All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

VBMFX,CAT: Total Return Chart (with Dividends Reinvested)

Mon 1987-08-03? to Thu 2025-05-08 YTD
Return
TR
Price
VBMFX
×
+2.00%
2025-05-08
6.666 TR
2025-05-08
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
CAT
×
−9.84%
2025-05-08
91.48 TR
2025-05-08
Caterpillar Inc NYSE Common Stock

Returns

VBMFX,CAT - Total Return Chart
Date
--
VBMFX
--
VBMFX (Trendline)
--
CAT
--
CAT (Trendline)
--
Mon 1987-08-03? to Thu 2025-05-08 Overall
Return
Exponential
Trendline
VBMFX
×
+566.62%
+5.15%/yr
+5.22%/yr
(R2=0.943)
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
CAT
×
+6,540.25%
+11.75%/yr
+12.36%/yr
(R2=0.961)
Caterpillar Inc NYSE Common Stock

Growth of $10,000

Mon 1987-08-03? to Thu 2025-05-08 Start
Value
End
Value
VBMFX
×
$10,000.00
1987-08-03
$66,662.01
2025-05-08
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
CAT
×
$10,000.00
1987-08-03
$664,024.90
2025-05-08
Caterpillar Inc NYSE Common Stock

Annual Returns

Year VBMFX CAT
2025 (YTD) +2.00% −9.84%
2024 +1.15% +24.66%
2023 +5.61% +25.95%
2022 −13.25% +18.60%
2021 −1.76% +15.95%
2020 +7.62% +26.97%
2019 +8.62% +19.51%
2018 −0.12% −17.56%
2017 +3.46% +75.03%
2016 +2.50% +42.11%
2015 +0.31% −22.97%
2014 +5.76% +3.48%
2013 −2.26% +3.42%
2012 +3.81% +1.59%
2011 +7.57% −1.45%
2010 +6.44% +68.53%
2009 +5.96% +33.22%
2008 +5.07% −36.80%
2007 +6.95% +20.48%
2006 +4.29% +7.86%
2005 +2.41% +19.59%
2004 +4.11% +17.45%
2003 +3.99% +81.58%
2002 +8.36% −12.50%
2001 +8.39% +10.44%
2000 +11.44% +0.53%
1999 −0.22% +2.31%
1998 +8.09% −5.15%
1997 +9.48% +28.90%
1996 +3.62% +28.09%
1995 +18.25% +6.58%
1994 −2.11% +23.88%
1993 +9.19% +65.97%
1992 +6.56% +22.22%
1991 +15.33% −6.65%
1990 +8.72% −18.79%
1989 +13.71% −9.04%
1988 +7.43% +2.62%
1987 +3.43% +54.52%
1986 −4.46%
1985 +35.49%
1984 −34.39%
1983 +17.76%
1982 −27.70%
1981 −4.31%
1980 +23.40%

Drawdowns

VBMFX,CAT - Total Return Drawdowns Chart
Date
--
VBMFX
--
CAT
--
Mon 1987-08-03? to Thu 2025-05-08 Current
Drawdown
Worst
Drawdown
VBMFX
×
−7.58% −18.86%
2022-10-24
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
CAT
×
−21.55% −73.43%
2009-03-02
Caterpillar Inc NYSE Common Stock