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

Total Real Returns

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

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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