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

Thu 2006-11-16? to Mon 2025-05-12	YTD Return	TRR Price
VYM ×	−0.13% 2025-05-12	2.833 TRR 2025-05-12
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SWPPX ×	−1.87% 2025-05-12	5.244 TRR 2025-05-12
Schwab S&P 500 Index Fund Mutual Fund

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Returns

Thu 2006-11-16? to Mon 2025-05-12	Overall Return	Exponential Trendline
VYM ×	+183.26% +5.79%/yr	+8.02%/yr (R2=0.891)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SWPPX ×	+265.67% +7.27%/yr	+9.41%/yr (R2=0.912)
Schwab S&P 500 Index Fund Mutual Fund

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Growth of $10,000

Thu 2006-11-16? to Mon 2025-05-12	Start Value	End Value
VYM ×	$10,000.00 2006-11-16	$28,326.00 2025-05-12
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SWPPX ×	$10,000.00 2006-11-16	$36,566.56 2025-05-12
Schwab S&P 500 Index Fund Mutual Fund

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Annual Returns

Year	VYM	SWPPX
2025 (YTD)	−0.13%	−1.87%
2024	+14.31%	+21.46%
2023	+3.14%	+22.17%
2022	−6.50%	−23.11%
2021	+17.90%	+20.21%
2020	−0.21%	+16.80%
2019	+21.29%	+28.52%
2018	−7.68%	−6.69%
2017	+14.01%	+19.23%
2016	+14.66%	+8.94%
2015	−0.45%	−0.46%
2014	+12.70%	+12.71%
2013	+28.15%	+30.31%
2012	+10.76%	+13.89%
2011	+7.38%	−0.90%
2010	+12.52%	+13.26%
2009	+14.09%	+22.91%
2008	−31.99%	−36.75%
2007	−2.61%	+1.32%
2006	+2.75%	+12.82%
2005	—	+1.33%
2004	—	+7.21%
2003	—	+26.08%
2002	—	−23.97%
2001	—	−13.39%
2000	—	−12.16%
1999	—	+18.77%
1998	—	+26.21%
1997	—	+8.61%

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Drawdowns

Thu 2006-11-16? to Mon 2025-05-12	Current Drawdown	Worst Drawdown
VYM ×	−4.75%	−57.72% 2009-03-05
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SWPPX ×	−5.33%	−55.86% 2009-03-09
Schwab S&P 500 Index Fund Mutual Fund