All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 1986-03-13? to Mon 2025-01-13 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VFINX × |
−0.83%
2025-01-13 |
27.48 TRR
2025-01-13 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
CAT × |
−0.17%
2025-01-13 |
25.47 TRR
2025-01-13 |
||||
Caterpillar Inc NYSE Common Stock | ||||||
MSFT × |
−1.12%
2025-01-13 |
2404.55 TRR
2025-01-13 |
||||
Microsoft Corporation NASDAQ Common Stock | ||||||
Thu 1986-03-13? to Mon 2025-01-13 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VFINX × |
+1,633.16%
+7.62%/yr |
+6.73%/yr
(R2=0.902) |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
CAT × |
+3,119.36%
+9.35%/yr |
+9.49%/yr
(R2=0.941) |
||||
Caterpillar Inc NYSE Common Stock | ||||||
MSFT × |
+240,355.33%
+22.19%/yr |
+16.19%/yr
(R2=0.845) |
||||
Microsoft Corporation NASDAQ Common Stock | ||||||
Thu 1986-03-13? to Mon 2025-01-13 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VFINX × |
$10,000.00
1986-03-13 |
$173,316.18
2025-01-13 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
CAT × |
$10,000.00
1986-03-13 |
$321,936.06
2025-01-13 |
||||
Caterpillar Inc NYSE Common Stock | ||||||
MSFT × |
$10,000.00
1986-03-13 |
$24,045,533.14
2025-01-13 |
||||
Microsoft Corporation NASDAQ Common Stock | ||||||
Thu 1986-03-13? to Mon 2025-01-13 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VFINX × | −4.33% |
−58.52%
2009-03-09 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
CAT × | −13.29% |
−73.92%
2009-03-02 |
||||
Caterpillar Inc NYSE Common Stock | ||||||
MSFT × | −11.08% |
−75.74%
2009-03-09 |
||||
Microsoft Corporation NASDAQ Common Stock | ||||||