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

Total Real Returns

VTI,SCHD,O: Total Return Chart (with Dividends Reinvested)

Thu 2011-10-20? to Fri 2024-11-29 YTD
Return
TR
Price
VTI
×
+27.69%
2024-11-29
7.948 TR
2024-11-29
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
+19.58%
2024-11-29
5.305 TR
2024-11-29
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
+5.61%
2024-11-29
14.67 TR
2024-11-29
Realty Income Corporation NYSE Common Stock

Returns

Thu 2011-10-20? to Fri 2024-11-29 Overall
Return
Exponential
Trendline
VTI
×
+510.16%
+14.79%/yr
+12.86%/yr
(R2=0.969)
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
+430.49%
+13.57%/yr
+12.56%/yr
(R2=0.974)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
+181.13%
+8.20%/yr
+7.35%/yr
(R2=0.809)
Realty Income Corporation NYSE Common Stock

Growth of $10,000

Thu 2011-10-20? to Fri 2024-11-29 Start
Value
End
Value
VTI
×
$10,000.00
2011-10-20
$61,015.61
2024-11-29
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$53,048.54
2024-11-29
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
$10,000.00
2011-10-20
$28,113.00
2024-11-29
Realty Income Corporation NYSE Common Stock

Annual Returns

Year VTI SCHD O
2024 (YTD) +27.69% +19.58% +5.61%
2023 +26.05% +4.54% −4.48%
2022 −19.52% −3.26% −7.37%
2021 +25.68% +29.87% +22.24%
2020 +21.08% +15.03% −13.19%
2019 +30.67% +27.29% +19.48%
2018 −5.23% −5.56% +13.78%
2017 +21.21% +20.85% +1.88%
2016 +12.82% +16.45% +14.00%
2015 +0.36% −0.30% +11.30%
2014 +12.55% +11.69% +31.72%
2013 +33.45% +32.88% −4.25%
2012 +16.45% +11.39% +18.19%
2011 +0.97% +5.31% +5.39%
2010 +17.43% +36.37%
2009 +28.90% +17.21%
2008 −36.99% −10.69%
2007 +5.37% +0.96%
2006 +15.70% +32.85%
2005 +6.30% −11.46%
2004 +12.78% +26.45%
2003 +30.74% +14.29%
2002 −20.48% +19.05%
2001 −7.30% +18.19%
2000 +20.61%
1999 −17.09%
1998 −2.21%
1997 +6.55%
1996 +6.11%
1995 +31.39%
1994 +7.03%

Drawdowns

Thu 2011-10-20? to Fri 2024-11-29 Current
Drawdown
Worst
Drawdown
VTI
×
0.00% −35.00%
2020-03-23
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
0.00% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
−12.69% −48.35%
2020-03-18
Realty Income Corporation NYSE Common Stock