VYM,SCHD,MAIN,DGRO,T,SWPPX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2014-06-12? to Fri 2025-07-18	YTD Return	TRR Price
VYM ×	+4.53% 2025-07-18	2.965 TRR 2025-07-18
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD ×	−1.53% 2025-07-18	3.502 TRR 2025-07-18
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
MAIN ×	+11.96% 2025-07-18	12.42 TRR 2025-07-18
Main Street Capital Corporation NYSE Common Stock
DGRO ×	+4.22% 2025-07-18	2.505 TRR 2025-07-18
iShares Core Dividend Growth ETF Exchange-Traded Fund
T ×	+19.52% 2025-07-18	35.41 TRR 2025-07-18
AT&T Inc NYSE Common Stock
SWPPX ×	+5.36% 2025-07-18	5.695 TRR 2025-07-18
Schwab S&P 500 Index Fund Mutual Fund

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Returns

Thu 2014-06-12? to Fri 2025-07-18	Overall Return	Exponential Trendline
VYM ×	+114.30% +7.11%/yr	+6.45%/yr (R2=0.909)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD ×	+126.30% +7.64%/yr	+8.66%/yr (R2=0.913)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
MAIN ×	+258.38% +12.19%/yr	+9.06%/yr (R2=0.815)
Main Street Capital Corporation NYSE Common Stock
DGRO ×	+150.52% +8.63%/yr	+8.64%/yr (R2=0.928)
iShares Core Dividend Growth ETF Exchange-Traded Fund
T ×	+69.65% +4.88%/yr	+0.30%/yr (R2=0.004)
AT&T Inc NYSE Common Stock
SWPPX ×	+192.02% +10.14%/yr	+9.70%/yr (R2=0.929)
Schwab S&P 500 Index Fund Mutual Fund

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Growth of $10,000

Thu 2014-06-12? to Fri 2025-07-18	Start Value	End Value
VYM ×	$10,000.00 2014-06-12	$21,430.39 2025-07-18
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD ×	$10,000.00 2014-06-12	$22,629.82 2025-07-18
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
MAIN ×	$10,000.00 2014-06-12	$35,837.51 2025-07-18
Main Street Capital Corporation NYSE Common Stock
DGRO ×	$10,000.00 2014-06-12	$25,052.22 2025-07-18
iShares Core Dividend Growth ETF Exchange-Traded Fund
T ×	$10,000.00 2014-06-12	$16,964.74 2025-07-18
AT&T Inc NYSE Common Stock
SWPPX ×	$10,000.00 2014-06-12	$29,201.92 2025-07-18
Schwab S&P 500 Index Fund Mutual Fund

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Annual Returns

Year	VYM	SCHD	MAIN	DGRO	T	SWPPX
2025 (YTD)	+4.53%	−1.53%	+11.96%	+4.22%	+19.52%	+5.36%
2024	+14.30%	+8.54%	+43.19%	+13.35%	+40.09%	+21.47%
2023	+3.14%	+1.16%	+24.06%	+6.90%	−5.91%	+22.17%
2022	−6.49%	−9.13%	−16.74%	−13.51%	+0.00%	−23.11%
2021	+17.90%	+21.31%	+38.55%	+18.32%	−12.08%	+20.21%
2020	−0.22%	+13.46%	−20.62%	+8.02%	−20.71%	+16.79%
2019	+21.29%	+24.49%	+33.84%	+26.99%	+45.15%	+28.53%
2018	−7.67%	−7.33%	−9.98%	−4.22%	−22.26%	−6.27%
2017	+14.00%	+18.31%	+13.63%	+20.47%	−4.48%	+19.29%
2016	+14.66%	+14.11%	+34.67%	+12.87%	+29.32%	+9.56%
2015	−0.44%	−1.00%	+7.75%	−1.41%	+9.52%	+0.58%
2014	+12.68%	+10.86%	−3.73%	+10.06%	+1.64%	+12.72%
2013	+28.17%	+30.88%	+15.13%	—	+9.87%	+30.28%
2012	+10.77%	+9.50%	+50.80%	—	+17.47%	+13.92%
2011	+7.36%	+5.73%	+24.14%	—	+7.93%	−0.91%
2010	+12.53%	—	+22.38%	—	+12.27%	+13.31%
2009	+14.10%	—	+79.97%	—	+3.99%	+22.88%
2008	−31.98%	—	−20.85%	—	−27.01%	−36.75%
2007	−2.61%	—	−5.11%	—	+17.36%	+1.30%
2006	+2.75%	—	—	—	+51.70%	+12.83%
2005	—	—	—	—	−1.38%	+1.35%
2004	—	—	—	—	+2.11%	+7.16%
2003	—	—	—	—	+1.64%	+26.10%
2002	—	—	—	—	−29.17%	−23.99%
2001	—	—	—	—	−16.77%	−13.35%
2000	—	—	—	—	−2.52%	−12.19%
1999	—	—	—	—	−9.27%	+17.68%
1998	—	—	—	—	+48.44%	+26.19%
1997	—	—	—	—	+44.57%	+8.60%
1996	—	—	—	—	−6.15%	—
1995	—	—	—	—	+45.05%	—
1994	—	—	—	—	−0.33%	—
1993	—	—	—	—	+14.81%	—
1992	—	—	—	—	+18.27%	—
1991	—	—	—	—	+19.84%	—
1990	—	—	—	—	−11.99%	—
1989	—	—	—	—	+62.49%	—
1988	—	—	—	—	+22.86%	—
1987	—	—	—	—	+0.18%	—
1986	—	—	—	—	+41.62%	—
1985	—	—	—	—	+28.91%	—
1984	—	—	—	—	+26.88%	—
1983	—	—	—	—	−4.60%	—

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Drawdowns

Thu 2014-06-12? to Fri 2025-07-18	Current Drawdown	Worst Drawdown
VYM ×	−0.93%	−35.39% 2020-03-23
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD ×	−8.06%	−33.55% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
MAIN ×	−0.65%	−64.52% 2020-03-23
Main Street Capital Corporation NYSE Common Stock
DGRO ×	−0.99%	−35.10% 2020-03-23
iShares Core Dividend Growth ETF Exchange-Traded Fund
T ×	−6.10%	−48.89% 2023-07-18
AT&T Inc NYSE Common Stock
SWPPX ×	−0.01%	−33.74% 2020-03-23
Schwab S&P 500 Index Fund Mutual Fund