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

Wed 2020-04-29 to Fri 2025-05-02	YTD Return	TRR Price
VYM ×	−2.18% 2025-05-02	2.774 TRR 2025-05-02
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JGCGX ×	+0.13% 2025-05-02	1.007 TRR 2025-05-02
Jpmorgan Income Fund Class C Mutual Fund

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Returns

Wed 2020-04-29 to Fri 2025-05-02	Overall Return	Exponential Trendline
VYM ×	+47.80% +8.12%/yr	+5.94%/yr (R2=0.572)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JGCGX ×	−2.01% −0.40%/yr	−3.68%/yr (R2=0.501)
Jpmorgan Income Fund Class C Mutual Fund

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Growth of $10,000

Wed 2020-04-29 to Fri 2025-05-02	Start Value	End Value
VYM ×	$10,000.00 2020-04-29	$14,780.46 2025-05-02
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JGCGX ×	$10,000.00 2020-04-29	$9,798.97 2025-05-02
Jpmorgan Income Fund Class C Mutual Fund

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Annual Returns

Year	VYM	JGCGX
2025 (YTD)	−2.18%	+0.13%
2024	+14.30%	+4.26%
2023	+3.14%	+2.36%
2022	−6.50%	−14.57%
2021	+17.90%	−3.96%
2020	−0.21%	+0.77%
2019	+21.29%	+8.45%
2018	−7.68%	−1.53%
2017	+14.01%	+2.89%
2016	+14.66%	+5.62%
2015	−0.44%	−2.03%
2014	+12.69%	+0.27%
2013	+28.14%	—
2012	+10.78%	—
2011	+7.36%	—
2010	+12.55%	—
2009	+14.05%	—
2008	−31.98%	—
2007	−2.62%	—
2006	+2.75%	—

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Drawdowns

Wed 2020-04-29 to Fri 2025-05-02	Current Drawdown	Worst Drawdown
VYM ×	−6.71%	−20.55% 2022-09-30
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JGCGX ×	−13.07%	−21.57% 2023-10-19
Jpmorgan Income Fund Class C Mutual Fund