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

Total Real Returns

VFINX,XPAY,XDTE: Total Return Chart (with Dividends Reinvested)

Thu 2024-10-31? to Fri 2025-07-18 YTD
Return
TR
Price
VFINX
×
+7.75%
2025-07-18
123.27 TR
2025-07-18
Vanguard 500 Index Fund Investor Shares Mutual Fund
XPAY
×
+7.22%
2025-07-18
1.106 TR
2025-07-18
Roundhill ETF Trust Exchange-Traded Fund
XDTE
×
+2.91%
2025-07-18
1.198 TR
2025-07-18
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-10-31? to Fri 2025-07-18 Overall
Return
Exponential
Trendline
VFINX
×
+11.33%
+16.27%/yr
+0.47%/yr
(R2=0.000)
Vanguard 500 Index Fund Investor Shares Mutual Fund
XPAY
×
+10.62%
+15.23%/yr
−0.18%/yr
(R2=0.000)
Roundhill ETF Trust Exchange-Traded Fund
XDTE
×
+5.59%
+7.94%/yr
−8.47%/yr
(R2=0.135)
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-10-31? to Fri 2025-07-18 Start
Value
End
Value
VFINX
×
$10,000.00
2024-10-31
$11,132.96
2025-07-18
Vanguard 500 Index Fund Investor Shares Mutual Fund
XPAY
×
$10,000.00
2024-10-31
$11,062.08
2025-07-18
Roundhill ETF Trust Exchange-Traded Fund
XDTE
×
$10,000.00
2024-10-31
$10,558.93
2025-07-18
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund

Annual Returns

Year VFINX XPAY XDTE
2025 (YTD) +7.75% +7.22% +2.91%
2024 +24.84% +3.17% +16.38%
2023 +26.12%
2022 −18.24%
2021 +28.53%
2020 +18.74%
2019 +31.33%
2018 −4.55%
2017 +21.66%
2016 +11.83%
2015 +1.23%
2014 +13.52%
2013 +32.17%
2012 +15.82%
2011 +1.96%
2010 +14.91%
2009 +26.52%
2008 −37.02%
2007 +5.39%
2006 +15.64%
2005 +4.77%
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 +28.37%
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

Thu 2024-10-31? to Fri 2025-07-18 Current
Drawdown
Worst
Drawdown
VFINX
×
−0.00% −18.76%
2025-04-08
Vanguard 500 Index Fund Investor Shares Mutual Fund
XPAY
×
−0.14% −18.20%
2025-04-08
Roundhill ETF Trust Exchange-Traded Fund
XDTE
×
−1.35% −19.09%
2025-04-21
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund