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

Total Real Returns

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

Thu 2011-10-20? to Fri 2025-01-17 YTD
Return
TR
Price
SCHD
×
+2.45%
2025-01-17
5.075 TR
2025-01-17
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VWAHX
×
−0.56%
2025-01-17
7.389 TR
2025-01-17
Vanguard High-Yield Tax-Exempt Fund Investor Shares Mutual Fund

Returns

Thu 2011-10-20? to Fri 2025-01-17 Overall
Return
Exponential
Trendline
SCHD
×
+407.51%
+13.05%/yr
+12.54%/yr
(R2=0.974)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VWAHX
×
+62.34%
+3.73%/yr
+3.46%/yr
(R2=0.875)
Vanguard High-Yield Tax-Exempt Fund Investor Shares Mutual Fund

Growth of $10,000

Thu 2011-10-20? to Fri 2025-01-17 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$50,750.65
2025-01-17
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VWAHX
×
$10,000.00
2011-10-20
$16,234.26
2025-01-17
Vanguard High-Yield Tax-Exempt Fund Investor Shares Mutual Fund

Annual Returns

Year SCHD VWAHX
2025 (YTD) +2.45% −0.56%
2024 +11.66% +3.33%
2023 +4.54% +8.39%
2022 −3.26% −11.75%
2021 +29.87% +3.23%
2020 +15.03% +5.15%
2019 +27.29% +8.85%
2018 −5.56% +1.32%
2017 +20.85% +7.88%
2016 +16.45% +0.84%
2015 −0.30% +4.17%
2014 +11.69% +11.65%
2013 +32.88% −3.20%
2012 +11.39% +9.39%
2011 +5.31% +11.02%
2010 +2.57%
2009 +20.17%
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 +14.34%
1990 +4.50%
1989 +9.93%
1988 +13.90%
1987 −3.62%
1986 +6.59%

Drawdowns

Thu 2011-10-20? to Fri 2025-01-17 Current
Drawdown
Worst
Drawdown
SCHD
×
−4.33% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VWAHX
×
−2.53% −17.82%
2022-10-25
Vanguard High-Yield Tax-Exempt Fund Investor Shares Mutual Fund