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

Total Real Returns

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

Thu 2023-10-26? to Tue 2026-03-31 YTD
Return
TRR
Price
VT
×
−2.76%
2026-03-31
2.715 TRR
2026-03-31
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
+11.60%
2026-03-31
4.033 TRR
2026-03-31
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
GPIX
×
−4.21%
2026-03-31
1.461 TRR
2026-03-31
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund

Returns

Thu 2023-10-26? to Tue 2026-03-31 Overall
Return
Exponential
Trendline
VT
×
+52.84%
+19.09%/yr
+16.15%/yr
(R2=0.896)
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
+39.26%
+14.61%/yr
+7.23%/yr
(R2=0.534)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
GPIX
×
+46.06%
+16.88%/yr
+14.57%/yr
(R2=0.875)
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2023-10-26? to Tue 2026-03-31 Start
Value
End
Value
VT
×
$10,000.00
2023-10-26
$15,283.98
2026-03-31
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
$10,000.00
2023-10-26
$13,926.46
2026-03-31
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
GPIX
×
$10,000.00
2023-10-26
$14,605.95
2026-03-31
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year VT SCHD GPIX
2026 (YTD) −2.76% +11.60% −4.21%
2025 +19.25% +1.63% +13.22%
2024 +13.23% +8.50% +18.37%
2023 +18.08% +1.18% +13.78%
2022 −22.99% −9.14%
2021 +10.49% +21.34%
2020 +15.02% +13.51%
2019 +23.98% +24.38%
2018 −11.45% −7.32%
2017 +21.92% +18.36%
2016 +6.29% +14.07%
2015 −2.57% −1.02%
2014 +2.89% +10.84%
2013 +21.13% +30.93%
2012 +15.12% +9.50%
2011 −10.17% +5.72%
2010 +11.42%
2009 +29.13%
2008 −30.40%

Drawdowns

Thu 2023-10-26? to Tue 2026-03-31 Current
Drawdown
Worst
Drawdown
VT
×
−7.15% −16.90%
2025-04-08
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
−3.10% −17.32%
2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
GPIX
×
−5.71% −17.86%
2025-04-08
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund