All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| 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 | ||||||
| SCHD × |
−5.20%
2025-05-02 |
3.371 TRR
2025-05-02 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JGCGX × |
+0.13%
2025-05-02 |
1.007 TRR
2025-05-02 |
||||
| Jpmorgan Income Fund Class C Mutual Fund | ||||||
| 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 | ||||||
| SCHD × |
+44.30%
+7.60%/yr |
+4.65%/yr
(R2=0.362) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JGCGX × |
−2.01%
−0.40%/yr |
−3.68%/yr
(R2=0.501) |
||||
| Jpmorgan Income Fund Class C Mutual Fund | ||||||
| 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 | ||||||
| SCHD × |
$10,000.00
2020-04-29 |
$14,429.68
2025-05-02 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JGCGX × |
$10,000.00
2020-04-29 |
$9,798.97
2025-05-02 |
||||
| Jpmorgan Income Fund Class C Mutual Fund | ||||||
| Year | VYM | SCHD | JGCGX |
|---|---|---|---|
| 2025 (YTD) | −2.18% | −5.20% | +0.13% |
| 2024 | +14.30% | +8.53% | +4.26% |
| 2023 | +3.14% | +1.16% | +2.36% |
| 2022 | −6.50% | −9.14% | −14.57% |
| 2021 | +17.90% | +21.36% | −3.96% |
| 2020 | −0.21% | +13.49% | +0.77% |
| 2019 | +21.29% | +24.44% | +8.45% |
| 2018 | −7.68% | −7.32% | −1.53% |
| 2017 | +14.01% | +18.35% | +2.89% |
| 2016 | +14.66% | +14.09% | +5.62% |
| 2015 | −0.44% | −1.08% | −2.03% |
| 2014 | +12.69% | +10.84% | +0.27% |
| 2013 | +28.14% | +30.96% | — |
| 2012 | +10.78% | +9.49% | — |
| 2011 | +7.36% | +5.73% | — |
| 2010 | +12.55% | — | — |
| 2009 | +14.05% | — | — |
| 2008 | −31.98% | — | — |
| 2007 | −2.62% | — | — |
| 2006 | +2.75% | — | — |
| 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 | ||||||
| SCHD × | −11.51% |
−21.68%
2022-09-30 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JGCGX × | −13.07% |
−21.57%
2023-10-19 |
||||
| Jpmorgan Income Fund Class C Mutual Fund | ||||||