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 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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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