All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

ITOT,SCHD,VLO: Total Return Chart (with Dividends Reinvested)

Thu 2011-10-20? to Thu 2025-06-26 YTD
Return
TR
Price
ITOT
×
+4.57%
2025-06-26
7.878 TR
2025-06-26
iShares Core S&P Total U.S. Stock Market ETF Exchange-Traded Fund
SCHD
×
−1.58%
2025-06-26
4.876 TR
2025-06-26
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VLO
×
+13.60%
2025-06-26
38.96 TR
2025-06-26
Valero Energy Corporation NYSE Common Stock

Returns

Thu 2011-10-20? to Thu 2025-06-26 Overall
Return
Exponential
Trendline
ITOT
×
+522.61%
+14.30%/yr
+12.98%/yr
(R2=0.973)
iShares Core S&P Total U.S. Stock Market ETF Exchange-Traded Fund
SCHD
×
+387.56%
+12.27%/yr
+12.39%/yr
(R2=0.974)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VLO
×
+904.85%
+18.37%/yr
+16.15%/yr
(R2=0.851)
Valero Energy Corporation NYSE Common Stock

Growth of $10,000

Thu 2011-10-20? to Thu 2025-06-26 Start
Value
End
Value
ITOT
×
$10,000.00
2011-10-20
$62,261.36
2025-06-26
iShares Core S&P Total U.S. Stock Market ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$48,755.70
2025-06-26
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VLO
×
$10,000.00
2011-10-20
$100,484.93
2025-06-26
Valero Energy Corporation NYSE Common Stock

Annual Returns

Year ITOT SCHD VLO
2025 (YTD) +4.57% −1.58% +13.60%
2024 +23.80% +11.66% −2.96%
2023 +26.12% +4.54% +5.86%
2022 −19.47% −3.26% +74.95%
2021 +25.68% +29.87% +40.25%
2020 +20.71% +15.03% −35.69%
2019 +30.67% +27.29% +30.27%
2018 −5.33% −5.56% −15.73%
2017 +21.37% +20.85% +39.99%
2016 +12.60% +16.45% +0.66%
2015 +0.90% −0.30% +46.83%
2014 +13.53% +11.69% +0.25%
2013 +33.33% +32.88% +64.22%
2012 +15.83% +11.39% +62.09%
2011 +1.74% +5.31% −8.95%
2010 +16.22% +38.03%
2009 +26.60% −22.60%
2008 −36.47% −69.10%
2007 +5.15% +36.88%
2006 +15.12% −0.85%
2005 +5.33% +127.31%
2004 +8.91% +95.94%
2003 +25.45%
2002 −3.10%
2001 +2.51%
2000 +87.11%
1999 −6.47%
1998 −32.41%
1997 +9.82%
1996 +16.84%
1995 +45.18%
1994 −20.12%
1993 −7.65%
1992 −23.11%
1991 +93.49%
1990 +1.65%
1989 +70.43%
1988 +77.51%
1987 −27.28%
1986 −50.00%
1985 +120.00%
1984 −70.06%
1983 −13.92%
1982 +0.52%

Drawdowns

Thu 2011-10-20? to Thu 2025-06-26 Current
Drawdown
Worst
Drawdown
ITOT
×
−0.08% −35.00%
2020-03-23
iShares Core S&P Total U.S. Stock Market ETF Exchange-Traded Fund
SCHD
×
−8.09% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VLO
×
−22.44% −71.88%
2020-03-23
Valero Energy Corporation NYSE Common Stock