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