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 Mon 2025-04-28 YTD
Return
TRR
Price
VYM
×
−3.82%
2025-04-28
2.728 TRR
2025-04-28
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SGOV
×
−0.15%
2025-04-28
0.9127 TRR
2025-04-28
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund

Returns

Thu 2020-05-28? to Mon 2025-04-28 Overall
Return
Exponential
Trendline
VYM
×
+44.63%
+7.79%/yr
+5.65%/yr
(R2=0.551)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SGOV
×
−8.73%
−1.84%/yr
−2.05%/yr
(R2=0.460)
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-28? to Mon 2025-04-28 Start
Value
End
Value
VYM
×
$10,000.00
2020-05-28
$14,463.01
2025-04-28
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SGOV
×
$10,000.00
2020-05-28
$9,126.77
2025-04-28
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund

Annual Returns

Year VYM SGOV
2025 (YTD) −3.82% −0.15%
2024 +14.30% +2.32%
2023 +3.13% +1.71%
2022 −6.49% −4.59%
2021 +17.91% −6.54%
2020 −0.22% −1.51%
2019 +21.30%
2018 −7.69%
2017 +14.01%
2016 +14.67%
2015 −0.46%
2014 +12.69%
2013 +28.14%
2012 +10.78%
2011 +7.37%
2010 +12.52%
2009 +14.09%
2008 −31.98%
2007 −2.62%
2006 +2.76%

Drawdowns

Thu 2020-05-28? to Mon 2025-04-28 Current
Drawdown
Worst
Drawdown
VYM
×
−8.26% −20.56%
2022-09-30
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SGOV
×
−8.73% −13.24%
2022-07-01
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund