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