All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

AVUV,SCHG,SWLGX,SCHD,VXUS: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2019-09-26? to Mon 2026-05-11 YTD
Return
TRR
Price
AVUV
×
+13.69%
2026-05-11
2.028 TRR
2026-05-11
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund
SCHG
×
+1.82%
2026-05-11
8.048 TRR
2026-05-11
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SWLGX
×
+1.63%
2026-05-11
2.911 TRR
2026-05-11
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SCHD
×
+13.46%
2026-05-11
4.1 TRR
2026-05-11
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VXUS
×
+10.13%
2026-05-11
1.802 TRR
2026-05-11
Vanguard Total International Stock Index Fund ETF Shares NASDAQ Exchange-Traded Fund

Returns

Thu 2019-09-26? to Mon 2026-05-11 Overall
Return
Exponential
Trendline
AVUV
×
+102.80%
+11.27%/yr
+10.75%/yr
(R2=0.648)
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund
SCHG
×
+157.64%
+15.36%/yr
+11.94%/yr
(R2=0.692)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SWLGX
×
+150.51%
+14.87%/yr
+11.43%/yr
(R2=0.694)
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SCHD
×
+69.75%
+8.32%/yr
+5.95%/yr
(R2=0.591)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VXUS
×
+54.86%
+6.83%/yr
+3.29%/yr
(R2=0.211)
Vanguard Total International Stock Index Fund ETF Shares NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2019-09-26? to Mon 2026-05-11 Start
Value
End
Value
AVUV
×
$10,000.00
2019-09-26
$20,280.29
2026-05-11
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund
SCHG
×
$10,000.00
2019-09-26
$25,764.36
2026-05-11
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SWLGX
×
$10,000.00
2019-09-26
$25,051.20
2026-05-11
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SCHD
×
$10,000.00
2019-09-26
$16,974.86
2026-05-11
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VXUS
×
$10,000.00
2019-09-26
$15,486.15
2026-05-11
Vanguard Total International Stock Index Fund ETF Shares NASDAQ Exchange-Traded Fund

Annual Returns

Year AVUV SCHG SWLGX SCHD VXUS
2026 (YTD) +13.69% +1.82% +1.63% +13.46% +10.13%
2025 +4.64% +14.44% +15.46% +1.62% +28.92%
2024 +6.22% +31.18% +29.56% +8.53% +2.14%
2023 +18.84% +45.24% +38.05% +1.16% +12.14%
2022 −10.69% −35.94% −33.47% −9.13% −21.18%
2021 +32.85% +19.69% +19.17% +21.34% +1.82%
2020 +5.00% +37.27% +36.57% +13.48% +9.18%
2019 +8.40% +32.98% +33.25% +24.45% +19.03%
2018 −3.20% −3.43% −7.33% −16.03%
2017 +25.40% −0.46% +18.35% +24.82%
2016 +4.65% +14.09% +2.65%
2015 +2.49% −1.02% −4.88%
2014 +14.93% +10.85% −5.45%
2013 +32.06% +30.91% +12.89%
2012 +14.89% +9.50% +16.59%
2011 −3.60% +5.72% −16.55%
2010 +15.12%
2009 +2.82%

Drawdowns

Thu 2019-09-26? to Mon 2026-05-11 Current
Drawdown
Worst
Drawdown
AVUV
×
−1.22% −49.66%
2020-03-23
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund
SCHG
×
−1.19% −38.93%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SWLGX
×
−1.86% −37.00%
2022-10-14
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SCHD
×
−1.43% −33.51%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VXUS
×
−0.54% −35.86%
2022-10-14
Vanguard Total International Stock Index Fund ETF Shares NASDAQ Exchange-Traded Fund

Rolling Returns

Period ending Mon 2026-05-11 1
Year
2
Years
3
Years
5
Years
10
Years
AVUV
×
+34.31%/yr
+34.50% total
+11.85%/yr
+25.13% total
+17.39%/yr
+61.80% total
+6.40%/yr
+36.35% total
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund
SCHG
×
+26.96%/yr
+27.10% total
+18.07%/yr
+39.43% total
+23.49%/yr
+88.35% total
+10.85%/yr
+67.34% total
+14.99%/yr
+304.24% total
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SWLGX
×
+27.40%/yr
+27.55% total
+18.19%/yr
+39.72% total
+22.60%/yr
+84.30% total
+10.42%/yr
+64.14% total
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SCHD
×
+23.27%/yr
+23.40% total
+10.40%/yr
+21.90% total
+11.53%/yr
+38.75% total
+3.57%/yr
+19.16% total
+9.03%/yr
+137.37% total
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VXUS
×
+30.42%/yr
+30.58% total
+18.42%/yr
+40.26% total
+15.28%/yr
+53.22% total
+4.43%/yr
+24.20% total
+6.33%/yr
+84.72% total
Vanguard Total International Stock Index Fund ETF Shares NASDAQ Exchange-Traded Fund