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 Thu 2026-06-11 YTD
Return
1 Year
Return
VFINX
×
+8.53%
2026-06-11
+24.11%
2026-06-11
Vanguard 500 Index Fund Investor Shares Mutual Fund
SDY
×
+9.47%
2026-06-11
+14.41%
2026-06-11
SPDR S&P Dividend ETF NYSE Exchange-Traded Fund

Returns

Tue 2005-11-15💬 to Thu 2026-06-11 Overall
Return
Exponential
Trendline
VFINX
×
+772.09%
+11.10%/yr
+11.69%/yr
(R2=0.938)
Vanguard 500 Index Fund Investor Shares Mutual Fund
SDY
×
+482.82%
+8.95%/yr
+10.17%/yr
(R2=0.950)
SPDR S&P Dividend ETF NYSE Exchange-Traded Fund

Growth of $10,000

Tue 2005-11-15💬 to Thu 2026-06-11 Start
Value
End
Value
VFINX
×
$10,000.00
2005-11-15
$87,208.78
2026-06-11
Vanguard 500 Index Fund Investor Shares Mutual Fund
SDY
×
$10,000.00
2005-11-15
$58,282.36
2026-06-11
SPDR S&P Dividend ETF NYSE Exchange-Traded Fund

Annual Returns

Year VFINX SDY
2026 (YTD) +8.53% +9.47%
2025 +17.72% +8.18%
2024 +24.84% +8.45%
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 −2.74%
1989 +28.37%
1988 +14.92%
1987 +3.97%
1986 +9.30%
1985 +22.60%
1984 +3.68%
1983 +17.07%
1982 +19.25%
1981 −8.55%
1980 +27.89%
1979 −2.07%

Drawdowns

Tue 2005-11-15💬 to Thu 2026-06-11 Current
Drawdown
Worst
Drawdown
VFINX
×
−2.79%
from 2026-06-02 peak
−55.25%
2009-03-09
from 2007-10-09 peak
Vanguard 500 Index Fund Investor Shares Mutual Fund
SDY
×
−2.31%
from 2026-02-27 peak
−54.75%
2009-03-09
from 2007-06-01 peak
SPDR S&P Dividend ETF NYSE Exchange-Traded Fund

Rolling Returns

Period ending Thu 2026-06-11 1
Year
2
Years
3
Years
5
Years
10
Years
VFINX
×
+24.11% +40.72%
+18.63%/yr
+78.38%
+21.28%/yr
+85.76%
+13.19%/yr
+313.46%
+15.25%/yr
Vanguard 500 Index Fund Investor Shares Mutual Fund
SDY
×
+14.41% +24.35%
+11.51%/yr
+33.37%
+10.07%/yr
+36.29%
+6.39%/yr
+146.28%
+9.43%/yr
SPDR S&P Dividend ETF NYSE Exchange-Traded Fund