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 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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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