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 2026-04-02 YTD
Return
TRR
Price
VYM
×
+2.69%
2026-04-02
3.274 TRR
2026-04-02
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SGOV
×
−0.16%
2026-04-02
0.9266 TRR
2026-04-02
iShares Trust Exchange-Traded Fund

Returns

Thu 2020-05-28? to Thu 2026-04-02 Overall
Return
Exponential
Trendline
VYM
×
+73.59%
+9.90%/yr
+7.03%/yr
(R2=0.721)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SGOV
×
−7.34%
−1.30%/yr
−1.10%/yr
(R2=0.219)
iShares Trust Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-28? to Thu 2026-04-02 Start
Value
End
Value
VYM
×
$10,000.00
2020-05-28
$17,359.35
2026-04-02
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SGOV
×
$10,000.00
2020-05-28
$9,265.61
2026-04-02
iShares Trust Exchange-Traded Fund

Annual Returns

Year VYM SGOV
2026 (YTD) +2.69% −0.16%
2025 +12.42% +1.52%
2024 +14.30% +2.33%
2023 +3.13% +1.71%
2022 −6.50% −4.59%
2021 +17.90% −6.54%
2020 −0.21% −1.51%
2019 +21.30%
2018 −7.69%
2017 +14.01%
2016 +14.66%
2015 −0.46%
2014 +12.70%
2013 +28.14%
2012 +10.77%
2011 +7.36%
2010 +12.56%
2009 +14.06%
2008 −31.97%
2007 −2.62%
2006 +2.74%

Drawdowns

Thu 2020-05-28? to Thu 2026-04-02 Current
Drawdown
Worst
Drawdown
VYM
×
−5.30% −20.55%
2022-09-30
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SGOV
×
−7.34% −13.24%
2022-07-01
iShares Trust Exchange-Traded Fund