All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Wed 2017-12-20? to Tue 2025-08-26 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
SWLGX × |
+11.76%
2025-08-26 |
5.722 TR
2025-08-26 |
||||
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
SCHD × |
+3.50%
2025-08-26 |
5.127 TR
2025-08-26 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VXUS × |
+22.78%
2025-08-26 |
2.235 TR
2025-08-26 |
||||
Vanguard Total International Stock Index Fund ETF Shares NASDAQ Exchange-Traded Fund | ||||||
VEU × |
+22.54%
2025-08-26 |
2.278 TR
2025-08-26 |
||||
Vanguard FTSE All-World ex-US Index Fund ETF Shares Exchange-Traded Fund | ||||||
Wed 2017-12-20? to Tue 2025-08-26 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SWLGX × |
+472.20%
+25.49%/yr |
+25.41%/yr
(R2=0.955) |
||||
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
SCHD × |
+109.78%
+10.12%/yr |
+11.79%/yr
(R2=0.888) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VXUS × |
+59.87%
+6.30%/yr |
+5.36%/yr
(R2=0.612) |
||||
Vanguard Total International Stock Index Fund ETF Shares NASDAQ Exchange-Traded Fund | ||||||
VEU × |
+61.35%
+6.42%/yr |
+5.49%/yr
(R2=0.628) |
||||
Vanguard FTSE All-World ex-US Index Fund ETF Shares Exchange-Traded Fund | ||||||
Wed 2017-12-20? to Tue 2025-08-26 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SWLGX × |
$10,000.00
2017-12-20 |
$57,219.68
2025-08-26 |
||||
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
SCHD × |
$10,000.00
2017-12-20 |
$20,977.75
2025-08-26 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VXUS × |
$10,000.00
2017-12-20 |
$15,986.52
2025-08-26 |
||||
Vanguard Total International Stock Index Fund ETF Shares NASDAQ Exchange-Traded Fund | ||||||
VEU × |
$10,000.00
2017-12-20 |
$16,134.68
2025-08-26 |
||||
Vanguard FTSE All-World ex-US Index Fund ETF Shares Exchange-Traded Fund | ||||||
Year | SWLGX | SCHD | VXUS | VEU |
---|---|---|---|---|
2025 (YTD) | +11.76% | +3.50% | +22.78% | +22.54% |
2024 | +38.21% | +11.66% | +5.08% | +5.56% |
2023 | +49.96% | +4.54% | +15.90% | +15.88% |
2022 | −24.50% | −3.26% | −16.09% | −15.58% |
2021 | +45.69% | +29.87% | +8.98% | +8.27% |
2020 | +45.31% | +15.03% | +10.66% | +11.10% |
2019 | +46.20% | +27.29% | +21.75% | +21.83% |
2018 | +6.21% | −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% |
Wed 2017-12-20? to Tue 2025-08-26 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SWLGX × | −0.69% |
−32.69%
2022-10-14 |
||||
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
SCHD × | −3.36% |
−33.37%
2020-03-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VXUS × | −1.02% |
−35.97%
2020-03-23 |
||||
Vanguard Total International Stock Index Fund ETF Shares NASDAQ Exchange-Traded Fund | ||||||
VEU × | −1.08% |
−34.98%
2020-03-23 |
||||
Vanguard FTSE All-World ex-US Index Fund ETF Shares Exchange-Traded Fund | ||||||