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

Total Real Returns

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

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
VXUS
×
+10.98%
2024-09-27
1.379 TRR
2024-09-27
Vanguard Total International Stock 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
DGRO
×
+14.71%
2024-09-27
2.432 TRR
2024-09-27
iShares Core Dividend Growth ETF Exchange-Traded Fund

Returns

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
VXUS
×
+36.38%
+4.07%/yr
+0.88%/yr
(R2=0.039)
Vanguard Total International Stock 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
DGRO
×
+97.41%
+9.13%/yr
+7.50%/yr
(R2=0.811)
iShares Core Dividend Growth ETF Exchange-Traded Fund

Growth of $10,000

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
VXUS
×
$10,000.00
2016-12-14
$13,637.89
2024-09-27
Vanguard Total International Stock 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
DGRO
×
$10,000.00
2016-12-14
$19,740.59
2024-09-27
iShares Core Dividend Growth ETF Exchange-Traded Fund

Annual Returns

Year VT BND VXUS SCHD DIVO DGRO
2024 (YTD) +14.51% +1.98% +10.98% +8.64% +13.00% +14.71%
2023 +18.08% +2.23% +12.14% −1.30% +3.50% +6.90%
2022 −22.99% −18.40% −21.19% −11.20% −7.45% −13.51%
2021 +10.49% −8.45% +1.83% +18.92% +14.81% +18.32%
2020 +15.01% +6.10% +9.18% +10.63% +10.89% +8.04%
2019 +23.99% +6.40% +19.03% +21.85% +22.09% +26.94%
2018 −11.45% −1.98% −16.04% −9.08% −4.98% −4.20%
2017 +21.92% +1.42% +24.83% +16.10% +18.91% +20.46%
2016 +6.30% +0.44% +2.64% +11.83% −0.60% +12.86%
2015 −2.58% −0.16% −4.88% −2.99% −1.42%
2014 +2.90% +5.03% −5.44% +8.88% +10.05%
2013 +21.12% −3.56% +12.90% +28.58%
2012 +15.12% +2.12% +16.59% +7.43%
2011 −10.16% +4.82% −16.55% +5.39%
2010 +11.41% +4.64%
2009 +29.15% +0.89%
2008 −30.40% +6.76%
2007 +3.96%

Drawdowns

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
VXUS
×
−7.88% −38.60%
2020-03-23
Vanguard Total International Stock 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
DGRO
×
0.00% −35.11%
2020-03-23
iShares Core Dividend Growth ETF Exchange-Traded Fund