All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

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

Thu 2006-11-16? to Fri 2025-05-09 YTD
Return
TRR
Price
VYM
×
−2.35%
2025-05-09
2.77 TRR
2025-05-09
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
T
×
+23.24%
2025-05-09
36.5 TRR
2025-05-09
AT&T Inc NYSE Common Stock
SWPPX
×
−4.81%
2025-05-09
5.087 TRR
2025-05-09
Schwab S&P 500 Index Fund Mutual Fund

Returns

Thu 2006-11-16? to Fri 2025-05-09 Overall
Return
Exponential
Trendline
VYM
×
+176.96%
+5.67%/yr
+8.02%/yr
(R2=0.891)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
T
×
+169.77%
+5.52%/yr
+4.07%/yr
(R2=0.571)
AT&T Inc NYSE Common Stock
SWPPX
×
+254.69%
+7.09%/yr
+9.41%/yr
(R2=0.912)
Schwab S&P 500 Index Fund Mutual Fund

Growth of $10,000

Thu 2006-11-16? to Fri 2025-05-09 Start
Value
End
Value
VYM
×
$10,000.00
2006-11-16
$27,696.04
2025-05-09
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
T
×
$10,000.00
2006-11-16
$26,976.74
2025-05-09
AT&T Inc NYSE Common Stock
SWPPX
×
$10,000.00
2006-11-16
$35,469.32
2025-05-09
Schwab S&P 500 Index Fund Mutual Fund

Annual Returns

Year VYM T SWPPX
2025 (YTD) −2.35% +23.24% −4.81%
2024 +14.30% +40.05% +21.47%
2023 +3.14% −5.89% +22.15%
2022 −6.50% +0.00% −23.11%
2021 +17.91% −12.10% +20.21%
2020 −0.22% −20.70% +16.81%
2019 +21.29% +45.16% +28.51%
2018 −7.68% −22.26% −6.70%
2017 +14.02% −4.47% +19.23%
2016 +14.65% +29.31% +8.95%
2015 −0.44% +9.50% −0.46%
2014 +12.69% +1.64% +12.70%
2013 +28.15% +9.92% +30.31%
2012 +10.78% +17.43% +13.91%
2011 +7.36% +7.91% −0.90%
2010 +12.54% +12.23% +13.28%
2009 +14.08% +4.03% +22.88%
2008 −31.98% −26.99% −36.73%
2007 −2.62% +17.31% +1.28%
2006 +2.75% +51.71% +12.83%
2005 −1.39% +1.33%
2004 +2.12% +7.22%
2003 +1.64% +26.05%
2002 −29.19% −23.95%
2001 −16.73% −13.41%
2000 −2.51% −12.17%
1999 −9.25% +18.79%
1998 +48.38% +26.25%
1997 +44.56% +8.57%
1996 −6.15%
1995 +45.06%
1994 −0.33%
1993 +14.82%
1992 +18.26%
1991 +19.86%
1990 −12.01%
1989 +62.54%
1988 +22.79%
1987 +0.24%
1986 +41.48%
1985 +29.02%
1984 +26.87%
1983 −4.60%

Drawdowns

Thu 2006-11-16? to Fri 2025-05-09 Current
Drawdown
Worst
Drawdown
VYM
×
−6.87% −57.73%
2009-03-05
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
T
×
−1.87% −48.92%
2023-07-18
AT&T Inc NYSE Common Stock
SWPPX
×
−8.15% −55.84%
2009-03-09
Schwab S&P 500 Index Fund Mutual Fund