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

Total Real Returns

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

Thu 2014-06-12? to Tue 2025-07-15 YTD
Return
TRR
Price
VT
×
+8.03%
2025-07-15
2.529 TRR
2025-07-15
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
−2.04%
2025-07-15
3.483 TRR
2025-07-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DGRO
×
+3.22%
2025-07-15
2.48 TRR
2025-07-15
iShares Core Dividend Growth ETF Exchange-Traded Fund

Returns

Thu 2014-06-12? to Tue 2025-07-15 Overall
Return
Exponential
Trendline
VT
×
+96.51%
+6.28%/yr
+6.07%/yr
(R2=0.820)
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
+125.23%
+7.60%/yr
+8.67%/yr
(R2=0.913)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DGRO
×
+148.05%
+8.54%/yr
+8.64%/yr
(R2=0.928)
iShares Core Dividend Growth ETF Exchange-Traded Fund

Growth of $10,000

Thu 2014-06-12? to Tue 2025-07-15 Start
Value
End
Value
VT
×
$10,000.00
2014-06-12
$19,650.65
2025-07-15
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
$10,000.00
2014-06-12
$22,523.05
2025-07-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DGRO
×
$10,000.00
2014-06-12
$24,804.64
2025-07-15
iShares Core Dividend Growth ETF Exchange-Traded Fund

Annual Returns

Year VT SCHD DGRO
2025 (YTD) +8.03% −2.04% +3.22%
2024 +13.23% +8.50% +13.36%
2023 +18.09% +1.16% +6.89%
2022 −23.00% −9.13% −13.51%
2021 +10.50% +21.36% +18.32%
2020 +15.01% +13.47% +8.02%
2019 +23.99% +24.42% +26.96%
2018 −11.46% −7.33% −4.20%
2017 +21.93% +18.39% +20.47%
2016 +6.29% +14.03% +12.87%
2015 −2.59% −1.00% −1.44%
2014 +2.91% +10.86% +10.06%
2013 +21.12% +30.91%
2012 +15.13% +9.50%
2011 −10.18% +5.72%
2010 +11.40%
2009 +29.18%
2008 −30.41%

Drawdowns

Thu 2014-06-12? to Tue 2025-07-15 Current
Drawdown
Worst
Drawdown
VT
×
−0.87% −34.35%
2020-03-23
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
−8.57% −33.51%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DGRO
×
−1.96% −35.11%
2020-03-23
iShares Core Dividend Growth ETF Exchange-Traded Fund