All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Tue 1992-04-28π¬ to Fri 2026-10-30 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| USDOLLAR × |
β58.72%
β2.53%/yr |
β2.32%/yr
R2=0.987 |
||||
| β U.S. Dollar π¬ Currency | ||||||
| VTSMX × |
+1,299.57%
+7.95%/yr |
+6.59%/yr
R2=0.889 |
||||
| Vanguard Total Stock Market Index Fund Investor Shares Mutual Fund | ||||||
| FPURX × |
+1,085.81%
+7.43%/yr |
+7.19%/yr
R2=0.979 |
||||
| Fidelity Puritan Fund Mutual Fund | ||||||
| FBGRX × |
+2,538.95%
+9.95%/yr |
+7.80%/yr
R2=0.824 |
||||
| Fidelity Blue Chip Growth Fund Mutual Fund | ||||||
| Tue 1992-04-28π¬ to Fri 2026-10-30 |
Start
Value |
End
Value |
|---|---|---|
| USDOLLAR × |
$10,000.00
1992-04-28 |
$4,127.50
2026-10-30 |
| VTSMX × |
$10,000.00
1992-04-28 |
$139,957.17
2026-10-30 |
| FPURX × |
$10,000.00
1992-04-28 |
$118,580.94
2026-10-30 |
| FBGRX × |
$10,000.00
1992-04-28 |
$263,894.96
2026-10-30 |
| YTD | YoY | |
|---|---|---|
| USDOLLAR × | β4.11% | β3.99% |
| VTSMX × | +7.13% | +7.92% |
| FPURX × | β6.14% | β5.17% |
| FBGRX × | +5.83% | +6.60% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| USDOLLAR × |
β58.72%
on 2026-10-30 |
β58.72%
on 2026-10-30 |
| VTSMX × |
β4.11%
on 2026-10-30 from 2026-08-13 peak |
β56.70%
on 2009-03-09 from 2000-03-23 peak |
| FPURX × |
β13.28%
on 2026-10-30 from 2026-06-15 peak |
β29.14%
on 2009-03-09 from 2008-09-19 peak |
| FBGRX × |
β11.10%
on 2026-10-30 from 2026-09-10 peak |
β66.22%
on 2009-03-09 from 2000-03-23 peak |
| Period ending Fri 2026-10-30 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| USDOLLAR × | β3.99% |
β6.60% β3.36%/yr |
β8.96% β3.08%/yr |
β18.20% β3.94%/yr |
β28.48% β3.30%/yr |
| VTSMX × | +7.92% |
+23.98% +11.35%/yr |
+70.60% +19.49%/yr |
+36.80% +6.47%/yr |
+183.24% +10.97%/yr |
| FPURX × | β5.17% |
+3.86% +1.91%/yr |
+33.73% +10.17%/yr |
+7.93% +1.54%/yr |
+86.33% +6.42%/yr |
| FBGRX × | +6.60% |
+30.18% +14.10%/yr |
+99.02% +25.79%/yr |
+43.90% +7.55%/yr |
+365.96% +16.64%/yr |