All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Fri 2016-08-26? to Mon 2025-09-08 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VT × |
+12.95%
2025-09-08 |
2.644 TRR
2025-09-08 |
||||
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund | ||||||
SWYNX × |
+11.50%
2025-09-08 |
1.872 TRR
2025-09-08 |
||||
Schwab Target 2060 Index Fund Institutional Shares Mutual Fund | ||||||
Fri 2016-08-26? to Mon 2025-09-08 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VT × |
+100.79%
+8.02%/yr |
+5.89%/yr
(R2=0.722) |
||||
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund | ||||||
SWYNX × |
+87.21%
+7.19%/yr |
+5.22%/yr
(R2=0.692) |
||||
Schwab Target 2060 Index Fund Institutional Shares Mutual Fund | ||||||
Fri 2016-08-26? to Mon 2025-09-08 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VT × |
$10,000.00
2016-08-26 |
$20,078.76
2025-09-08 |
||||
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund | ||||||
SWYNX × |
$10,000.00
2016-08-26 |
$18,721.03
2025-09-08 |
||||
Schwab Target 2060 Index Fund Institutional Shares Mutual Fund | ||||||
Year | VT | SWYNX |
---|---|---|
2025 (YTD) | +12.95% | +11.50% |
2024 | +13.23% | +11.90% |
2023 | +18.07% | +17.16% |
2022 | −22.99% | −22.93% |
2021 | +10.49% | +11.01% |
2020 | +15.02% | +13.25% |
2019 | +23.99% | +23.30% |
2018 | −11.46% | −11.67% |
2017 | +21.92% | +18.72% |
2016 | +6.30% | +2.23% |
2015 | −2.58% | — |
2014 | +2.90% | — |
2013 | +21.11% | — |
2012 | +15.14% | — |
2011 | −10.18% | — |
2010 | +11.41% | — |
2009 | +29.16% | — |
2008 | −30.41% | — |
Fri 2016-08-26? to Mon 2025-09-08 |
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% |
−33.40%
2020-03-23 |
||||
Schwab Target 2060 Index Fund Institutional Shares Mutual Fund | ||||||