD)	−3.25%	+0.54%
2024	+14.30%	+4.26%
2023	+3.14%	+2.34%
2022	−6.50%	−14.57%
2021	+17.91%	−3.95%
2020	−0.22%	+0.76%
2019	+21.30%	+8.45%
2018	−7.68%	−1.52%
2017	+14.00%	+2.89%
2016	+14.66%	+5.62%
2015	−0.44%	−2.02%
2014	+12.69%	+0.27%
2013	+28.15%	—
2012	+10.78%	—
2011	+7.36%	—
2010	+12.54%	—
2009	+14.08%	—
2008	−31.99%	—
2007	−2.62%	—
2006	+2.75%	—

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Drawdowns

Fri 2014-11-07? to Tue 2025-05-06	Current Drawdown	Worst Drawdown
VYM ×	−7.73%	−35.39% 2020-03-23
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JGCGX ×	−12.71%	−21.56% 2023-10-19
Jpmorgan Income Fund Class C Mutual Fund