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

Total Real Returns

VFINX,VBMFX,USDOLLAR,SCHD: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2011-10-20? to Thu 2026-04-02 YTD
Return
TRR
Price
VFINX
×
−4.60%
2026-04-02
30.54 TRR
2026-04-02
Vanguard 500 Index Fund Investor Shares Mutual Fund
VBMFX
×
−1.27%
2026-04-02
2.347 TRR
2026-04-02
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
USDOLLAR
×
−1.09%
2026-04-02
0.02991 TRR
2026-04-02
United States Dollar Currency
SCHD
×
+11.13%
2026-04-02
4.017 TRR
2026-04-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Thu 2026-04-02 Overall
Return
Exponential
Trendline
VFINX
×
+381.01%
+11.48%/yr
+10.51%/yr
(R2=0.963)
Vanguard 500 Index Fund Investor Shares Mutual Fund
VBMFX
×
−8.41%
−0.61%/yr
−1.02%/yr
(R2=0.242)
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
USDOLLAR
×
−30.84%
−2.52%/yr
−2.63%/yr
(R2=0.923)
United States Dollar Currency
SCHD
×
+301.68%
+10.10%/yr
+9.24%/yr
(R2=0.948)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Thu 2026-04-02 Start
Value
End
Value
VFINX
×
$10,000.00
2011-10-20
$48,101.01
2026-04-02
Vanguard 500 Index Fund Investor Shares Mutual Fund
VBMFX
×
$10,000.00
2011-10-20
$9,158.79
2026-04-02
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
USDOLLAR
×
$10,000.00
2011-10-20
$6,915.63
2026-04-02
United States Dollar Currency
SCHD
×
$10,000.00
2011-10-20
$40,168.24
2026-04-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year VFINX VBMFX USDOLLAR SCHD
2026 (YTD) −4.60% −1.27% −1.09% +11.13%
2025 +14.65% +4.26% −2.60% +1.63%
2024 +21.34% −1.69% −2.81% +8.54%
2023 +22.03% +2.20% −3.26% +1.18%
2022 −23.21% −18.52% −6.04% −9.14%
2021 +20.08% −8.22% −6.60% +21.34%
2020 +17.14% +6.19% −1.33% +13.45%
2019 +28.40% +6.21% −2.22% +24.45%
2018 −6.33% −1.94% −1.88% −7.32%
2017 +19.14% +1.34% −2.06% +18.36%
2016 +9.56% +0.36% −2.02% +14.07%
2015 +0.50% −0.45% −0.72% −1.02%
2014 +12.66% +4.97% −0.78% +10.84%
2013 +30.22% −3.62% −1.47% +30.92%
2012 +13.85% +2.22% −1.72% +9.50%
2011 −0.98% +4.54% −2.88% +5.72%
2010 +13.22% +4.74% −1.45%
2009 +23.17% +3.14% −2.63%
2008 −37.08% +5.00% −0.13%
2007 +1.25% +2.75% −3.88%
2006 +12.80% +1.75% −2.52%
2005 +1.30% −0.98% −3.25%
2004 +7.25% +0.99% −3.15%
2003 +26.12% +2.00% −1.88%
2002 −23.97% +5.92% −2.32%
2001 −13.37% +6.72% −1.54%
2000 −12.04% +7.79% −3.24%
1999 +17.92% −2.32% −2.65%
1998 +26.59% +6.91% −1.58%
1997 +30.95% +7.65% −1.69%
1996 +18.91% +0.29% −3.19%
1995 +34.05% +15.31% −2.47%
1994 −1.47% −5.13% −2.63%
1993 +7.22% +6.79% −2.69%
1992 +5.19% +4.24% −2.82%
1991 +28.12% +11.90% −2.94%
1990 −8.36% +2.44% −5.77%
1989 +22.68% +8.67% −4.45%
1988 +10.07% +2.91% −4.23%
1987 −0.46% −2.73% −4.25%
1986 +8.12% −0.65% −1.07%
1985 +18.14% −3.66%
1984 −0.29% −3.80%
1983 +12.80% −3.64%
1982 +14.87% −3.70%
1981 −16.06% −8.19%
1980 +13.68% −11.12%
1979 −2.26% −11.74%
1978 −8.27%
1977 −6.29%
1976 −4.64%
1975 −6.48%
1974 −10.99%
1973 −8.00%
1972 −3.30%
1971 −3.16%
1970 −5.27%
1969 −5.84%
1968 −4.50%
1967 −2.95%
1966 −3.33%
1965 −1.90%
1964 −0.94%
1963 −1.67%
1962 −1.28%
1961 −0.64%
1960 −1.35%
1959 −1.76%
1958 −1.65%
1957 −2.86%
1956 −2.86%
1955 −0.41%
1954 +0.74%
1953 −0.73%
1952 −0.73%
1951 −5.65%
1950 −5.62%
1949 +2.13%
1948 −2.93%
1947 −8.14%
1946 −15.33%
1945 −2.17%
1944 −2.28%
1943 −2.84%
1942 −8.28%
1941 −9.04%
1940 −0.73%
1939 +0.00%
1938 +2.86%
1937 −2.78%
1936 −1.43%
1935 −2.90%
1934 −1.49%
1933 −0.76%
1932 +11.45%
1931 +10.27%
1930 +6.82%
1929 −0.57%
1928 +1.16%
1927 +2.32%
1926 +1.15%
1925 −3.38%
1924 +0.00%
1923 −2.27%
1922 +2.32%
1921 +12.14%
1920 −2.54%
1919 −12.70%
1918 −16.98%
1917 −15.33%
1916 −11.19%
1915 −1.94%
1914 −1.01%
1913 −2.00%

Drawdowns

Thu 2011-10-20? to Thu 2026-04-02 Current
Drawdown
Worst
Drawdown
VFINX
×
−6.31% −33.79%
2020-03-23
Vanguard 500 Index Fund Investor Shares Mutual Fund
VBMFX
×
−23.40% −30.95%
2023-10-19
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
USDOLLAR
×
−31.13% −31.13%
2026-03-30
United States Dollar Currency
SCHD
×
−3.47% −33.48%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund