All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2011-10-20? to Mon 2025-05-12 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| VFINX × |
−1.81%
2025-05-12 |
27.25 TRR
2025-05-12 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| SCHD × |
−3.93%
2025-05-12 |
3.417 TRR
2025-05-12 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Mon 2025-05-12 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VFINX × |
+331.85%
+11.39%/yr |
+10.40%/yr
(R2=0.955) |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| SCHD × |
+241.69%
+9.48%/yr |
+9.59%/yr
(R2=0.949) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Mon 2025-05-12 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VFINX × |
$10,000.00
2011-10-20 |
$43,185.35
2025-05-12 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| SCHD × |
$10,000.00
2011-10-20 |
$34,169.36
2025-05-12 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Year | VFINX | SCHD |
|---|---|---|
| 2025 (YTD) | −1.81% | −3.93% |
| 2024 | +21.34% | +8.52% |
| 2023 | +22.03% | +1.16% |
| 2022 | −23.21% | −9.14% |
| 2021 | +20.08% | +21.34% |
| 2020 | +17.14% | +13.48% |
| 2019 | +28.40% | +24.49% |
| 2018 | −6.33% | −7.37% |
| 2017 | +19.15% | +18.40% |
| 2016 | +9.56% | +14.07% |
| 2015 | +0.50% | −1.00% |
| 2014 | +12.67% | +10.84% |
| 2013 | +30.21% | +30.88% |
| 2012 | +13.85% | +9.50% |
| 2011 | −0.99% | +5.73% |
| 2010 | +13.22% | — |
| 2009 | +23.17% | — |
| 2008 | −37.08% | — |
| 2007 | +1.25% | — |
| 2006 | +12.80% | — |
| 2005 | +1.30% | — |
| 2004 | +7.25% | — |
| 2003 | +26.12% | — |
| 2002 | −23.97% | — |
| 2001 | −13.38% | — |
| 2000 | −12.04% | — |
| 1999 | +17.92% | — |
| 1998 | +26.59% | — |
| 1997 | +30.94% | — |
| 1996 | +18.92% | — |
| 1995 | +34.05% | — |
| 1994 | −1.46% | — |
| 1993 | +7.21% | — |
| 1992 | +5.18% | — |
| 1991 | +28.12% | — |
| 1990 | −8.90% | — |
| 1989 | +22.69% | — |
| 1988 | +10.05% | — |
| 1987 | −0.43% | — |
| 1986 | +8.12% | — |
| 1985 | +18.09% | — |
| 1984 | −0.25% | — |
| 1983 | +12.76% | — |
| 1982 | +14.88% | — |
| 1981 | −16.04% | — |
| 1980 | +13.63% | — |
| 1979 | −2.22% | — |
| Thu 2011-10-20? to Mon 2025-05-12 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VFINX × | −5.24% |
−33.79%
2020-03-23 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| SCHD × | −10.32% |
−33.51%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||