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 2026-04-30 YTD
Return
TRR
Price
VT
×
+5.16%
2026-04-30
2.936 TRR
2026-04-30
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
SWYNX
×
+5.31%
2026-04-30
2.12 TRR
2026-04-30
Schwab Target 2060 Index Fund Institutional Shares Mutual Fund

Returns

Fri 2016-08-26? to Thu 2026-04-30 Overall
Return
Exponential
Trendline
VT
×
+122.94%
+8.64%/yr
+6.48%/yr
(R2=0.772)
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
SWYNX
×
+112.01%
+8.08%/yr
+6.05%/yr
(R2=0.767)
Schwab Target 2060 Index Fund Institutional Shares Mutual Fund

Growth of $10,000

Fri 2016-08-26? to Thu 2026-04-30 Start
Value
End
Value
VT
×
$10,000.00
2016-08-26
$22,294.31
2026-04-30
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
SWYNX
×
$10,000.00
2016-08-26
$21,200.70
2026-04-30
Schwab Target 2060 Index Fund Institutional Shares Mutual Fund

Annual Returns

Year VT SWYNX
2026 (YTD) +5.16% +5.31%
2025 +19.25% +17.07%
2024 +13.23% +11.92%
2023 +18.07% +17.10%
2022 −22.99% −22.87%
2021 +10.49% +11.04%
2020 +15.02% +13.36%
2019 +23.98% +23.26%
2018 −11.45% −9.68%
2017 +21.92% +18.68%
2016 +6.30% +2.28%
2015 −2.57%
2014 +2.89%
2013 +21.13%
2012 +15.11%
2011 −10.16%
2010 +11.41%
2009 +29.16%
2008 −30.41%

Drawdowns

Fri 2016-08-26? to Thu 2026-04-30 Current
Drawdown
Worst
Drawdown
VT
×
0.00% −34.36%
2020-03-23
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
SWYNX
×
0.00% −33.35%
2020-03-23
Schwab Target 2060 Index Fund Institutional Shares Mutual Fund