All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2011-10-20? to Fri 2026-05-22 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| VFINX × |
+6.43%
2026-05-22 |
+24.47%
2026-05-22 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| SCHD × |
+17.18%
2026-05-22 |
+26.43%
2026-05-22 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Fri 2026-05-22 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VFINX × |
+436.65%
+12.21%/yr |
+10.53%/yr
(R2=0.964) |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| SCHD × |
+323.50%
+10.40%/yr |
+9.22%/yr
(R2=0.949) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Fri 2026-05-22 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VFINX × |
$10,000.00
2011-10-20 |
$53,664.85
2026-05-22 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| SCHD × |
$10,000.00
2011-10-20 |
$42,350.03
2026-05-22 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Year | VFINX | SCHD |
|---|---|---|
| 2026 (YTD) | +6.43% | +17.18% |
| 2025 | +14.65% | +1.62% |
| 2024 | +21.34% | +8.53% |
| 2023 | +22.03% | +1.16% |
| 2022 | −23.21% | −9.13% |
| 2021 | +20.08% | +21.34% |
| 2020 | +17.14% | +13.48% |
| 2019 | +28.40% | +24.45% |
| 2018 | −6.33% | −7.33% |
| 2017 | +19.14% | +18.35% |
| 2016 | +9.56% | +14.09% |
| 2015 | +0.50% | −1.02% |
| 2014 | +12.67% | +10.85% |
| 2013 | +30.21% | +30.91% |
| 2012 | +13.85% | +9.50% |
| 2011 | −0.98% | +5.72% |
| 2010 | +13.22% | — |
| 2009 | +23.17% | — |
| 2008 | −37.08% | — |
| 2007 | +1.25% | — |
| 2006 | +12.80% | — |
| 2005 | +1.30% | — |
| 2004 | +7.25% | — |
| 2003 | +26.13% | — |
| 2002 | −23.98% | — |
| 2001 | −13.38% | — |
| 2000 | −12.04% | — |
| 1999 | +17.92% | — |
| 1998 | +26.58% | — |
| 1997 | +30.95% | — |
| 1996 | +18.92% | — |
| 1995 | +34.04% | — |
| 1994 | −1.46% | — |
| 1993 | +7.21% | — |
| 1992 | +5.19% | — |
| 1991 | +28.13% | — |
| 1990 | −8.35% | — |
| 1989 | +22.68% | — |
| 1988 | +10.06% | — |
| 1987 | −0.44% | — |
| 1986 | +8.11% | — |
| 1985 | +18.12% | — |
| 1984 | −0.27% | — |
| 1983 | +12.80% | — |
| 1982 | +14.85% | — |
| 1981 | −16.04% | — |
| 1980 | +13.66% | — |
| 1979 | −2.23% | — |
| Thu 2011-10-20? to Fri 2026-05-22 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VFINX × |
−0.40%
from 2026-05-14 peak |
−33.79%
2020-03-23 from 2020-02-19 peak |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| SCHD × | — |
−33.51%
2020-03-23 from 2020-01-23 peak |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Period ending Fri 2026-05-22 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| VFINX × | +24.47% |
+35.50% +16.41%/yr |
+68.36% +18.96%/yr |
+54.38% +9.07%/yr |
+206.87% +11.86%/yr |
|
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| SCHD × | +26.43% |
+26.15% +12.32%/yr |
+42.04% +12.41%/yr |
+23.20% +4.26%/yr |
+148.29% +9.52%/yr |
|
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||