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 Wed 2024-12-11 YTD
Return
TR
Price
SCHD
×
+14.39%
2024-12-11
5.075 TR
2024-12-11
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VWAHX
×
+4.93%
2024-12-11
13.2 TR
2024-12-11
Vanguard High-Yield Tax-Exempt Fund Investor Shares Mutual Fund

Returns

Thu 2011-10-20? to Wed 2024-12-11 Overall
Return
Exponential
Trendline
SCHD
×
+407.49%
+13.15%/yr
+12.56%/yr
(R2=0.974)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VWAHX
×
+65.79%
+3.92%/yr
+3.48%/yr
(R2=0.874)
Vanguard High-Yield Tax-Exempt Fund Investor Shares Mutual Fund

Growth of $10,000

Thu 2011-10-20? to Wed 2024-12-11 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$50,749.11
2024-12-11
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VWAHX
×
$10,000.00
2011-10-20
$16,579.14
2024-12-11
Vanguard High-Yield Tax-Exempt Fund Investor Shares Mutual Fund

Annual Returns

Year SCHD VWAHX
2024 (YTD) +14.39% +4.93%
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 −4.87%
1993 +10.50%
1992 +7.34%
1991 +13.66%
1990 +4.49%
1989 +9.94%
1988 +13.90%
1987 −3.62%
1986 +15.47%
1985 +21.75%
1984 +9.79%
1983 +10.47%
1982 +36.04%
1981 −8.67%
1980 −11.39%
1979 +0.00%

Drawdowns

Thu 2011-10-20? to Wed 2024-12-11 Current
Drawdown
Worst
Drawdown
SCHD
×
−4.33% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VWAHX
×
−0.46% −17.82%
2022-10-25
Vanguard High-Yield Tax-Exempt Fund Investor Shares Mutual Fund