All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2019-09-26? to Fri 2025-06-06 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
AVUV × |
−8.38%
2025-06-06 |
1.562 TRR
2025-06-06 |
||||
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund | ||||||
SCHG × |
−0.95%
2025-06-06 |
6.84 TRR
2025-06-06 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SWLGX × |
−0.12%
2025-06-06 |
2.448 TRR
2025-06-06 |
||||
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
SCHD × |
−3.77%
2025-06-06 |
3.422 TRR
2025-06-06 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VXUS × |
+13.62%
2025-06-06 |
1.442 TRR
2025-06-06 |
||||
Vanguard Total International Stock Index Fund ETF Shares NASDAQ Exchange-Traded Fund | ||||||
Thu 2019-09-26? to Fri 2025-06-06 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
AVUV × |
+56.19%
+8.14%/yr |
+11.29%/yr
(R2=0.569) |
||||
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund | ||||||
SCHG × |
+118.94%
+14.75%/yr |
+10.24%/yr
(R2=0.540) |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SWLGX × |
+110.68%
+13.98%/yr |
+9.27%/yr
(R2=0.514) |
||||
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
SCHD × |
+41.62%
+6.30%/yr |
+6.08%/yr
(R2=0.501) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VXUS × |
+23.92%
+3.84%/yr |
+0.60%/yr
(R2=0.009) |
||||
Vanguard Total International Stock Index Fund ETF Shares NASDAQ Exchange-Traded Fund | ||||||
Thu 2019-09-26? to Fri 2025-06-06 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
AVUV × |
$10,000.00
2019-09-26 |
$15,618.58
2025-06-06 |
||||
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund | ||||||
SCHG × |
$10,000.00
2019-09-26 |
$21,894.00
2025-06-06 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SWLGX × |
$10,000.00
2019-09-26 |
$21,068.13
2025-06-06 |
||||
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
SCHD × |
$10,000.00
2019-09-26 |
$14,162.22
2025-06-06 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VXUS × |
$10,000.00
2019-09-26 |
$12,392.49
2025-06-06 |
||||
Vanguard Total International Stock Index Fund ETF Shares NASDAQ Exchange-Traded Fund | ||||||
Year | AVUV | SCHG | SWLGX | SCHD | VXUS |
---|---|---|---|---|---|
2025 (YTD) | −8.38% | −0.95% | −0.12% | −3.77% | +13.62% |
2024 | +6.22% | +31.17% | +29.56% | +8.50% | +2.13% |
2023 | +18.84% | +45.20% | +38.04% | +1.15% | +12.15% |
2022 | −10.69% | −35.93% | −33.47% | −9.11% | −21.19% |
2021 | +32.85% | +19.67% | +17.75% | +21.33% | +1.83% |
2020 | +4.99% | +37.24% | +36.56% | +13.50% | +9.17% |
2019 | +8.40% | +32.99% | +33.26% | +24.41% | +19.04% |
2018 | — | −3.18% | −3.44% | −7.29% | −16.04% |
2017 | — | +25.40% | −0.45% | +18.35% | +24.83% |
2016 | — | +4.64% | — | +14.03% | +2.64% |
2015 | — | +2.50% | — | −1.00% | −4.88% |
2014 | — | +14.94% | — | +10.89% | −5.45% |
2013 | — | +32.04% | — | +30.86% | +12.88% |
2012 | — | +14.90% | — | +9.50% | +16.59% |
2011 | — | −3.60% | — | +5.72% | −16.54% |
2010 | — | +15.14% | — | — | — |
2009 | — | +2.80% | — | — | — |
Thu 2019-09-26? to Fri 2025-06-06 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
AVUV × | −16.56% |
−49.66%
2020-03-23 |
||||
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund | ||||||
SCHG × | −5.17% |
−38.95%
2023-01-05 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SWLGX × | −4.18% |
−37.75%
2022-10-14 |
||||
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
SCHD × | −10.19% |
−33.48%
2020-03-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VXUS × | −3.68% |
−35.86%
2022-10-14 |
||||
Vanguard Total International Stock Index Fund ETF Shares NASDAQ Exchange-Traded Fund | ||||||