All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2011-10-20? to Tue 2025-03-04 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+2.20%
2025-03-04 |
5.062 TR
2025-03-04 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VOO × |
−1.55%
2025-03-04 |
6.863 TR
2025-03-04 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| VWAHX × |
+1.17%
2025-03-04 |
13.16 TR
2025-03-04 |
||||
| Vanguard High-Yield Tax-Exempt Fund Investor Shares Mutual Fund | ||||||
| Thu 2011-10-20? to Tue 2025-03-04 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+406.24%
+12.90%/yr |
+12.52%/yr
(R2=0.975) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VOO × |
+510.06%
+14.48%/yr |
+13.38%/yr
(R2=0.977) |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| VWAHX × |
+65.17%
+3.82%/yr |
+3.45%/yr
(R2=0.877) |
||||
| Vanguard High-Yield Tax-Exempt Fund Investor Shares Mutual Fund | ||||||
| Thu 2011-10-20? to Tue 2025-03-04 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2011-10-20 |
$50,623.73
2025-03-04 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VOO × |
$10,000.00
2011-10-20 |
$61,005.62
2025-03-04 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| VWAHX × |
$10,000.00
2011-10-20 |
$16,516.86
2025-03-04 |
||||
| Vanguard High-Yield Tax-Exempt Fund Investor Shares Mutual Fund | ||||||
| Year | SCHD | VOO | VWAHX |
|---|---|---|---|
| 2025 (YTD) | +2.20% | −1.55% | +1.17% |
| 2024 | +11.66% | +24.98% | +3.33% |
| 2023 | +4.54% | +26.32% | +8.39% |
| 2022 | −3.26% | −18.17% | −11.75% |
| 2021 | +29.87% | +28.79% | +3.24% |
| 2020 | +15.03% | +18.32% | +5.15% |
| 2019 | +27.29% | +31.37% | +8.85% |
| 2018 | −5.56% | −4.50% | +1.32% |
| 2017 | +20.85% | +21.77% | +7.88% |
| 2016 | +16.45% | +12.17% | +0.84% |
| 2015 | −0.30% | +1.33% | +4.17% |
| 2014 | +11.69% | +13.56% | +11.65% |
| 2013 | +32.88% | +32.39% | −3.20% |
| 2012 | +11.39% | +15.99% | +9.39% |
| 2011 | +5.31% | +1.90% | +11.02% |
| 2010 | — | +14.78% | +2.58% |
| 2009 | — | — | +20.16% |
| 2008 | — | — | −10.44% |
| 2007 | — | — | +1.58% |
| 2006 | — | — | +5.57% |
| 2005 | — | — | +4.36% |
| 2004 | — | — | +5.01% |
| 2003 | — | — | +6.36% |
| 2002 | — | — | +7.33% |
| 2001 | — | — | +5.39% |
| 2000 | — | — | +10.78% |
| 1999 | — | — | −2.71% |
| 1998 | — | — | +5.79% |
| 1997 | — | — | +8.76% |
| 1996 | — | — | +4.47% |
| 1995 | — | — | +20.35% |
| 1994 | — | — | −4.84% |
| 1993 | — | — | +10.50% |
| 1992 | — | — | +7.34% |
| 1991 | — | — | +13.66% |
| 1990 | — | — | +4.50% |
| 1989 | — | — | +9.93% |
| 1988 | — | — | +13.90% |
| 1987 | — | — | −3.62% |
| 1986 | — | — | +15.48% |
| 1985 | — | — | +21.75% |
| 1984 | — | — | +9.79% |
| 1983 | — | — | +10.46% |
| 1982 | — | — | +36.05% |
| 1981 | — | — | −8.68% |
| 1980 | — | — | −11.38% |
| 1979 | — | — | +0.00% |
| Thu 2011-10-20? to Tue 2025-03-04 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × | −4.57% |
−33.37%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VOO × | −5.89% |
−33.99%
2020-03-23 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| VWAHX × | −0.83% |
−17.82%
2022-10-25 |
||||
| Vanguard High-Yield Tax-Exempt Fund Investor Shares Mutual Fund | ||||||