All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Tue 1992-04-28π¬ to Wed 2026-09-30 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| USDOLLAR × |
β58.47%
β2.52%/yr |
β2.32%/yr
R2=0.987 |
||||
| β U.S. Dollar π¬ Currency | ||||||
| VTSMX × |
+1,314.89%
+8.00%/yr |
+6.57%/yr
R2=0.888 |
||||
| Vanguard Total Stock Market Index Fund Investor Shares Mutual Fund | ||||||
| FPURX × |
+1,235.16%
+7.82%/yr |
+7.19%/yr
R2=0.979 |
||||
| Fidelity Puritan Fund Mutual Fund | ||||||
| FBGRX × |
+2,767.15%
+10.24%/yr |
+7.75%/yr
R2=0.823 |
||||
| Fidelity Blue Chip Growth Fund Mutual Fund | ||||||
| Tue 1992-04-28π¬ to Wed 2026-09-30 |
Start
Value |
End
Value |
|---|---|---|
| USDOLLAR × |
$10,000.00
1992-04-28 |
$4,152.62
2026-09-30 |
| VTSMX × |
$10,000.00
1992-04-28 |
$141,489.20
2026-09-30 |
| FPURX × |
$10,000.00
1992-04-28 |
$133,515.76
2026-09-30 |
| FBGRX × |
$10,000.00
1992-04-28 |
$286,714.62
2026-09-30 |
| YTD | YoY | |
|---|---|---|
| USDOLLAR × | β3.54% | β3.30% |
| VTSMX × | +8.31% | +11.18% |
| FPURX × | +5.68% | +8.77% |
| FBGRX × | +14.98% | +19.28% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| USDOLLAR × |
β58.47%
on 2026-09-30 |
β58.47%
on 2026-09-30 |
| VTSMX × |
β3.05%
on 2026-09-30 from 2026-08-13 peak |
β56.70%
on 2009-03-09 from 2000-03-23 peak |
| FPURX × |
β2.35%
on 2026-09-30 from 2026-06-15 peak |
β29.14%
on 2009-03-09 from 2008-09-19 peak |
| FBGRX × |
β3.52%
on 2026-09-30 from 2026-09-10 peak |
β66.22%
on 2009-03-09 from 2000-03-23 peak |
| Period ending Wed 2026-09-30 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| USDOLLAR × | β3.30% |
β6.13% β3.11%/yr |
β8.38% β2.87%/yr |
β18.34% β3.97%/yr |
β28.12% β3.25%/yr |
| VTSMX × | +11.18% |
+26.51% +12.48%/yr |
+66.83% +18.60%/yr |
+46.44% +7.93%/yr |
+179.53% +10.83%/yr |
| FPURX × | +8.77% |
+17.40% +8.35%/yr |
+47.31% +13.78%/yr |
+27.03% +4.90%/yr |
+107.29% +7.56%/yr |
| FBGRX × | +19.28% |
+46.40% +21.00%/yr |
+110.62% +28.18%/yr |
+67.11% +10.82%/yr |
+393.80% +17.32%/yr |