All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Thu 2019-09-26? to Thu 2025-07-31 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
AVUV × |
−5.57%
2025-07-31 |
2.024 TR
2025-07-31 |
||||
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund | ||||||
SCHD × |
−1.61%
2025-07-31 |
4.896 TR
2025-07-31 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
SWISX × |
+17.47%
2025-07-31 |
4.02 TR
2025-07-31 |
||||
Schwab International Index Fund Select Shares Mutual Fund | ||||||
Thu 2019-09-26? to Thu 2025-07-31 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
AVUV × |
+102.36%
+12.82%/yr |
+16.24%/yr
(R2=0.733) |
||||
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund | ||||||
SCHD × |
+78.88%
+10.46%/yr |
+10.95%/yr
(R2=0.773) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
SWISX × |
+59.76%
+8.35%/yr |
+7.04%/yr
(R2=0.609) |
||||
Schwab International Index Fund Select Shares Mutual Fund | ||||||
Thu 2019-09-26? to Thu 2025-07-31 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
AVUV × |
$10,000.00
2019-09-26 |
$20,235.97
2025-07-31 |
||||
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund | ||||||
SCHD × |
$10,000.00
2019-09-26 |
$17,888.36
2025-07-31 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
SWISX × |
$10,000.00
2019-09-26 |
$15,976.42
2025-07-31 |
||||
Schwab International Index Fund Select Shares Mutual Fund | ||||||
Year | AVUV | SCHD | SWISX |
---|---|---|---|
2025 (YTD) | −5.57% | −1.61% | +17.47% |
2024 | +9.29% | +11.66% | +3.54% |
2023 | +22.82% | +4.54% | +18.13% |
2022 | −4.91% | −3.26% | −14.30% |
2021 | +42.20% | +29.87% | +11.25% |
2020 | +6.43% | +15.03% | +8.13% |
2019 | +8.50% | +27.29% | +21.87% |
2018 | — | −5.56% | −13.38% |
2017 | — | +20.85% | +25.32% |
2016 | — | +16.45% | +1.07% |
2015 | — | −0.30% | −0.86% |
2014 | — | +11.69% | −5.71% |
2013 | — | +32.88% | +21.62% |
2012 | — | +11.39% | +18.92% |
2011 | — | +5.31% | −11.81% |
2010 | — | — | +6.62% |
2009 | — | — | +29.20% |
2008 | — | — | −41.82% |
2007 | — | — | +13.27% |
2006 | — | — | +25.01% |
2005 | — | — | +20.64% |
2004 | — | — | +18.33% |
2003 | — | — | +36.52% |
2002 | — | — | −15.63% |
2001 | — | — | −22.72% |
2000 | — | — | −17.53% |
1999 | — | — | +33.81% |
1998 | — | — | +15.96% |
1997 | — | — | −7.77% |
Thu 2019-09-26? to Thu 2025-07-31 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
AVUV × | −12.03% |
−49.42%
2020-03-23 |
||||
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund | ||||||
SCHD × | −7.71% |
−33.37%
2020-03-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
SWISX × | −4.60% |
−33.68%
2020-03-23 |
||||
Schwab International Index Fund Select Shares Mutual Fund | ||||||