All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Wed 2016-12-14? 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 | ||||||
DIVO × |
+13.00%
2024-09-27 |
1.89 TRR
2024-09-27 |
||||
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
Wed 2016-12-14? to Fri 2024-09-27 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VT × |
+76.52%
+7.57%/yr |
+5.11%/yr
(R2=0.570) |
||||
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund | ||||||
BND × |
−11.73%
−1.59%/yr |
−3.01%/yr
(R2=0.417) |
||||
Vanguard Total Bond Market Index Fund ETF Shares NASDAQ Exchange-Traded Fund | ||||||
SCHD × |
+59.73%
+6.20%/yr |
+5.99%/yr
(R2=0.673) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
DIVO × |
+88.97%
+8.52%/yr |
+7.43%/yr
(R2=0.865) |
||||
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
Wed 2016-12-14? to Fri 2024-09-27 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VT × |
$10,000.00
2016-12-14 |
$17,652.01
2024-09-27 |
||||
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund | ||||||
BND × |
$10,000.00
2016-12-14 |
$8,827.39
2024-09-27 |
||||
Vanguard Total Bond Market Index Fund ETF Shares NASDAQ Exchange-Traded Fund | ||||||
SCHD × |
$10,000.00
2016-12-14 |
$15,973.46
2024-09-27 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
DIVO × |
$10,000.00
2016-12-14 |
$18,897.06
2024-09-27 |
||||
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
Year | VT | BND | SCHD | DIVO |
---|---|---|---|---|
2024 (YTD) | +14.51% | +1.98% | +8.64% | +13.00% |
2023 | +18.08% | +2.23% | −1.30% | +3.50% |
2022 | −22.99% | −18.40% | −11.20% | −7.45% |
2021 | +10.49% | −8.45% | +18.92% | +14.81% |
2020 | +15.01% | +6.10% | +10.63% | +10.89% |
2019 | +23.99% | +6.40% | +21.85% | +22.09% |
2018 | −11.45% | −1.98% | −9.08% | −4.98% |
2017 | +21.92% | +1.42% | +16.10% | +18.91% |
2016 | +6.30% | +0.44% | +11.83% | −0.60% |
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% | — | — |
Wed 2016-12-14? 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 | ||||||
DIVO × | −0.17% |
−30.25%
2020-03-23 |
||||
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||