All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2020-05-28? to Fri 2025-08-01 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VYM × |
+3.04%
2025-08-01 |
2.922 TRR
2025-08-01 |
||||
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
SGOV × |
−0.29%
2025-08-01 |
0.9115 TRR
2025-08-01 |
||||
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund | ||||||
Thu 2020-05-28? to Fri 2025-08-01 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VYM × |
+54.93%
+8.82%/yr |
+5.87%/yr
(R2=0.603) |
||||
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
SGOV × |
−8.85%
−1.77%/yr |
−1.75%/yr
(R2=0.391) |
||||
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund | ||||||
Thu 2020-05-28? to Fri 2025-08-01 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VYM × |
$10,000.00
2020-05-28 |
$15,493.12
2025-08-01 |
||||
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
SGOV × |
$10,000.00
2020-05-28 |
$9,114.76
2025-08-01 |
||||
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund | ||||||
Year | VYM | SGOV |
---|---|---|
2025 (YTD) | +3.04% | −0.29% |
2024 | +14.30% | +2.33% |
2023 | +3.13% | +1.72% |
2022 | −6.50% | −4.59% |
2021 | +17.91% | −6.54% |
2020 | −0.22% | −1.52% |
2019 | +21.29% | — |
2018 | −7.68% | — |
2017 | +14.00% | — |
2016 | +14.66% | — |
2015 | −0.44% | — |
2014 | +12.68% | — |
2013 | +28.16% | — |
2012 | +10.78% | — |
2011 | +7.35% | — |
2010 | +12.55% | — |
2009 | +14.09% | — |
2008 | −31.99% | — |
2007 | −2.61% | — |
2006 | +2.75% | — |
Thu 2020-05-28? to Fri 2025-08-01 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VYM × | −2.82% |
−20.56%
2022-09-30 |
||||
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
SGOV × | −8.85% |
−13.24%
2022-07-01 |
||||
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund | ||||||