All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Tue 2022-08-30? to Wed 2025-05-14 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VBMFX × |
−0.37%
2025-05-14 |
2.284 TRR
2025-05-14 |
||||
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund | ||||||
SPYI × |
−0.73%
2025-05-14 |
1.278 TRR
2025-05-14 |
||||
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
VOO × |
−1.12%
2025-05-14 |
4.769 TRR
2025-05-14 |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
Tue 2022-08-30? to Wed 2025-05-14 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VBMFX × |
−2.93%
−1.09%/yr |
+0.73%/yr
(R2=0.069) |
||||
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund | ||||||
SPYI × |
+27.76%
+9.48%/yr |
+12.67%/yr
(R2=0.900) |
||||
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
VOO × |
+41.90%
+13.81%/yr |
+19.17%/yr
(R2=0.907) |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
Tue 2022-08-30? to Wed 2025-05-14 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VBMFX × |
$10,000.00
2022-08-30 |
$9,707.45
2025-05-14 |
||||
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund | ||||||
SPYI × |
$10,000.00
2022-08-30 |
$12,776.05
2025-05-14 |
||||
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
VOO × |
$10,000.00
2022-08-30 |
$14,190.27
2025-05-14 |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
Year | VBMFX | SPYI | VOO |
---|---|---|---|
2025 (YTD) | −0.37% | −0.73% | −1.12% |
2024 | −1.69% | +15.71% | +21.48% |
2023 | +2.19% | +14.27% | +22.23% |
2022 | −18.55% | −2.67% | −23.14% |
2021 | −8.20% | — | +20.33% |
2020 | +6.20% | — | +16.73% |
2019 | +6.23% | — | +28.43% |
2018 | −2.01% | — | −6.29% |
2017 | +1.33% | — | +19.25% |
2016 | +0.35% | — | +9.89% |
2015 | −0.35% | — | +0.59% |
2014 | +4.91% | — | +12.70% |
2013 | −3.66% | — | +30.42% |
2012 | +1.17% | — | +14.02% |
2011 | +4.53% | — | −1.04% |
2010 | +4.85% | — | +14.35% |
2009 | +3.11% | — | — |
2008 | +4.98% | — | — |
2007 | +2.74% | — | — |
2006 | +1.74% | — | — |
2005 | −1.36% | — | — |
2004 | +0.23% | — | — |
2003 | +2.08% | — | — |
2002 | +5.84% | — | — |
2001 | +6.73% | — | — |
2000 | +7.79% | — | — |
1999 | −3.46% | — | — |
1998 | +5.99% | — | — |
1997 | +7.64% | — | — |
1996 | +0.29% | — | — |
1995 | +15.31% | — | — |
1994 | −4.66% | — | — |
1993 | +6.27% | — | — |
1992 | +3.55% | — | — |
1991 | +11.90% | — | — |
1990 | +2.45% | — | — |
1989 | +8.69% | — | — |
1988 | +2.88% | — | — |
1987 | +2.05% | — | — |
Tue 2022-08-30? to Wed 2025-05-14 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VBMFX × | −4.18% |
−9.60%
2023-10-19 |
||||
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund | ||||||
SPYI × | −3.84% |
−16.86%
2025-04-08 |
||||
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
VOO × | −4.58% |
−19.05%
2025-04-08 |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||