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

Total Real Returns

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

Wed 2016-12-14? 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
DIVO
×
−1.77%
2025-04-29
1.856 TRR
2025-04-29
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund

Returns

Wed 2016-12-14? to Tue 2025-04-29 Overall
Return
Exponential
Trendline
VT
×
+71.31%
+6.64%/yr
+5.42%/yr
(R2=0.640)
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
+76.12%
+6.99%/yr
+8.13%/yr
(R2=0.818)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DIVO
×
+85.57%
+7.66%/yr
+7.49%/yr
(R2=0.888)
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund

Growth of $10,000

Wed 2016-12-14? to Tue 2025-04-29 Start
Value
End
Value
VT
×
$10,000.00
2016-12-14
$17,130.69
2025-04-29
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
$10,000.00
2016-12-14
$17,612.24
2025-04-29
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DIVO
×
$10,000.00
2016-12-14
$18,557.47
2025-04-29
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund

Annual Returns

Year VT SCHD DIVO
2025 (YTD) −1.86% −5.82% −1.77%
2024 +13.23% +8.53% +12.97%
2023 +18.07% +1.16% +3.48%
2022 −22.99% −9.11% −7.46%
2021 +10.49% +21.31% +14.81%
2020 +15.01% +13.49% +10.89%
2019 +23.99% +24.44% +22.12%
2018 −11.46% −7.32% −5.00%
2017 +21.92% +18.35% +18.91%
2016 +6.30% +14.09% −0.56%
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

Wed 2016-12-14? 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
DIVO
×
−6.84% −30.26%
2020-03-23
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund