All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2006-11-16? to Fri 2025-05-09 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VYM × |
−2.35%
2025-05-09 |
2.77 TRR
2025-05-09 |
||||
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
O × |
+7.00%
2025-05-09 |
22.79 TRR
2025-05-09 |
||||
Realty Income Corporation NYSE Common Stock | ||||||
SWPPX × |
−4.81%
2025-05-09 |
5.087 TRR
2025-05-09 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
Thu 2006-11-16? to Fri 2025-05-09 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VYM × |
+176.96%
+5.67%/yr |
+8.02%/yr
(R2=0.891) |
||||
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
O × |
+262.24%
+7.21%/yr |
+9.30%/yr
(R2=0.848) |
||||
Realty Income Corporation NYSE Common Stock | ||||||
SWPPX × |
+254.69%
+7.09%/yr |
+9.41%/yr
(R2=0.912) |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
Thu 2006-11-16? to Fri 2025-05-09 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VYM × |
$10,000.00
2006-11-16 |
$27,696.04
2025-05-09 |
||||
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
O × |
$10,000.00
2006-11-16 |
$36,223.64
2025-05-09 |
||||
Realty Income Corporation NYSE Common Stock | ||||||
SWPPX × |
$10,000.00
2006-11-16 |
$35,469.32
2025-05-09 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
Year | VYM | O | SWPPX |
---|---|---|---|
2025 (YTD) | −2.35% | +7.00% | −4.81% |
2024 | +14.30% | −4.85% | +21.47% |
2023 | +3.14% | −7.65% | +22.15% |
2022 | −6.50% | −12.99% | −23.11% |
2021 | +17.91% | +19.55% | +20.21% |
2020 | −0.22% | −12.66% | +16.81% |
2019 | +21.29% | +18.56% | +28.51% |
2018 | −7.68% | +13.78% | −6.70% |
2017 | +14.02% | +1.53% | +19.23% |
2016 | +14.65% | +13.44% | +8.95% |
2015 | −0.44% | +12.54% | −0.46% |
2014 | +12.69% | +33.35% | +12.70% |
2013 | +28.15% | −3.75% | +30.31% |
2012 | +10.78% | +18.28% | +13.91% |
2011 | +7.36% | +4.43% | −0.90% |
2010 | +12.54% | +37.27% | +13.28% |
2009 | +14.08% | +17.60% | +22.88% |
2008 | −31.98% | −8.29% | −36.73% |
2007 | −2.62% | −0.80% | +1.28% |
2006 | +2.75% | +32.74% | +12.83% |
2005 | — | −12.41% | +1.33% |
2004 | — | +29.69% | +7.22% |
2003 | — | +19.32% | +26.05% |
2002 | — | +24.52% | −23.95% |
2001 | — | +26.17% | −13.41% |
2000 | — | +28.38% | −12.17% |
1999 | — | −11.49% | +18.79% |
1998 | — | +3.91% | +26.25% |
1997 | — | +12.85% | +8.57% |
1996 | — | +11.03% | — |
1995 | — | +42.63% | — |
1994 | — | +9.85% | — |
Thu 2006-11-16? to Fri 2025-05-09 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VYM × | −6.87% |
−57.73%
2009-03-05 |
||||
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
O × | −23.48% |
−48.25%
2020-03-18 |
||||
Realty Income Corporation NYSE Common Stock | ||||||
SWPPX × | −8.15% |
−55.84%
2009-03-09 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||