All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Wed 2020-04-29 to Thu 2025-08-21 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| VYM × |
+6.29%
2025-08-21 |
3.015 TRR
2025-08-21 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SCHD × |
+0.11%
2025-08-21 |
3.561 TRR
2025-08-21 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JGCGX × |
+1.85%
2025-08-21 |
1.026 TRR
2025-08-21 |
||||
| Jpmorgan Income Fund Class C Mutual Fund | ||||||
| Wed 2020-04-29 to Thu 2025-08-21 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VYM × |
+60.60%
+9.33%/yr |
+6.20%/yr
(R2=0.630) |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SCHD × |
+52.38%
+8.25%/yr |
+4.42%/yr
(R2=0.377) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JGCGX × |
−0.21%
−0.04%/yr |
−3.09%/yr
(R2=0.421) |
||||
| Jpmorgan Income Fund Class C Mutual Fund | ||||||
| Wed 2020-04-29 to Thu 2025-08-21 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VYM × |
$10,000.00
2020-04-29 |
$16,059.93
2025-08-21 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SCHD × |
$10,000.00
2020-04-29 |
$15,238.10
2025-08-21 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JGCGX × |
$10,000.00
2020-04-29 |
$9,979.14
2025-08-21 |
||||
| Jpmorgan Income Fund Class C Mutual Fund | ||||||
| Year | VYM | SCHD | JGCGX |
|---|---|---|---|
| 2025 (YTD) | +6.29% | +0.11% | +1.85% |
| 2024 | +14.30% | +8.53% | +4.27% |
| 2023 | +3.14% | +1.16% | +2.35% |
| 2022 | −6.50% | −9.11% | −14.57% |
| 2021 | +17.90% | +21.31% | −3.96% |
| 2020 | −0.21% | +13.49% | +0.89% |
| 2019 | +21.29% | +24.44% | +8.47% |
| 2018 | −7.68% | −7.32% | −1.53% |
| 2017 | +14.02% | +18.35% | +2.89% |
| 2016 | +14.66% | +14.09% | +5.63% |
| 2015 | −0.45% | −1.00% | −2.03% |
| 2014 | +12.69% | +10.85% | +0.27% |
| 2013 | +28.14% | +30.88% | — |
| 2012 | +10.77% | +9.50% | — |
| 2011 | +7.37% | +5.72% | — |
| 2010 | +12.54% | — | — |
| 2009 | +14.07% | — | — |
| 2008 | −31.97% | — | — |
| 2007 | −2.61% | — | — |
| 2006 | +2.75% | — | — |
| Wed 2020-04-29 to Thu 2025-08-21 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VYM × | −0.33% |
−20.56%
2022-09-30 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SCHD × | −6.55% |
−21.65%
2022-09-30 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JGCGX × | −11.57% |
−21.56%
2023-10-19 |
||||
| Jpmorgan Income Fund Class C Mutual Fund | ||||||