All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

VBMFX,CAT: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Mon 1987-08-03? to Tue 2025-01-14 YTD
Return
TRR
Price
VBMFX
×
−1.26%
2025-01-14
2.217 TRR
2025-01-14
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
CAT
×
+2.32%
2025-01-14
26.11 TRR
2025-01-14
Caterpillar Inc NYSE Common Stock

Returns

Mon 1987-08-03? to Tue 2025-01-14 Overall
Return
Exponential
Trendline
VBMFX
×
+121.72%
+2.15%/yr
+2.63%/yr
(R2=0.831)
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
CAT
×
+2,614.17%
+9.21%/yr
+9.65%/yr
(R2=0.939)
Caterpillar Inc NYSE Common Stock

Growth of $10,000

Mon 1987-08-03? to Tue 2025-01-14 Start
Value
End
Value
VBMFX
×
$10,000.00
1987-08-03
$22,172.27
2025-01-14
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
CAT
×
$10,000.00
1987-08-03
$271,417.09
2025-01-14
Caterpillar Inc NYSE Common Stock

Annual Returns

Year VBMFX CAT
2025 (YTD) −1.26% +2.32%
2024 −2.19% +20.93%
2023 +2.19% +21.87%
2022 −18.58% +11.39%
2021 −8.41% +8.33%
2020 +6.00% +25.26%
2019 +6.19% +16.84%
2018 −1.99% −19.10%
2017 +1.32% +71.41%
2016 +0.35% +39.22%
2015 −0.53% −23.53%
2014 +4.68% +2.71%
2013 −3.88% +1.88%
2012 +1.70% −0.13%
2011 +4.01% −4.30%
2010 +4.28% +66.06%
2009 +3.10% +29.67%
2008 +4.99% −36.85%
2007 +2.76% +15.74%
2006 +1.74% +5.20%
2005 −0.98% +15.62%
2004 +0.78% +13.76%
2003 +1.98% +78.27%
2002 +5.80% −14.54%
2001 +6.74% +8.74%
2000 +7.79% −2.78%
1999 −2.95% −0.33%
1998 +6.51% −6.66%
1997 +7.65% +26.74%
1996 +0.29% +23.98%
1995 +15.30% +3.95%
1994 −5.14% +20.61%
1993 +5.53% +61.54%
1992 +3.25% +18.77%
1991 +11.62% −9.42%
1990 +2.45% −23.45%
1989 +8.68% −13.13%
1988 +2.88% −1.70%
1987 +2.06% +47.99%
1986 −5.50%
1985 +30.53%
1984 −36.87%
1983 +13.43%
1982 −30.38%
1981 −12.11%
1980 +13.70%

Drawdowns

Mon 1987-08-03? to Tue 2025-01-14 Current
Drawdown
Worst
Drawdown
VBMFX
×
−27.20% −31.24%
2023-10-19
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
CAT
×
−11.13% −73.91%
2009-03-02
Caterpillar Inc NYSE Common Stock