All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Mon 1980-03-17? to Fri 2024-09-20 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| VFINX × |
+17.42%
2024-09-20 |
26.85 TRR
2024-09-20 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| CAT × |
+22.90%
2024-09-20 |
25.95 TRR
2024-09-20 |
||||
| Caterpillar Inc NYSE Common Stock | ||||||
| Mon 1980-03-17? to Fri 2024-09-20 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VFINX × |
+2,874.58%
+7.92%/yr |
+7.13%/yr
(R2=0.933) |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| CAT × |
+2,495.50%
+7.59%/yr |
+8.31%/yr
(R2=0.908) |
||||
| Caterpillar Inc NYSE Common Stock | ||||||
| Mon 1980-03-17? to Fri 2024-09-20 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VFINX × |
$10,000.00
1980-03-17 |
$297,457.72
2024-09-20 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| CAT × |
$10,000.00
1980-03-17 |
$259,549.61
2024-09-20 |
||||
| Caterpillar Inc NYSE Common Stock | ||||||
| Year | VFINX | CAT |
|---|---|---|
| 2024 (YTD) | +17.42% | +22.90% |
| 2023 | +22.03% | +21.87% |
| 2022 | −23.21% | +11.40% |
| 2021 | +20.08% | +8.33% |
| 2020 | +17.14% | +25.26% |
| 2019 | +28.40% | +16.85% |
| 2018 | −6.33% | −19.10% |
| 2017 | +19.14% | +71.41% |
| 2016 | +9.56% | +39.21% |
| 2015 | +0.50% | −23.53% |
| 2014 | +12.67% | +2.70% |
| 2013 | +30.22% | +1.89% |
| 2012 | +13.85% | −0.14% |
| 2011 | −0.98% | −4.29% |
| 2010 | +13.21% | +66.05% |
| 2009 | +23.17% | +29.69% |
| 2008 | −37.08% | −36.86% |
| 2007 | +1.24% | +15.75% |
| 2006 | +12.81% | +5.21% |
| 2005 | +1.30% | +15.61% |
| 2004 | +7.25% | +13.77% |
| 2003 | +26.13% | +78.22% |
| 2002 | −23.98% | −14.51% |
| 2001 | −13.37% | +8.75% |
| 2000 | −12.04% | −2.75% |
| 1999 | +17.92% | −0.37% |
| 1998 | +26.59% | −6.64% |
| 1997 | +30.95% | +26.72% |
| 1996 | +18.92% | +24.01% |
| 1995 | +34.04% | +3.89% |
| 1994 | −1.46% | +20.71% |
| 1993 | +7.21% | +61.48% |
| 1992 | +5.18% | +18.77% |
| 1991 | +28.14% | −9.42% |
| 1990 | −8.91% | −23.46% |
| 1989 | +22.66% | −13.07% |
| 1988 | +10.06% | −1.70% |
| 1987 | −0.43% | +47.91% |
| 1986 | +8.08% | −5.51% |
| 1985 | +18.16% | +30.53% |
| 1984 | −0.29% | −36.88% |
| 1983 | +12.83% | +13.45% |
| 1982 | +14.84% | −30.35% |
| 1981 | −16.03% | −12.18% |
| 1980 | +13.64% | +13.79% |
| 1979 | −2.24% | — |
| Mon 1980-03-17? to Fri 2024-09-20 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VFINX × | −0.20% |
−58.52%
2009-03-09 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| CAT × | −2.85% |
−73.92%
2009-03-02 |
||||
| Caterpillar Inc NYSE Common Stock | ||||||