All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Tue 1998-01-20? to Fri 2025-07-11 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
COST × |
+3.95%
2025-07-11 |
302 TRR
2025-07-11 |
||||
Costco Wholesale Corp NASDAQ Common Stock | ||||||
VFINX × |
+4.88%
2025-07-11 |
29.12 TRR
2025-07-11 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
DIA × |
+2.89%
2025-07-11 |
5.047 TRR
2025-07-11 |
||||
SPDR Dow Jones Industrial Average ETF Trust Exchange-Traded Fund | ||||||
Tue 1998-01-20? to Fri 2025-07-11 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
COST × |
+3,089.78%
+13.43%/yr |
+12.34%/yr
(R2=0.902) |
||||
Costco Wholesale Corp NASDAQ Common Stock | ||||||
VFINX × |
+415.70%
+6.15%/yr |
+5.73%/yr
(R2=0.752) |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
DIA × |
+404.75%
+6.07%/yr |
+5.95%/yr
(R2=0.848) |
||||
SPDR Dow Jones Industrial Average ETF Trust Exchange-Traded Fund | ||||||
Tue 1998-01-20? to Fri 2025-07-11 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
COST × |
$10,000.00
1998-01-20 |
$318,977.65
2025-07-11 |
||||
Costco Wholesale Corp NASDAQ Common Stock | ||||||
VFINX × |
$10,000.00
1998-01-20 |
$51,569.55
2025-07-11 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
DIA × |
$10,000.00
1998-01-20 |
$50,474.51
2025-07-11 |
||||
SPDR Dow Jones Industrial Average ETF Trust Exchange-Traded Fund | ||||||
Tue 1998-01-20? to Fri 2025-07-11 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
COST × | −10.89% |
−55.88%
2002-12-24 |
||||
Costco Wholesale Corp NASDAQ Common Stock | ||||||
VFINX × | −0.35% |
−58.52%
2009-03-09 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
DIA × | −2.67% |
−52.72%
2009-03-09 |
||||
SPDR Dow Jones Industrial Average ETF Trust Exchange-Traded Fund | ||||||