VFINX,WMT,CAT: Total Return Chart (with Dividends Reinvested)

Mon 1980-03-17? to Thu 2025-06-05	YTD Return	TR Price
VFINX ×	+1.50% 2025-06-05	116.12 TR 2025-06-05
Vanguard 500 Index Fund Investor Shares Mutual Fund
WMT ×	+8.98% 2025-06-05	8444.83 TR 2025-06-05
Walmart Inc NYSE Common Stock
CAT ×	−2.97% 2025-06-05	99.58 TR 2025-06-05
Caterpillar Inc NYSE Common Stock

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Returns

Mon 1980-03-17? to Thu 2025-06-05	Overall Return	Exponential Trendline
VFINX ×	+12,280.25% +11.25%/yr	+10.05%/yr (R2=0.961)
Vanguard 500 Index Fund Investor Shares Mutual Fund
WMT ×	+457,657.01% +20.49%/yr	+14.54%/yr (R2=0.880)
Walmart Inc NYSE Common Stock
CAT ×	+9,858.05% +10.71%/yr	+11.37%/yr (R2=0.954)
Caterpillar Inc NYSE Common Stock

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Growth of $10,000

Mon 1980-03-17? to Thu 2025-06-05	Start Value	End Value
VFINX ×	$10,000.00 1980-03-17	$1,238,025.47 2025-06-05
Vanguard 500 Index Fund Investor Shares Mutual Fund
WMT ×	$10,000.00 1980-03-17	$45,775,700.93 2025-06-05
Walmart Inc NYSE Common Stock
CAT ×	$10,000.00 1980-03-17	$995,805.15 2025-06-05
Caterpillar Inc NYSE Common Stock

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Annual Returns

Year	VFINX	WMT	CAT
2025 (YTD)	+1.50%	+8.98%	−2.97%
2024	+24.84%	+73.99%	+24.66%
2023	+26.12%	+12.88%	+25.95%
2022	−18.24%	−0.46%	+18.60%
2021	+28.53%	+1.97%	+15.95%
2020	+18.74%	+23.32%	+26.97%
2019	+31.33%	+30.16%	+19.51%
2018	−4.55%	−3.43%	−17.56%
2017	+21.66%	+46.56%	+75.03%
2016	+11.83%	+16.03%	+42.11%
2015	+1.23%	−26.64%	−22.97%
2014	+13.52%	+11.87%	+3.48%
2013	+32.17%	+18.16%	+3.42%
2012	+15.82%	+16.99%	+1.59%
2011	+1.96%	+13.84%	−1.45%
2010	+14.91%	+3.22%	+68.53%
2009	+26.52%	−2.58%	+33.22%
2008	−37.02%	+20.00%	−36.80%
2007	+5.39%	+4.89%	+20.48%
2006	+15.64%	+0.13%	+7.86%
2005	+4.77%	−10.30%	+19.59%
2004	+10.74%	+0.51%	+17.45%
2003	+28.50%	+5.73%	+81.58%
2002	−22.17%	−11.76%	−12.50%
2001	−12.03%	+8.95%	+10.44%
2000	−9.05%	−22.78%	+0.53%
1999	+21.08%	+70.45%	+2.31%
1998	+28.62%	+107.56%	−5.15%
1997	+33.18%	+74.72%	+28.90%
1996	+22.87%	+3.09%	+28.08%
1995	+37.45%	+5.55%	+6.58%
1994	+1.18%	−14.42%	+24.05%
1993	+10.15%	−21.52%	+66.15%
1992	+8.24%	+9.10%	+22.41%
1991	+32.05%	+95.38%	−6.35%
1990	−3.33%	+35.50%	−18.55%
1989	+28.38%	+43.82%	−8.92%
1988	+14.91%	+21.32%	+2.62%
1987	+3.97%	+12.29%	+54.52%
1986	+9.30%	+46.41%	−4.46%
1985	+22.60%	+69.24%	+35.49%
1984	+3.67%	−2.39%	−34.39%
1983	+17.07%	+57.00%	+17.76%
1982	+19.25%	+136.18%	−27.70%
1981	−8.55%	+42.79%	−4.31%
1980	+27.89%	+84.08%	+23.41%
1979	−2.07%	+47.59%	—
1978	—	+13.70%	—
1977	—	+31.53%	—
1976	—	+19.35%	—
1975	—	+173.53%	—
1974	—	−27.66%	—
1973	—	−61.16%	—
1972	—	+4.31%	—

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Drawdowns

Mon 1980-03-17? to Thu 2025-06-05	Current Drawdown	Worst Drawdown
VFINX ×	−2.98%	−55.25% 2009-03-09
Vanguard 500 Index Fund Investor Shares Mutual Fund
WMT ×	−6.27%	−50.55% 1987-12-03
Walmart Inc NYSE Common Stock
CAT ×	−15.57%	−73.43% 2009-03-02
Caterpillar Inc NYSE Common Stock