| VYM | |
|---|---|
| Total return | +197.8% |
| Annualised (CAGR) | +11.5% |
| Volatility (annualised) | +14.1% |
| Sharpe (rf = 0) | 0.82 |
| Deepest drawdown | -35.2% |
| Drawdown peak → trough | 2020-01-17 → 2020-03-23 |
Over the 10.0 years to 2026-09-21 the fund returned +197.8% in total (+11.5% a year), with a deepest drawdown of -35.2% from 2020-01-17 to 2020-03-23. Its worst calendar year was 2018 (-5.9%), its best 2021 (+26.2%).
| Year | VYM |
|---|---|
| 2026 | +12.4% |
| 2025 | +15.4% |
| 2024 | +17.6% |
| 2023 | +6.6% |
| 2022 | -0.5% |
| 2021 | +26.2% |
| 2020 | +1.1% |
| 2019 | +24.1% |
| 2018 | -5.9% |
| 2017 | +16.4% |
| 2016 | +6.1% |
It does not say VYM is a good or bad fund, and it is not a forecast. Returns above are history: they already include dividends and already exclude the fund's own fees. A drawdown of -35.2% means an investor who bought at the peak would have watched that much value disappear before it recovered — how long that takes is the part most tables leave out.
More in US · Dividend: VIG · CATH · DGRO · all fund pages