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

Total Real Returns

SCHD,VOO,VWAHX: Total Return Chart (with Dividends Reinvested)

Thu 2011-10-20? to Fri 2024-09-27 YTD
Return
TR
Price
SCHD
×
+13.73%
2024-09-27
5.046 TR
2024-09-27
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VOO
×
+21.47%
2024-09-27
6.776 TR
2024-09-27
Vanguard S&P 500 ETF Exchange-Traded Fund
VWAHX
×
+4.34%
2024-09-27
7.536 TR
2024-09-27
Vanguard High-Yield Tax-Exempt Fund Investor Shares Mutual Fund

Returns

Thu 2011-10-20? to Fri 2024-09-27 Overall
Return
Exponential
Trendline
SCHD
×
+404.55%
+13.32%/yr
+12.56%/yr
(R2=0.973)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VOO
×
+502.29%
+14.89%/yr
+13.24%/yr
(R2=0.975)
Vanguard S&P 500 ETF Exchange-Traded Fund
VWAHX
×
+66.65%
+4.03%/yr
+3.60%/yr
(R2=0.884)
Vanguard High-Yield Tax-Exempt Fund Investor Shares Mutual Fund

Growth of $10,000

Thu 2011-10-20? to Fri 2024-09-27 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$50,455.39
2024-09-27
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VOO
×
$10,000.00
2011-10-20
$60,229.42
2024-09-27
Vanguard S&P 500 ETF Exchange-Traded Fund
VWAHX
×
$10,000.00
2011-10-20
$16,664.63
2024-09-27
Vanguard High-Yield Tax-Exempt Fund Investor Shares Mutual Fund

Annual Returns

Year SCHD VOO VWAHX
2024 (YTD) +13.73% +21.47% +4.34%
2023 +4.54% +26.32% +8.37%
2022 −3.26% −18.17% −11.76%
2021 +29.87% +28.79% +3.86%
2020 +15.03% +18.32% +5.40%
2019 +27.29% +31.36% +9.19%
2018 −5.56% −4.50% +1.30%
2017 +20.85% +21.77% +7.86%
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% +2.57%
2009 +20.17%
2008 −10.44%
2007 +1.58%
2006 +5.57%
2005 +4.36%
2004 +5.01%
2003 +6.37%
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 −4.88%
1993 +10.50%
1992 +7.34%
1991 +13.66%
1990 +4.50%
1989 +9.93%
1988 +13.90%
1987 −3.62%
1986 +6.60%

Drawdowns

Thu 2011-10-20? to Fri 2024-09-27 Current
Drawdown
Worst
Drawdown
SCHD
×
−0.05% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VOO
×
−0.13% −33.99%
2020-03-23
Vanguard S&P 500 ETF Exchange-Traded Fund
VWAHX
×
−0.43% −17.32%
2022-10-25
Vanguard High-Yield Tax-Exempt Fund Investor Shares Mutual Fund