All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2019-06-13? to Wed 2025-07-16 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| VEIRX × |
+7.55%
2025-07-16 |
7.349 TR
2025-07-16 |
||||
| Vanguard Equity Income Fund Admiral Shares Mutual Fund | ||||||
| FSMDX × |
+5.64%
2025-07-16 |
4.909 TR
2025-07-16 |
||||
| Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund | ||||||
| PFRSX × |
+3.32%
2025-07-16 |
1.805 TR
2025-07-16 |
||||
| Real Estate Securities Fund R-6 Mutual Fund | ||||||
| RPTTX × |
+10.24%
2025-07-16 |
2.841 TR
2025-07-16 |
||||
| T. Rowe Price Diversified Mid-Cap Growth Fund Inc. T. Rowe Price Diversified Mid-Cap Growth Fund- I Class Mutual Fund | ||||||
| FGKFX × |
+7.66%
2025-07-16 |
3.474 TR
2025-07-16 |
||||
| Fidelity Growth Company K6 Fund Mutual Fund | ||||||
| Thu 2019-06-13? to Wed 2025-07-16 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VEIRX × |
+90.19%
+11.13%/yr |
+11.27%/yr
(R2=0.877) |
||||
| Vanguard Equity Income Fund Admiral Shares Mutual Fund | ||||||
| FSMDX × |
+85.36%
+10.66%/yr |
+9.58%/yr
(R2=0.696) |
||||
| Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund | ||||||
| PFRSX × |
+33.26%
+4.83%/yr |
+4.44%/yr
(R2=0.365) |
||||
| Real Estate Securities Fund R-6 Mutual Fund | ||||||
| RPTTX × |
+106.19%
+12.61%/yr |
+8.90%/yr
(R2=0.590) |
||||
| T. Rowe Price Diversified Mid-Cap Growth Fund Inc. T. Rowe Price Diversified Mid-Cap Growth Fund- I Class Mutual Fund | ||||||
| FGKFX × |
+247.41%
+22.68%/yr |
+17.39%/yr
(R2=0.722) |
||||
| Fidelity Growth Company K6 Fund Mutual Fund | ||||||
| Thu 2019-06-13? to Wed 2025-07-16 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VEIRX × |
$10,000.00
2019-06-13 |
$19,018.54
2025-07-16 |
||||
| Vanguard Equity Income Fund Admiral Shares Mutual Fund | ||||||
| FSMDX × |
$10,000.00
2019-06-13 |
$18,535.78
2025-07-16 |
||||
| Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund | ||||||
| PFRSX × |
$10,000.00
2019-06-13 |
$13,325.59
2025-07-16 |
||||
| Real Estate Securities Fund R-6 Mutual Fund | ||||||
| RPTTX × |
$10,000.00
2019-06-13 |
$20,618.89
2025-07-16 |
||||
| T. Rowe Price Diversified Mid-Cap Growth Fund Inc. T. Rowe Price Diversified Mid-Cap Growth Fund- I Class Mutual Fund | ||||||
| FGKFX × |
$10,000.00
2019-06-13 |
$34,740.72
2025-07-16 |
||||
| Fidelity Growth Company K6 Fund Mutual Fund | ||||||
| Year | VEIRX | FSMDX | PFRSX | RPTTX | FGKFX |
|---|---|---|---|---|---|
| 2025 (YTD) | +7.55% | +5.64% | +3.32% | +10.24% | +7.66% |
| 2024 | +14.91% | +15.39% | +5.49% | +23.99% | +38.36% |
| 2023 | +7.76% | +17.20% | +13.39% | +21.00% | +46.02% |
| 2022 | −0.08% | −17.27% | −25.17% | −24.50% | −32.62% |
| 2021 | +25.49% | +22.56% | +39.72% | +13.69% | +22.06% |
| 2020 | +3.08% | +17.13% | −3.22% | +32.02% | +68.76% |
| 2019 | +25.34% | +30.53% | +31.21% | +38.08% | +15.07% |
| 2018 | −5.68% | −9.07% | −4.25% | −3.02% | — |
| 2017 | +18.50% | +18.49% | +9.06% | +13.20% | — |
| 2016 | +14.83% | +13.85% | +5.35% | — | — |
| 2015 | +0.90% | −2.49% | — | — | — |
| 2014 | +11.47% | +13.17% | — | — | — |
| 2013 | +30.18% | +34.81% | — | — | — |
| 2012 | +13.59% | +17.24% | — | — | — |
| 2011 | +10.71% | +3.60% | — | — | — |
| 2010 | +14.99% | — | — | — | — |
| 2009 | +17.32% | — | — | — | — |
| 2008 | −30.81% | — | — | — | — |
| 2007 | +4.90% | — | — | — | — |
| 2006 | +20.78% | — | — | — | — |
| 2005 | +4.52% | — | — | — | — |
| 2004 | +15.16% | — | — | — | — |
| 2003 | +23.61% | — | — | — | — |
| 2002 | −15.60% | — | — | — | — |
| 2001 | −2.95% | — | — | — | — |
| Thu 2019-06-13? to Wed 2025-07-16 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VEIRX × | −1.31% |
−35.26%
2020-03-23 |
||||
| Vanguard Equity Income Fund Admiral Shares Mutual Fund | ||||||
| FSMDX × | −1.84% |
−40.35%
2020-03-23 |
||||
| Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund | ||||||
| PFRSX × | −7.52% |
−41.24%
2020-03-23 |
||||
| Real Estate Securities Fund R-6 Mutual Fund | ||||||
| RPTTX × | −0.94% |
−35.91%
2020-03-23 |
||||
| T. Rowe Price Diversified Mid-Cap Growth Fund Inc. T. Rowe Price Diversified Mid-Cap Growth Fund- I Class Mutual Fund | ||||||
| FGKFX × | 0.00% |
−40.14%
2022-10-14 |
||||
| Fidelity Growth Company K6 Fund Mutual Fund | ||||||