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

Total Real Returns

SCHB vs. VTSAX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Growth of $10,000

Tue 2009-11-03💬 to Fri 2026-10-16 Overall
Return 		Exponential
Trendline
SCHB × 		+510.54%
+11.26%/yr 		+10.49%/yr
R2=0.969
Schwab U.S. Broad Market ETF Exchange-Traded Fund
VTSAX × 		+510.32%
+11.26%/yr 		+10.49%/yr
R2=0.968
Vanguard Total Stock Market Index Fund Admiral Shares Mutual Fund

Growth of $10,000 Summary

Tue 2009-11-03💬 to Fri 2026-10-16 Start
Value 		End
Value
SCHB × 		$10,000.00
2009-11-03 		$61,053.56
2026-10-16
VTSAX × 		$10,000.00
2009-11-03 		$61,032.13
2026-10-16

This Year’s Performance

through 2026-10-16

  YTD YoY
SCHB × 		+8.06% +11.65%
VTSAX × 		+8.04% +11.69%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SCHB × 		−3.33%
on 2026-10-16
from 2026-08-13 peak 		−35.23%
on 2020-03-23
from 2020-02-19 peak
VTSAX × 		−3.31%
on 2026-10-16
from 2026-08-13 peak 		−34.93%
on 2020-03-23
from 2020-02-19 peak

Rolling Returns

Period ending Fri 2026-10-16 1 yr 2 yr 3 yr 5 yr 10 yr
SCHB × 		+11.65% +24.34%
+11.51%/yr 		+64.11%
+17.95%/yr 		+42.14%
+7.29%/yr 		+187.02%
+11.12%/yr
VTSAX × 		+11.69% +24.39%
+11.53%/yr 		+64.03%
+17.93%/yr 		+41.76%
+7.23%/yr 		+186.76%
+11.11%/yr

Annual Returns

Year SCHB VTSAX
2026 (YTD) +8.06% +8.04%
2025 +13.89% +14.07%
2024 +20.46% +20.28%
2023 +22.07% +21.91%
2022 −24.35% −24.41%
2021 +17.56% +17.45%
2020 +19.14% +19.36%
2019 +27.87% +27.87%
2018 −7.07% −6.96%
2017 +18.69% +18.66%
2016 +10.38% +10.38%
2015 −0.33% −0.36%
2014 +11.84% +11.71%
2013 +31.22% +31.54%
2012 +14.36% +14.40%
2011 −1.55% −1.83%
2010 +15.37% +15.52%
2009 +7.65% +25.40%
2008 — −37.05%
2007 — +1.41%
2006 — +12.79%
2005 — +2.57%
2004 — +9.80%
2003 — +28.99%
2002 — −22.80%
2001 — −12.26%
2000 — −2.53%