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

Total Real Returns

SCHD,VOO,BND: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2011-10-20? to Thu 2026-04-02 YTD
Return
TRR
Price
SCHD
×
+11.13%
2026-04-02
4.017 TRR
2026-04-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VOO
×
−4.58%
2026-04-02
5.281 TRR
2026-04-02
Vanguard S&P 500 ETF Exchange-Traded Fund
BND
×
−0.77%
2026-04-02
1.114 TRR
2026-04-02
Vanguard Total Bond Market Index Fund ETF Shares NASDAQ Exchange-Traded Fund

Returns

Thu 2011-10-20? to Thu 2026-04-02 Overall
Return
Exponential
Trendline
SCHD
×
+301.68%
+10.10%/yr
+9.24%/yr
(R2=0.948)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VOO
×
+387.15%
+11.58%/yr
+10.59%/yr
(R2=0.963)
Vanguard S&P 500 ETF Exchange-Traded Fund
BND
×
−7.52%
−0.54%/yr
−0.96%/yr
(R2=0.218)
Vanguard Total Bond Market Index Fund ETF Shares NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Thu 2026-04-02 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$40,168.24
2026-04-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VOO
×
$10,000.00
2011-10-20
$48,714.66
2026-04-02
Vanguard S&P 500 ETF Exchange-Traded Fund
BND
×
$10,000.00
2011-10-20
$9,248.37
2026-04-02
Vanguard Total Bond Market Index Fund ETF Shares NASDAQ Exchange-Traded Fund

Annual Returns

Year SCHD VOO BND
2026 (YTD) +11.13% −4.58% −0.77%
2025 +1.63% +14.75% +4.30%
2024 +8.54% +21.47% −1.46%
2023 +1.18% +22.23% +2.22%
2022 −9.14% −23.14% −18.39%
2021 +21.34% +20.33% −8.46%
2020 +13.45% +16.73% +6.10%
2019 +24.45% +28.43% +6.41%
2018 −7.32% −6.28% −1.98%
2017 +18.36% +19.25% +1.41%
2016 +14.07% +9.89% +0.45%
2015 −1.02% +0.59% −0.18%
2014 +10.84% +12.70% +5.03%
2013 +30.92% +30.43% −3.55%
2012 +9.50% +14.02% +2.11%
2011 +5.72% −1.04% +4.82%
2010 +14.35% +4.64%
2009 +0.89%
2008 +6.77%
2007 +3.97%

Drawdowns

Thu 2011-10-20? to Thu 2026-04-02 Current
Drawdown
Worst
Drawdown
SCHD
×
−3.47% −33.48%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VOO
×
−6.27% −33.95%
2020-03-23
Vanguard S&P 500 ETF Exchange-Traded Fund
BND
×
−22.94% −30.92%
2023-10-19
Vanguard Total Bond Market Index Fund ETF Shares NASDAQ Exchange-Traded Fund