All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2011-10-20? to Mon 2025-05-12 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SPY × |
−0.23%
2025-05-12 |
23.84 TR
2025-05-12 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| VTI × |
−0.53%
2025-05-12 |
7.666 TR
2025-05-12 |
||||
| Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SCHD × |
−2.39%
2025-05-12 |
4.835 TR
2025-05-12 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Mon 2025-05-12 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPY × |
+512.09%
+14.29%/yr |
+13.28%/yr
(R2=0.977) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| VTI × |
+488.49%
+13.96%/yr |
+12.90%/yr
(R2=0.972) |
||||
| Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SCHD × |
+383.54%
+12.32%/yr |
+12.45%/yr
(R2=0.975) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Mon 2025-05-12 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPY × |
$10,000.00
2011-10-20 |
$61,209.13
2025-05-12 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| VTI × |
$10,000.00
2011-10-20 |
$58,848.59
2025-05-12 |
||||
| Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SCHD × |
$10,000.00
2011-10-20 |
$48,354.34
2025-05-12 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Year | SPY | VTI | SCHD |
|---|---|---|---|
| 2025 (YTD) | −0.23% | −0.53% | −2.39% |
| 2024 | +24.89% | +23.81% | +11.66% |
| 2023 | +26.18% | +26.05% | +4.54% |
| 2022 | −18.18% | −19.52% | −3.26% |
| 2021 | +28.73% | +25.68% | +29.87% |
| 2020 | +18.33% | +21.08% | +15.03% |
| 2019 | +31.22% | +30.67% | +27.29% |
| 2018 | −4.57% | −5.23% | −5.56% |
| 2017 | +21.71% | +21.21% | +20.85% |
| 2016 | +12.00% | +12.82% | +16.45% |
| 2015 | +1.23% | +0.36% | −0.30% |
| 2014 | +13.46% | +12.55% | +11.69% |
| 2013 | +32.31% | +33.45% | +32.88% |
| 2012 | +15.99% | +16.45% | +11.39% |
| 2011 | +1.89% | +0.97% | +5.31% |
| 2010 | +15.06% | +17.43% | — |
| 2009 | +26.35% | +28.90% | — |
| 2008 | −36.79% | −36.99% | — |
| 2007 | +5.15% | +5.37% | — |
| 2006 | +15.85% | +15.70% | — |
| 2005 | +4.83% | +6.30% | — |
| 2004 | +10.70% | +12.78% | — |
| 2003 | +28.18% | +30.74% | — |
| 2002 | −21.58% | −20.48% | — |
| 2001 | −11.76% | −7.29% | — |
| 2000 | −9.74% | — | — |
| 1999 | +20.39% | — | — |
| 1998 | +28.69% | — | — |
| 1997 | +33.48% | — | — |
| 1996 | +22.50% | — | — |
| 1995 | +38.06% | — | — |
| 1994 | +0.40% | — | — |
| 1993 | +8.71% | — | — |
| Thu 2011-10-20? to Mon 2025-05-12 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPY × | −4.60% |
−33.72%
2020-03-23 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| VTI × | −4.90% |
−35.00%
2020-03-23 |
||||
| Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SCHD × | −8.85% |
−33.37%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||