All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2011-10-20💬 to Fri 2026-11-13 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+367.56%
+10.78%/yr |
+9.23%/yr
R2=0.953 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| BND × |
−11.94%
−0.84%/yr |
−1.04%/yr
R2=0.267 |
||||
| Vanguard Total Bond Market Index Fund ETF Shares NASDAQ Exchange-Traded Fund | ||||||
| VXUS × |
+105.45%
+4.90%/yr |
+3.30%/yr
R2=0.653 |
||||
| Vanguard Total International Stock Index Fund ETF Shares NASDAQ Exchange-Traded Fund | ||||||
| VTI × |
+418.55%
+11.54%/yr |
+10.22%/yr
R2=0.958 |
||||
| Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Thu 2011-10-20💬 to Fri 2026-11-13 |
Start
Value |
End
Value |
|---|---|---|
| SCHD × |
$10,000.00
2011-10-20 |
$46,755.83
2026-11-13 |
| BND × |
$10,000.00
2011-10-20 |
$8,806.42
2026-11-13 |
| VXUS × |
$10,000.00
2011-10-20 |
$20,545.20
2026-11-13 |
| VTI × |
$10,000.00
2011-10-20 |
$51,855.14
2026-11-13 |
| YTD | YoY | |
|---|---|---|
| SCHD × | +29.37% | +31.81% |
| BND × | −5.50% | −5.07% |
| VXUS × | +5.82% | +8.49% |
| VTI × | +7.05% | +9.19% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SCHD × |
−0.34%
on 2026-11-13 from 2026-11-04 peak |
−33.51%
on 2020-03-23 from 2020-01-23 peak |
| BND × |
−26.62%
on 2026-11-13 from 2020-08-06 peak |
−30.91%
on 2023-10-19 from 2020-08-06 peak |
| VXUS × |
−7.10%
on 2026-11-13 from 2026-09-04 peak |
−38.60%
on 2020-03-23 from 2018-01-26 peak |
| VTI × |
−4.21%
on 2026-11-13 from 2026-08-13 peak |
−34.96%
on 2020-03-23 from 2020-02-19 peak |
| Period ending Fri 2026-11-13 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SCHD × | +31.81% |
+24.96% +11.78%/yr |
+58.76% +16.66%/yr |
+34.22% +6.06%/yr |
+156.67% +9.88%/yr |
| BND × | −5.07% |
−1.61% −0.81%/yr |
+3.34% +1.10%/yr |
−19.61% −4.27%/yr |
−17.15% −1.86%/yr |
| VXUS × | +8.49% |
+34.82% +16.11%/yr |
+52.84% +15.19%/yr |
+19.62% +3.65%/yr |
+74.98% +5.75%/yr |
| VTI × | +9.19% |
+19.82% +9.46%/yr |
+61.39% +17.30%/yr |
+34.95% +6.18%/yr |
+179.22% +10.81%/yr |
| Year | SCHD | BND | VXUS | VTI |
|---|---|---|---|---|
| 2026 (YTD) | +29.37% | −5.50% | +5.82% | +7.05% |
| 2025 | +1.62% | +4.29% | +28.92% | +14.05% |
| 2024 | +8.53% | −1.46% | +2.14% | +20.34% |
| 2023 | +1.16% | +2.23% | +12.14% | +21.96% |
| 2022 | −9.13% | −18.39% | −21.18% | −24.41% |
| 2021 | +21.34% | −8.45% | +1.82% | +17.42% |
| 2020 | +13.48% | +6.09% | +9.18% | +19.45% |
| 2019 | +24.45% | +6.40% | +19.03% | +27.75% |
| 2018 | −7.33% | −1.98% | −16.03% | −7.01% |
| 2017 | +18.34% | +1.42% | +24.82% | +18.70% |
| 2016 | +14.09% | +0.44% | +2.65% | +10.53% |
| 2015 | −1.02% | −0.17% | −4.88% | −0.37% |
| 2014 | +10.85% | +5.02% | −5.45% | +11.71% |
| 2013 | +30.91% | −3.56% | +12.89% | +31.47% |
| 2012 | +9.49% | +2.12% | +16.59% | +14.47% |
| 2011 | +5.72% | +4.82% | −16.55% | −1.94% |
| 2010 | — | +4.63% | — | +15.70% |
| 2009 | — | +0.89% | — | +25.49% |
| 2008 | — | +6.77% | — | −37.04% |
| 2007 | — | +3.95% | — | +1.23% |
| 2006 | — | — | — | +12.86% |
| 2005 | — | — | — | +2.78% |
| 2004 | — | — | — | +9.23% |
| 2003 | — | — | — | +28.33% |
| 2002 | — | — | — | −22.33% |
| 2001 | — | — | — | −6.77% |
