VFINX,COST,MSFT,CAT,CVX: Total Return Chart (with Dividends Reinvested)

Thu 1986-03-13? to Thu 2026-04-02	YTD Return	TR Price
VFINX ×	−3.57% 2026-04-02	130.65 TR 2026-04-02
Vanguard 500 Index Fund Investor Shares Mutual Fund
COST ×	+17.86% 2026-04-02	0.00157 TR 2026-04-02
Costco Wholesale Corp NASDAQ Common Stock
MSFT ×	−22.60% 2026-04-02	6308.45 TR 2026-04-02
Microsoft Corporation NASDAQ Common Stock
CAT ×	+25.49% 2026-04-02	204.23 TR 2026-04-02
Caterpillar Inc NYSE Common Stock
CVX ×	+31.83% 2026-04-02	521.41 TR 2026-04-02
Chevron Corp NYSE Common Stock

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Returns

Thu 1986-03-13? to Thu 2026-04-02	Overall Return	Exponential Trendline
VFINX ×	+5,686.63% +10.66%/yr	+9.54%/yr (R2=0.947)
Vanguard 500 Index Fund Investor Shares Mutual Fund
COST ×	−99.84% −14.89%/yr	+12.40%/yr (R2=0.583)
Costco Wholesale Corp NASDAQ Common Stock
MSFT ×	+630,744.59% +24.41%/yr	+19.12%/yr (R2=0.886)
Microsoft Corporation NASDAQ Common Stock
CAT ×	+18,716.77% +13.97%/yr	+12.49%/yr (R2=0.962)
Caterpillar Inc NYSE Common Stock
CVX ×	+10,158.83% +12.26%/yr	+10.97%/yr (R2=0.968)
Chevron Corp NYSE Common Stock

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Growth of $10,000

Thu 1986-03-13? to Thu 2026-04-02	Start Value	End Value
VFINX ×	$10,000.00 1986-03-13	$578,663.19 2026-04-02
Vanguard 500 Index Fund Investor Shares Mutual Fund
COST ×	$10,000.00 1986-03-13	$15.70 2026-04-02
Costco Wholesale Corp NASDAQ Common Stock
MSFT ×	$10,000.00 1986-03-13	$63,084,459.46 2026-04-02
Microsoft Corporation NASDAQ Common Stock
CAT ×	$10,000.00 1986-03-13	$1,881,676.99 2026-04-02
Caterpillar Inc NYSE Common Stock
CVX ×	$10,000.00 1986-03-13	$1,025,882.96 2026-04-02
Chevron Corp NYSE Common Stock

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Annual Returns

Year	VFINX	COST	MSFT	CAT	CVX
2026 (YTD)	−3.57%	+17.86%	−22.60%	+25.49%	+31.83%
2025	+17.72%	−5.39%	+15.58%	+60.33%	+10.10%
2024	+24.84%	+39.62%	+12.93%	+24.66%	+1.29%
2023	+26.12%	+49.00%	+58.19%	+25.95%	−13.63%
2022	−18.24%	−19.05%	−28.02%	+18.60%	+58.46%
2021	+28.53%	+51.82%	+52.48%	+15.95%	+46.24%
2020	+18.74%	+32.67%	+42.53%	+26.97%	−25.95%
2019	+31.33%	+45.70%	+57.74%	+19.51%	+15.27%
2018	−4.55%	+10.60%	+20.80%	−17.56%	−9.75%
2017	+21.66%	+22.37%	+40.73%	+75.03%	+10.59%
2016	+11.83%	+0.28%	+15.08%	+42.11%	+36.66%
2015	+1.23%	+18.94%	+22.69%	−22.97%	−16.17%
2014	+13.52%	+20.46%	+27.56%	+3.48%	−6.99%
2013	+32.17%	+21.83%	+44.30%	+3.42%	+19.31%
2012	+15.82%	+28.40%	+5.78%	+1.59%	+5.06%
2011	+1.96%	+16.74%	−4.52%	−1.45%	+20.28%
2010	+14.91%	+23.68%	−6.52%	+68.53%	+22.95%
2009	+26.52%	+14.32%	+60.47%	+33.22%	+8.06%
2008	−37.02%	−23.99%	−44.39%	−36.80%	−18.33%
2007	+5.39%	+33.22%	+20.84%	+20.48%	+30.55%
2006	+15.64%	+7.91%	+15.84%	+7.86%	+33.70%
2005	+4.77%	+3.19%	−0.94%	+19.59%	+11.54%
2004	+10.74%	+31.14%	+9.13%	+17.45%	+25.54%
2003	+28.50%	+32.50%	+6.82%	+81.58%	+35.37%
2002	−22.17%	−36.77%	−21.96%	−12.50%	−23.09%
2001	−12.03%	+11.12%	+52.74%	+10.44%	+9.28%
2000	−9.05%	−12.47%	−62.85%	+0.53%	+0.54%
1999	+21.08%	+26.41%	+68.36%	+2.31%	+7.35%
1998	+28.62%	+61.76%	+114.60%	−5.15%	+11.02%
1997	+33.18%	+77.61%	+56.43%	+28.90%	+22.15%
1996	+22.87%	+64.75%	+88.32%	+28.09%	+28.51%
1995	+37.45%	+18.45%	+43.56%	+6.58%	+22.16%
1994	+1.18%	−33.12%	+51.63%	+23.88%	+6.80%
1993	+10.15%	+6.21%	−5.56%	+65.97%	+30.63%
1992	+8.24%	−27.86%	+15.11%	+22.23%	+5.69%
1991	+32.05%	+28.03%	+121.75%	−6.64%	−0.66%
1990	−2.74%	−15.14%	+72.98%	−18.79%	+11.81%
1989	+28.37%	+27.29%	+63.37%	−9.03%	+55.78%
1988	+14.92%	+14.50%	−1.83%	+2.62%	+22.00%
1987	+3.97%	+0.00%	+124.90%	+54.52%	−8.65%
1986	+9.30%	−100.00%	+72.30%	−4.47%	+26.63%
1985	+22.60%	+0.00%	—	+35.48%	+30.33%
1984	+3.68%	—	—	−34.39%	+1.80%
1983	+17.07%	—	—	+17.77%	+8.20%
1982	+19.25%	—	—	−27.69%	−25.36%
1981	−8.55%	—	—	−4.31%	−13.82%
1980	+27.89%	—	—	+23.40%	+76.50%
1979	−2.07%	—	—	—	+20.26%
1978	—	—	—	—	+20.58%
1977	—	—	—	—	−5.19%
1976	—	—	—	—	+48.19%
1975	—	—	—	—	+41.70%
1974	—	—	—	—	−31.60%
1973	—	—	—	—	−9.01%
1972	—	—	—	—	+45.36%
1971	—	—	—	—	+10.64%
1970	—	—	—	—	+13.60%
1969	—	—	—	—	−29.11%
1968	—	—	—	—	+14.93%
1967	—	—	—	—	+4.37%
1966	—	—	—	—	−24.73%
1965	—	—	—	—	+8.85%
1964	—	—	—	—	+23.32%
1963	—	—	—	—	−5.55%
1962	—	—	—	—	+19.44%

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Drawdowns

Thu 1986-03-13? to Thu 2026-04-02	Current Drawdown	Worst Drawdown
VFINX ×	−5.47%	−55.25% 2009-03-09
Vanguard 500 Index Fund Investor Shares Mutual Fund
COST ×	−99.84%	−100.00% 1986-07-09
Costco Wholesale Corp NASDAQ Common Stock
MSFT ×	−30.82%	−69.39% 2009-03-09
Microsoft Corporation NASDAQ Common Stock
CAT ×	−7.46%	−73.43% 2009-03-02
Caterpillar Inc NYSE Common Stock
CVX ×	−5.77%	−55.77% 2020-03-23
Chevron Corp NYSE Common Stock