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

Total Real Returns

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

Thu 2014-06-12? 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
DGRO
×
+14.71%
2024-09-27
2.432 TRR
2024-09-27
iShares Core Dividend Growth ETF Exchange-Traded Fund

Returns

Thu 2014-06-12? to Fri 2024-09-27 Overall
Return
Exponential
Trendline
VT
×
+83.96%
+6.10%/yr
+5.90%/yr
(R2=0.780)
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
BND
×
−9.04%
−0.92%/yr
−1.57%/yr
(R2=0.264)
Vanguard Total Bond Market Index Fund ETF Shares NASDAQ Exchange-Traded Fund
SCHD
×
+87.29%
+6.28%/yr
+6.70%/yr
(R2=0.847)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DGRO
×
+143.18%
+9.02%/yr
+8.76%/yr
(R2=0.916)
iShares Core Dividend Growth ETF Exchange-Traded Fund

Growth of $10,000

Thu 2014-06-12? to Fri 2024-09-27 Start
Value
End
Value
VT
×
$10,000.00
2014-06-12
$18,395.88
2024-09-27
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
BND
×
$10,000.00
2014-06-12
$9,096.18
2024-09-27
Vanguard Total Bond Market Index Fund ETF Shares NASDAQ Exchange-Traded Fund
SCHD
×
$10,000.00
2014-06-12
$18,728.61
2024-09-27
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DGRO
×
$10,000.00
2014-06-12
$24,318.00
2024-09-27
iShares Core Dividend Growth ETF Exchange-Traded Fund

Annual Returns

Year VT BND SCHD DGRO
2024 (YTD) +14.51% +1.98% +8.64% +14.71%
2023 +18.08% +2.23% −1.30% +6.90%
2022 −22.99% −18.40% −11.20% −13.51%
2021 +10.49% −8.45% +18.92% +18.32%
2020 +15.01% +6.10% +10.63% +8.04%
2019 +23.99% +6.40% +21.85% +26.94%
2018 −11.45% −1.98% −9.08% −4.20%
2017 +21.92% +1.42% +16.10% +20.46%
2016 +6.30% +0.44% +11.83% +12.86%
2015 −2.58% −0.16% −2.99% −1.42%
2014 +2.90% +5.03% +8.88% +10.05%
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 2014-06-12? 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
DGRO
×
0.00% −35.11%
2020-03-23
iShares Core Dividend Growth ETF Exchange-Traded Fund