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