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

Total Real Returns

VFINX,SDY: Total Return Chart (with Dividends Reinvested)

Tue 2005-11-15? to Wed 2025-06-18 YTD
Return
TR
Price
VFINX
×
+2.27%
2025-06-18
117 TR
2025-06-18
Vanguard 500 Index Fund Investor Shares Mutual Fund
SDY
×
+2.05%
2025-06-18
5.05 TR
2025-06-18
SPDR S&P Dividend ETF Exchange-Traded Fund

Returns

Tue 2005-11-15? to Wed 2025-06-18 Overall
Return
Exponential
Trendline
VFINX
×
+598.12%
+10.43%/yr
+11.38%/yr
(R2=0.930)
Vanguard 500 Index Fund Investor Shares Mutual Fund
SDY
×
+405.03%
+8.62%/yr
+10.24%/yr
(R2=0.943)
SPDR S&P Dividend ETF Exchange-Traded Fund

Growth of $10,000

Tue 2005-11-15? to Wed 2025-06-18 Start
Value
End
Value
VFINX
×
$10,000.00
2005-11-15
$69,812.38
2025-06-18
Vanguard 500 Index Fund Investor Shares Mutual Fund
SDY
×
$10,000.00
2005-11-15
$50,503.03
2025-06-18
SPDR S&P Dividend ETF Exchange-Traded Fund

Annual Returns

Year VFINX SDY
2025 (YTD) +2.27% +2.05%
2024 +24.84% +9.06%
2023 +26.12% +2.61%
2022 −18.24% −0.54%
2021 +28.53% +25.32%
2020 +18.74% +1.71%
2019 +31.33% +23.29%
2018 −4.55% −2.74%
2017 +21.66% +15.82%
2016 +11.83% +20.29%
2015 +1.23% −0.80%
2014 +13.52% +13.81%
2013 +32.17% +30.09%
2012 +15.82% +11.60%
2011 +1.96% +7.15%
2010 +14.91% +16.40%
2009 +26.52% +19.18%
2008 −37.02% −22.82%
2007 +5.39% −6.70%
2006 +15.64% +17.73%
2005 +4.77% +1.11%
2004 +10.74%
2003 +28.50%
2002 −22.17%
2001 −12.03%
2000 −9.05%
1999 +21.08%
1998 +28.62%
1997 +33.18%
1996 +22.87%
1995 +37.45%
1994 +1.18%
1993 +10.15%
1992 +8.24%
1991 +32.05%
1990 −3.33%
1989 +28.38%
1988 +14.91%
1987 +3.97%
1986 +9.30%
1985 +22.60%
1984 +3.67%
1983 +17.07%
1982 +19.25%
1981 −8.55%
1980 +27.89%
1979 −2.07%

Drawdowns

Tue 2005-11-15? to Wed 2025-06-18 Current
Drawdown
Worst
Drawdown
VFINX
×
−2.24% −55.25%
2009-03-09
Vanguard 500 Index Fund Investor Shares Mutual Fund
SDY
×
−5.65% −54.75%
2009-03-09
SPDR S&P Dividend ETF Exchange-Traded Fund