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

Total Real Returns

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

Thu 2020-05-28? to Thu 2025-07-03 YTD
Return
TRR
Price
VYM
×
+5.67%
2025-07-03
2.997 TRR
2025-07-03
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SGOV
×
+0.11%
2025-07-03
0.9183 TRR
2025-07-03
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund

Returns

Thu 2020-05-28? to Thu 2025-07-03 Overall
Return
Exponential
Trendline
VYM
×
+58.90%
+9.51%/yr
+5.76%/yr
(R2=0.585)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SGOV
×
−8.17%
−1.66%/yr
−1.73%/yr
(R2=0.378)
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-28? to Thu 2025-07-03 Start
Value
End
Value
VYM
×
$10,000.00
2020-05-28
$15,889.79
2025-07-03
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SGOV
×
$10,000.00
2020-05-28
$9,183.36
2025-07-03
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund

Annual Returns

Year VYM SGOV
2025 (YTD) +5.67% +0.11%
2024 +14.30% +2.33%
2023 +3.14% +2.08%
2022 −6.49% −4.59%
2021 +17.90% −6.54%
2020 −0.21% −1.52%
2019 +21.30%
2018 −7.68%
2017 +14.00%
2016 +14.67%
2015 −0.46%
2014 +12.69%
2013 +28.16%
2012 +10.77%
2011 +7.35%
2010 +12.56%
2009 +14.07%
2008 −31.98%
2007 −2.62%
2006 +2.76%

Drawdowns

Thu 2020-05-28? to Thu 2025-07-03 Current
Drawdown
Worst
Drawdown
VYM
×
0.00% −20.56%
2022-09-30
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SGOV
×
−8.17% −13.24%
2022-07-01
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund