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