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

Total Real Returns

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

Mon 1987-08-03? to Fri 2024-09-20 YTD
Return
TRR
Price
VBMFX
×
+1.66%
2024-09-20
2.339 TRR
2024-09-20
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
CAT
×
+22.90%
2024-09-20
25.95 TRR
2024-09-20
Caterpillar Inc NYSE Common Stock
MSFT
×
+13.26%
2024-09-20
2510.21 TRR
2024-09-20
Microsoft Corporation NASDAQ Common Stock

Returns

Mon 1987-08-03? to Fri 2024-09-20 Overall
Return
Exponential
Trendline
VBMFX
×
+133.89%
+2.31%/yr
+2.67%/yr
(R2=0.847)
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
CAT
×
+2,596.05%
+9.28%/yr
+9.59%/yr
(R2=0.938)
Caterpillar Inc NYSE Common Stock
MSFT
×
+79,868.77%
+19.72%/yr
+15.13%/yr
(R2=0.838)
Microsoft Corporation NASDAQ Common Stock

Growth of $10,000

Mon 1987-08-03? to Fri 2024-09-20 Start
Value
End
Value
VBMFX
×
$10,000.00
1987-08-03
$23,389.19
2024-09-20
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
CAT
×
$10,000.00
1987-08-03
$269,605.26
2024-09-20
Caterpillar Inc NYSE Common Stock
MSFT
×
$10,000.00
1987-08-03
$7,996,876.72
2024-09-20
Microsoft Corporation NASDAQ Common Stock

Annual Returns

Year VBMFX CAT MSFT
2024 (YTD) +1.66% +22.90% +13.26%
2023 +2.19% +21.87% +53.06%
2022 −18.54% +11.40% −32.39%
2021 −8.16% +8.33% +42.45%
2020 +6.16% +25.26% +40.61%
2019 +6.19% +16.85% +54.05%
2018 −2.25% −19.10% +18.53%
2017 +1.31% +71.41% +37.81%
2016 +0.44% +39.21% +12.75%
2015 −0.61% −23.53% +21.81%
2014 +4.76% +2.70% +26.59%
2013 −3.87% +1.89% +42.17%
2012 +1.97% −0.14% +3.98%
2011 +4.50% −4.29% −7.28%
2010 +4.82% +66.05% −7.89%
2009 +3.10% +29.69% +56.21%
2008 +4.99% −36.86% −44.43%
2007 +2.76% +15.75% +16.09%
2006 +1.75% +5.21% +12.99%
2005 −1.34% +15.61% −4.22%
2004 +0.24% +13.77% +5.63%
2003 +1.99% +78.22% +4.82%
2002 +5.33% −14.51% −23.77%
2001 +6.74% +8.75% +50.39%
2000 +7.78% −2.75% −64.06%
1999 −2.94% −0.37% +63.96%
1998 +6.51% −6.64% +111.24%
1997 +7.64% +26.72% +53.75%
1996 +0.29% +24.01% +82.30%
1995 +15.32% +3.89% +40.01%
1994 −5.15% +20.71% +47.65%
1993 +5.54% +61.48% −8.07%
1992 +3.24% +18.77% +11.83%
1991 +11.63% −9.42% +115.27%
1990 +2.44% −23.46% +62.93%
1989 +8.68% −13.07% +56.16%
1988 +2.89% −1.70% −6.00%
1987 +2.03% +47.91% +115.29%
1986 −5.51% +70.13%
1985 +30.53%
1984 −36.88%
1983 +13.45%
1982 −30.35%
1981 −12.18%
1980 +13.79%

Drawdowns

Mon 1987-08-03? to Fri 2024-09-20 Current
Drawdown
Worst
Drawdown
VBMFX
×
−23.06% −30.96%
2023-10-19
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
CAT
×
−2.85% −73.92%
2009-03-02
Caterpillar Inc NYSE Common Stock
MSFT
×
−7.03% −75.76%
2009-03-09
Microsoft Corporation NASDAQ Common Stock