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