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 Fri 2025-08-29 YTD
Return
TRR
Price
VT
×
+11.91%
2025-08-29
2.62 TRR
2025-08-29
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
+1.53%
2025-08-29
3.611 TRR
2025-08-29
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Fri 2025-08-29 Overall
Return
Exponential
Trendline
VT
×
+196.67%
+8.16%/yr
+6.62%/yr
(R2=0.897)
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
+261.05%
+9.71%/yr
+9.44%/yr
(R2=0.947)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Fri 2025-08-29 Start
Value
End
Value
VT
×
$10,000.00
2011-10-20
$29,667.33
2025-08-29
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$36,105.00
2025-08-29
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year VT SCHD
2025 (YTD) +11.91% +1.53%
2024 +13.22% +8.52%
2023 +18.09% +1.16%
2022 −22.99% −9.14%
2021 +10.49% +21.35%
2020 +15.02% +13.49%
2019 +23.98% +24.43%
2018 −11.45% −7.32%
2017 +21.92% +18.34%
2016 +6.29% +14.07%
2015 −2.56% −1.00%
2014 +2.90% +10.84%
2013 +21.10% +30.92%
2012 +15.13% +9.49%
2011 −10.17% +5.73%
2010 +11.42%
2009 +29.16%
2008 −30.42%

Drawdowns

Thu 2011-10-20? to Fri 2025-08-29 Current
Drawdown
Worst
Drawdown
VT
×
−0.56% −34.36%
2020-03-23
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
−5.23% −33.48%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund