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 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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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