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

Total Real Returns

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

Fri 2010-02-19? to Fri 2025-05-16 YTD
Return
TRR
Price
VYM
×
+0.76%
2025-05-16
2.858 TRR
2025-05-16
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
PCEF
×
+0.79%
2025-05-16
1.74 TRR
2025-05-16
Invesco CEF Income Composite ETF Exchange-Traded Fund
CEF
×
+16.59%
2025-05-16
2.287 TRR
2025-05-16
Sprott Physical Gold and Silver Trust Exchange-Traded Fund

Returns

Fri 2010-02-19? to Fri 2025-05-16 Overall
Return
Exponential
Trendline
VYM
×
+269.18%
+8.95%/yr
+8.54%/yr
(R2=0.938)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
PCEF
×
+73.95%
+3.70%/yr
+3.39%/yr
(R2=0.756)
Invesco CEF Income Composite ETF Exchange-Traded Fund
CEF
×
+42.40%
+2.35%/yr
−1.27%/yr
(R2=0.063)
Sprott Physical Gold and Silver Trust Exchange-Traded Fund

Growth of $10,000

Fri 2010-02-19? to Fri 2025-05-16 Start
Value
End
Value
VYM
×
$10,000.00
2010-02-19
$36,917.61
2025-05-16
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
PCEF
×
$10,000.00
2010-02-19
$17,395.26
2025-05-16
Invesco CEF Income Composite ETF Exchange-Traded Fund
CEF
×
$10,000.00
2010-02-19
$14,239.51
2025-05-16
Sprott Physical Gold and Silver Trust Exchange-Traded Fund

Annual Returns

Year VYM PCEF CEF
2025 (YTD) +0.76% +0.79% +16.59%
2024 +14.30% +13.47% +20.55%
2023 +3.14% +5.83% +3.35%
2022 −6.50% −23.58% −5.04%
2021 +17.91% +7.78% −14.38%
2020 −0.22% +3.23% +30.24%
2019 +21.30% +21.31% +14.29%
2018 −7.68% −10.58% −8.14%
2017 +14.01% +12.12% +16.26%
2016 +14.66% +11.47% +10.86%
2015 −0.44% −2.14% −14.30%
2014 +12.68% +3.94% −13.19%
2013 +28.14% +3.22% −37.88%
2012 +10.78% +13.29% +5.47%
2011 +7.37% −2.13% −8.10%
2010 +12.52% +7.10% +48.33%
2009 +14.09% +19.67%
2008 −31.98% +3.78%
2007 −2.61% +11.33%
2006 +2.75% +33.88%
2005 +20.62%
2004 +1.07%
2003 +8.26%
2002 +40.25%
2001 +3.17%
2000 −26.14%
1999 +18.92%
1998 −12.28%
1997 −13.91%
1996 −4.36%
1995 −6.34%
1994 −10.91%
1993 +40.34%
1992 −10.61%
1991 −11.32%
1990 −27.00%
1989 +10.83%
1988 −17.52%
1987 +10.97%
1986 +7.31%

Drawdowns

Fri 2010-02-19? to Fri 2025-05-16 Current
Drawdown
Worst
Drawdown
VYM
×
−3.90% −35.40%
2020-03-23
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
PCEF
×
−9.18% −38.58%
2020-03-23
Invesco CEF Income Composite ETF Exchange-Traded Fund
CEF
×
−24.10% −63.96%
2015-12-15
Sprott Physical Gold and Silver Trust Exchange-Traded Fund