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

Total Real Returns

SWLGX,SCHD,VXUS,VEU: Total Return Chart (with Dividends Reinvested)

Wed 2017-12-20? to Wed 2025-06-11 YTD
Return
TR
Price
SWLGX
×
+2.10%
2025-06-11
3.203 TR
2025-06-11
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SCHD
×
−0.80%
2025-06-11
4.914 TR
2025-06-11
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VXUS
×
+16.55%
2025-06-11
2.121 TR
2025-06-11
Vanguard Total International Stock Index Fund ETF Shares NASDAQ Exchange-Traded Fund
VEU
×
+16.52%
2025-06-11
2.166 TR
2025-06-11
Vanguard FTSE All-World ex-US Index Fund ETF Shares Exchange-Traded Fund

Returns

Wed 2017-12-20? to Wed 2025-06-11 Overall
Return
Exponential
Trendline
SWLGX
×
+220.33%
+16.85%/yr
+16.13%/yr
(R2=0.877)
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SCHD
×
+101.07%
+9.80%/yr
+11.99%/yr
(R2=0.886)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VXUS
×
+51.76%
+5.74%/yr
+5.05%/yr
(R2=0.579)
Vanguard Total International Stock Index Fund ETF Shares NASDAQ Exchange-Traded Fund
VEU
×
+53.42%
+5.89%/yr
+5.18%/yr
(R2=0.597)
Vanguard FTSE All-World ex-US Index Fund ETF Shares Exchange-Traded Fund

Growth of $10,000

Wed 2017-12-20? to Wed 2025-06-11 Start
Value
End
Value
SWLGX
×
$10,000.00
2017-12-20
$32,033.31
2025-06-11
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SCHD
×
$10,000.00
2017-12-20
$20,107.50
2025-06-11
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VXUS
×
$10,000.00
2017-12-20
$15,176.43
2025-06-11
Vanguard Total International Stock Index Fund ETF Shares NASDAQ Exchange-Traded Fund
VEU
×
$10,000.00
2017-12-20
$15,341.65
2025-06-11
Vanguard FTSE All-World ex-US Index Fund ETF Shares Exchange-Traded Fund

Annual Returns

Year SWLGX SCHD VXUS VEU
2025 (YTD) +2.10% −0.80% +16.55% +16.52%
2024 +33.30% +11.66% +5.08% +5.56%
2023 +42.67% +4.54% +15.90% +15.88%
2022 −29.17% −3.26% −16.09% −15.58%
2021 +26.04% +29.87% +8.98% +8.27%
2020 +38.43% +15.03% +10.67% +11.10%
2019 +36.30% +27.29% +21.75% +21.83%
2018 −1.59% −5.56% −14.43% −14.18%
2017 −0.48% +20.85% +27.46% +27.40%
2016 +16.45% +4.78% +4.88%
2015 −0.30% −4.18% −4.78%
2014 +11.69% −4.74% −4.53%
2013 +32.88% +14.59% +14.15%
2012 +11.39% +18.61% +18.90%
2011 +5.31% −14.44% −14.03%
2010 +11.82%
2009 +37.61%
2008 −43.43%
2007 +16.02%

Drawdowns

Wed 2017-12-20? to Wed 2025-06-11 Current
Drawdown
Worst
Drawdown
SWLGX
×
−2.03% −33.28%
2022-10-14
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SCHD
×
−7.37% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VXUS
×
0.00% −35.97%
2020-03-23
Vanguard Total International Stock Index Fund ETF Shares NASDAQ Exchange-Traded Fund
VEU
×
0.00% −34.98%
2020-03-23
Vanguard FTSE All-World ex-US Index Fund ETF Shares Exchange-Traded Fund