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

Total Real Returns

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

Thu 2011-10-20? to Tue 2025-04-29 YTD
Return
TRR
Price
VT
×
−1.86%
2025-04-29
2.297 TRR
2025-04-29
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
−5.82%
2025-04-29
3.35 TRR
2025-04-29
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Tue 2025-04-29 Overall
Return
Exponential
Trendline
VT
×
+160.17%
+7.33%/yr
+6.57%/yr
(R2=0.890)
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
+234.97%
+9.35%/yr
+9.61%/yr
(R2=0.949)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Tue 2025-04-29 Start
Value
End
Value
VT
×
$10,000.00
2011-10-20
$26,016.95
2025-04-29
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$33,497.22
2025-04-29
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year VT SCHD
2025 (YTD) −1.86% −5.82%
2024 +13.23% +8.53%
2023 +18.07% +1.16%
2022 −22.99% −9.11%
2021 +10.49% +21.31%
2020 +15.01% +13.49%
2019 +23.99% +24.44%
2018 −11.46% −7.32%
2017 +21.92% +18.35%
2016 +6.30% +14.09%
2015 −2.58% −1.00%
2014 +2.90% +10.85%
2013 +21.11% +30.88%
2012 +15.15% +9.50%
2011 −10.19% +5.72%
2010 +11.42%
2009 +29.15%
2008 −30.41%

Drawdowns

Thu 2011-10-20? to Tue 2025-04-29 Current
Drawdown
Worst
Drawdown
VT
×
−6.12% −34.36%
2020-03-23
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
−12.09% −33.50%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund