All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Wed 1985-11-27? to Thu 2025-05-15 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
VFINX × |
+0.60%
2025-05-15 |
115.08 TR
2025-05-15 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
COST × |
+10.55%
2025-05-15 |
930.28 TR
2025-05-15 |
||||
Costco Wholesale Corp NASDAQ Common Stock | ||||||
KO × |
+15.87%
2025-05-15 |
1304.37 TR
2025-05-15 |
||||
The Coca-Cola Company NYSE Common Stock | ||||||
Wed 1985-11-27? to Thu 2025-05-15 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VFINX × |
+5,427.84%
+10.70%/yr |
+9.45%/yr
(R2=0.946) |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
COST × |
+92,927.99%
+18.91%/yr |
+15.92%/yr
(R2=0.953) |
||||
Costco Wholesale Corp NASDAQ Common Stock | ||||||
KO × |
+10,438.63%
+12.53%/yr |
+9.82%/yr
(R2=0.867) |
||||
The Coca-Cola Company NYSE Common Stock | ||||||
Wed 1985-11-27? to Thu 2025-05-15 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VFINX × |
$10,000.00
1985-11-27 |
$552,784.43
2025-05-15 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
COST × |
$10,000.00
1985-11-27 |
$9,302,798.75
2025-05-15 |
||||
Costco Wholesale Corp NASDAQ Common Stock | ||||||
KO × |
$10,000.00
1985-11-27 |
$1,053,863.13
2025-05-15 |
||||
The Coca-Cola Company NYSE Common Stock | ||||||
Wed 1985-11-27? to Thu 2025-05-15 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VFINX × | −3.84% |
−55.25%
2009-03-09 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
COST × | −6.04% |
−70.95%
1995-01-11 |
||||
Costco Wholesale Corp NASDAQ Common Stock | ||||||
KO × | −3.10% |
−54.96%
2003-03-10 |
||||
The Coca-Cola Company NYSE Common Stock | ||||||