All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2019-09-26? to Thu 2025-07-03 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| AVUV × |
−2.73%
2025-07-03 |
1.658 TRR
2025-07-03 |
||||
| Avantis U.S. Small Cap Value ETF Exchange-Traded Fund | ||||||
| SWLGX × |
+4.87%
2025-07-03 |
2.571 TRR
2025-07-03 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SCHD × |
−0.07%
2025-07-03 |
3.554 TRR
2025-07-03 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SWISX × |
+18.11%
2025-07-03 |
2.054 TRR
2025-07-03 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| VXUS × |
+16.73%
2025-07-03 |
1.482 TRR
2025-07-03 |
||||
| Vanguard Total International Stock Index Fund ETF Shares NASDAQ Exchange-Traded Fund | ||||||
| Thu 2019-09-26? to Thu 2025-07-03 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| AVUV × |
+65.81%
+9.16%/yr |
+11.12%/yr
(R2=0.569) |
||||
| Avantis U.S. Small Cap Value ETF Exchange-Traded Fund | ||||||
| SWLGX × |
+121.22%
+14.76%/yr |
+9.42%/yr
(R2=0.530) |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SCHD × |
+47.12%
+6.92%/yr |
+6.00%/yr
(R2=0.503) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SWISX × |
+30.68%
+4.75%/yr |
+2.03%/yr
(R2=0.100) |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| VXUS × |
+27.32%
+4.28%/yr |
+0.78%/yr
(R2=0.015) |
||||
| Vanguard Total International Stock Index Fund ETF Shares NASDAQ Exchange-Traded Fund | ||||||
| Thu 2019-09-26? to Thu 2025-07-03 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| AVUV × |
$10,000.00
2019-09-26 |
$16,581.15
2025-07-03 |
||||
| Avantis U.S. Small Cap Value ETF Exchange-Traded Fund | ||||||
| SWLGX × |
$10,000.00
2019-09-26 |
$22,121.74
2025-07-03 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SCHD × |
$10,000.00
2019-09-26 |
$14,712.21
2025-07-03 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SWISX × |
$10,000.00
2019-09-26 |
$13,068.07
2025-07-03 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| VXUS × |
$10,000.00
2019-09-26 |
$12,731.77
2025-07-03 |
||||
| Vanguard Total International Stock Index Fund ETF Shares NASDAQ Exchange-Traded Fund | ||||||
| Year | AVUV | SWLGX | SCHD | SWISX | VXUS |
|---|---|---|---|---|---|
| 2025 (YTD) | −2.73% | +4.87% | −0.07% | +18.11% | +16.73% |
| 2024 | +6.22% | +29.57% | +8.52% | +0.65% | +2.13% |
| 2023 | +18.84% | +38.05% | +1.16% | +14.31% | +12.14% |
| 2022 | −10.69% | −33.47% | −9.11% | −19.50% | −21.18% |
| 2021 | +32.84% | +17.76% | +21.32% | +3.92% | +1.82% |
| 2020 | +5.01% | +36.55% | +13.50% | +6.67% | +9.19% |
| 2019 | +8.39% | +33.26% | +24.42% | +19.19% | +19.02% |
| 2018 | — | −3.43% | −7.35% | −15.01% | −16.04% |
| 2017 | — | −0.44% | +18.36% | +22.73% | +24.84% |
| 2016 | — | — | +14.15% | −0.99% | +2.63% |
| 2015 | — | — | −1.08% | −1.56% | −4.87% |
| 2014 | — | — | +10.89% | −6.45% | −5.46% |
| 2013 | — | — | +30.89% | +19.82% | +12.89% |
| 2012 | — | — | +9.49% | +16.88% | +16.61% |
| 2011 | — | — | +5.73% | −14.34% | −16.57% |
| 2010 | — | — | — | +5.09% | — |
| 2009 | — | — | — | +25.74% | — |
| 2008 | — | — | — | −41.87% | — |
| 2007 | — | — | — | +8.80% | — |
| 2006 | — | — | — | +21.95% | — |
| 2005 | — | — | — | +16.61% | — |
| 2004 | — | — | — | +14.67% | — |
| 2003 | — | — | — | +33.96% | — |
| 2002 | — | — | — | −17.61% | — |
| 2001 | — | — | — | −23.89% | — |
| 2000 | — | — | — | −20.22% | — |
| 1999 | — | — | — | +30.31% | — |
| 1998 | — | — | — | +14.13% | — |
| 1997 | — | — | — | −8.29% | — |
| Thu 2019-09-26? to Thu 2025-07-03 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| AVUV × | −11.41% |
−49.65%
2020-03-23 |
||||
| Avantis U.S. Small Cap Value ETF Exchange-Traded Fund | ||||||
| SWLGX × | 0.00% |
−37.75%
2022-10-14 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SCHD × | −6.72% |
−33.50%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SWISX × | −0.11% |
−34.97%
2022-09-27 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| VXUS × | −1.05% |
−35.85%
2022-10-14 |
||||
| Vanguard Total International Stock Index Fund ETF Shares NASDAQ Exchange-Traded Fund | ||||||