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

Total Real Returns

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

Fri 2016-08-26? to Thu 2026-04-02 YTD
Return
TRR
Price
VT
×
−2.03%
2026-04-02
2.735 TRR
2026-04-02
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
SWYNX
×
−1.41%
2026-04-02
1.984 TRR
2026-04-02
Schwab Target 2060 Index Fund Institutional Shares Mutual Fund

Returns

Fri 2016-08-26? to Thu 2026-04-02 Overall
Return
Exponential
Trendline
VT
×
+107.70%
+7.91%/yr
+6.42%/yr
(R2=0.767)
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
SWYNX
×
+98.41%
+7.40%/yr
+5.99%/yr
(R2=0.762)
Schwab Target 2060 Index Fund Institutional Shares Mutual Fund

Growth of $10,000

Fri 2016-08-26? to Thu 2026-04-02 Start
Value
End
Value
VT
×
$10,000.00
2016-08-26
$20,770.49
2026-04-02
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
SWYNX
×
$10,000.00
2016-08-26
$19,840.57
2026-04-02
Schwab Target 2060 Index Fund Institutional Shares Mutual Fund

Annual Returns

Year VT SWYNX
2026 (YTD) −2.03% −1.41%
2025 +19.26% +17.05%
2024 +13.23% +11.87%
2023 +18.08% +17.15%
2022 −22.99% −22.90%
2021 +10.49% +11.04%
2020 +15.03% +13.44%
2019 +23.98% +23.28%
2018 −11.45% −9.77%
2017 +21.92% +18.70%
2016 +6.29% +2.30%
2015 −2.57%
2014 +2.91%
2013 +21.11%
2012 +15.12%
2011 −10.17%
2010 +11.42%
2009 +29.16%
2008 −30.42%

Drawdowns

Fri 2016-08-26? to Thu 2026-04-02 Current
Drawdown
Worst
Drawdown
VT
×
−6.46% −34.35%
2020-03-23
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
SWYNX
×
−5.92% −33.33%
2020-03-23
Schwab Target 2060 Index Fund Institutional Shares Mutual Fund