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

Thu 2006-11-16? to Wed 2025-05-07	YTD Return	TRR Price
VYM ×	−2.72% 2025-05-07	2.759 TRR 2025-05-07
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
O ×	+7.12% 2025-05-07	22.81 TRR 2025-05-07
Realty Income Corporation NYSE Common Stock
T ×	+24.39% 2025-05-07	36.85 TRR 2025-05-07
AT&T Inc NYSE Common Stock
SWPPX ×	−5.34% 2025-05-07	5.058 TRR 2025-05-07
Schwab S&P 500 Index Fund Mutual Fund

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Returns

Thu 2006-11-16? to Wed 2025-05-07	Overall Return	Exponential Trendline
VYM ×	+175.92% +5.65%/yr	+8.02%/yr (R2=0.891)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
O ×	+262.56% +7.22%/yr	+9.31%/yr (R2=0.848)
Realty Income Corporation NYSE Common Stock
T ×	+172.29% +5.57%/yr	+4.06%/yr (R2=0.571)
AT&T Inc NYSE Common Stock
SWPPX ×	+252.80% +7.06%/yr	+9.41%/yr (R2=0.912)
Schwab S&P 500 Index Fund Mutual Fund

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Growth of $10,000

Thu 2006-11-16? to Wed 2025-05-07	Start Value	End Value
VYM ×	$10,000.00 2006-11-16	$27,591.98 2025-05-07
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
O ×	$10,000.00 2006-11-16	$36,255.59 2025-05-07
Realty Income Corporation NYSE Common Stock
T ×	$10,000.00 2006-11-16	$27,228.68 2025-05-07
AT&T Inc NYSE Common Stock
SWPPX ×	$10,000.00 2006-11-16	$35,280.49 2025-05-07
Schwab S&P 500 Index Fund Mutual Fund

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Annual Returns

Year	VYM	O	T	SWPPX
2025 (YTD)	−2.72%	+7.12%	+24.39%	−5.34%
2024	+14.29%	−4.85%	+40.05%	+21.48%
2023	+3.14%	−7.65%	−5.89%	+22.16%
2022	−6.50%	−12.99%	+0.00%	−23.11%
2021	+17.91%	+19.53%	−12.06%	+20.21%
2020	−0.21%	−12.65%	−20.74%	+16.81%
2019	+21.28%	+18.57%	+45.16%	+28.52%
2018	−7.68%	+13.76%	−22.26%	−6.70%
2017	+14.02%	+1.55%	−4.47%	+19.24%
2016	+14.66%	+13.42%	+29.31%	+8.95%
2015	−0.46%	+12.57%	+9.50%	−0.49%
2014	+12.70%	+33.31%	+1.64%	+12.70%
2013	+28.15%	−3.72%	+9.92%	+30.31%
2012	+10.75%	+18.24%	+17.43%	+13.91%
2011	+7.36%	+4.43%	+7.91%	−0.90%
2010	+12.54%	+37.27%	+12.23%	+13.28%
2009	+14.08%	+17.60%	+4.04%	+22.95%
2008	−31.97%	−8.29%	−27.00%	−36.77%
2007	−2.62%	−0.80%	+17.31%	+1.32%
2006	+2.75%	+32.74%	+51.73%	+12.84%
2005	—	−12.41%	−1.39%	+1.28%
2004	—	+29.69%	+2.12%	+7.22%
2003	—	+19.33%	+1.64%	+26.13%
2002	—	+24.52%	−29.20%	−24.00%
2001	—	+26.17%	−16.73%	−13.37%
2000	—	+28.39%	−2.51%	−12.17%
1999	—	−11.51%	−9.25%	+18.75%
1998	—	+3.93%	+48.39%	+26.25%
1997	—	+12.82%	+44.57%	+8.57%
1996	—	+11.03%	−6.15%	—
1995	—	+42.63%	+45.07%	—
1994	—	+9.85%	−0.35%	—
1993	—	—	+14.82%	—
1992	—	—	+18.26%	—
1991	—	—	+19.86%	—
1990	—	—	−11.99%	—
1989	—	—	+62.49%	—
1988	—	—	+22.79%	—
1987	—	—	+0.24%	—
1986	—	—	+41.60%	—
1985	—	—	+28.93%	—
1984	—	—	+26.87%	—
1983	—	—	−4.60%	—

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Drawdowns

Thu 2006-11-16? to Wed 2025-05-07	Current Drawdown	Worst Drawdown
VYM ×	−7.22%	−57.72% 2009-03-05
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
O ×	−23.41%	−48.25% 2020-03-18
Realty Income Corporation NYSE Common Stock
T ×	−0.92%	−48.90% 2023-07-18
AT&T Inc NYSE Common Stock
SWPPX ×	−8.66%	−55.83% 2009-03-09
Schwab S&P 500 Index Fund Mutual Fund