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 2026-06-23 YTD
Return
1 Year
Return
VT
×
+6.16%
2026-06-23
+20.60%
2026-06-23
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
+13.54%
2026-06-23
+19.49%
2026-06-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20💬 to Tue 2026-06-23 Overall
Return
Exponential
Trendline
VT
×
+235.56%
+8.60%/yr
+6.90%/yr
(R2=0.911)
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
+310.35%
+10.10%/yr
+9.22%/yr
(R2=0.950)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20💬 to Tue 2026-06-23 Start
Value
End
Value
VT
×
$10,000.00
2011-10-20
$33,556.49
2026-06-23
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$41,034.82
2026-06-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year VT SCHD
2026 (YTD) +6.16% +13.54%
2025 +19.25% +1.62%
2024 +13.23% +8.53%
2023 +18.08% +1.16%
2022 −22.99% −9.13%
2021 +10.49% +21.34%
2020 +15.02% +13.48%
2019 +23.98% +24.45%
2018 −11.45% −7.33%
2017 +21.92% +18.35%
2016 +6.30% +14.09%
2015 −2.58% −1.02%
2014 +2.90% +10.85%
2013 +21.12% +30.91%
2012 +15.13% +9.50%
2011 −10.18% +5.72%
2010 +11.42%
2009 +29.15%
2008 −30.41%

Drawdowns

Thu 2011-10-20💬 to Tue 2026-06-23 Current
Drawdown
Worst
Drawdown
VT
×
−3.03%
from 2026-06-02 peak
−34.36%
2020-03-23
from 2020-01-17 peak
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
−2.89%
from 2026-05-22 peak
−33.51%
2020-03-23
from 2020-01-23 peak
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Rolling Returns

Period ending Tue 2026-06-23 1
Year
2
Years
3
Years
5
Years
10
Years
VT
×
+20.60% +33.12%
+15.38%/yr
+56.51%
+16.10%/yr
+33.95%
+6.02%/yr
+129.65%
+8.67%/yr
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
+19.49% +24.01%
+11.36%/yr
+36.59%
+10.95%/yr
+23.34%
+4.28%/yr
+130.68%
+8.72%/yr
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund