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

Total Real Returns

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

Thu 2011-10-20? to Fri 2024-09-27 YTD
Return
TRR
Price
VT
×
+14.51%
2024-09-27
2.368 TRR
2024-09-27
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
BND
×
+1.98%
2024-09-27
1.113 TRR
2024-09-27
Vanguard Total Bond Market Index Fund ETF Shares NASDAQ Exchange-Traded Fund
SCHD
×
+8.64%
2024-09-27
2.771 TRR
2024-09-27
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Fri 2024-09-27 Overall
Return
Exponential
Trendline
VT
×
+168.06%
+7.92%/yr
+6.54%/yr
(R2=0.876)
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
BND
×
−7.53%
−0.60%/yr
−0.69%/yr
(R2=0.100)
Vanguard Total Bond Market Index Fund ETF Shares NASDAQ Exchange-Traded Fund
SCHD
×
+177.08%
+8.19%/yr
+7.56%/yr
(R2=0.914)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Fri 2024-09-27 Start
Value
End
Value
VT
×
$10,000.00
2011-10-20
$26,806.36
2024-09-27
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
BND
×
$10,000.00
2011-10-20
$9,247.02
2024-09-27
Vanguard Total Bond Market Index Fund ETF Shares NASDAQ Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$27,707.99
2024-09-27
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year VT BND SCHD
2024 (YTD) +14.51% +1.98% +8.64%
2023 +18.08% +2.23% −1.30%
2022 −22.99% −18.40% −11.20%
2021 +10.49% −8.45% +18.92%
2020 +15.01% +6.10% +10.63%
2019 +23.99% +6.40% +21.85%
2018 −11.45% −1.98% −9.08%
2017 +21.92% +1.42% +16.10%
2016 +6.30% +0.44% +11.83%
2015 −2.58% −0.16% −2.99%
2014 +2.90% +5.03% +8.88%
2013 +21.12% −3.56% +28.58%
2012 +15.12% +2.12% +7.43%
2011 −10.16% +4.82% +5.39%
2010 +11.41% +4.64%
2009 +29.15% +0.89%
2008 −30.40% +6.76%
2007 +3.96%

Drawdowns

Thu 2011-10-20? to Fri 2024-09-27 Current
Drawdown
Worst
Drawdown
VT
×
−0.30% −34.35%
2020-03-23
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
BND
×
−22.95% −30.91%
2023-10-19
Vanguard Total Bond Market Index Fund ETF Shares NASDAQ Exchange-Traded Fund
SCHD
×
−5.80% −33.51%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund