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

Thu 1986-03-13? 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
MSFT ×	+13.26% 2024-09-20	2510.21 TRR 2024-09-20
Microsoft Corporation NASDAQ Common Stock

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Returns

Thu 1986-03-13? to Fri 2024-09-20	Overall Return	Exponential Trendline
VFINX ×	+1,594.57% +7.62%/yr	+6.70%/yr (R2=0.900)
Vanguard 500 Index Fund Investor Shares Mutual Fund
CAT ×	+3,178.40% +9.48%/yr	+9.44%/yr (R2=0.940)
Caterpillar Inc NYSE Common Stock
MSFT ×	+250,920.76% +22.53%/yr	+16.18%/yr (R2=0.842)
Microsoft Corporation NASDAQ Common Stock

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Growth of $10,000

Thu 1986-03-13? to Fri 2024-09-20	Start Value	End Value
VFINX ×	$10,000.00 1986-03-13	$169,457.29 2024-09-20
Vanguard 500 Index Fund Investor Shares Mutual Fund
CAT ×	$10,000.00 1986-03-13	$327,840.00 2024-09-20
Caterpillar Inc NYSE Common Stock
MSFT ×	$10,000.00 1986-03-13	$25,102,076.12 2024-09-20
Microsoft Corporation NASDAQ Common Stock

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Annual Returns

Year	VFINX	CAT	MSFT
2024 (YTD)	+17.42%	+22.90%	+13.26%
2023	+22.03%	+21.87%	+53.06%
2022	−23.21%	+11.40%	−32.39%
2021	+20.08%	+8.33%	+42.45%
2020	+17.14%	+25.26%	+40.61%
2019	+28.40%	+16.85%	+54.05%
2018	−6.33%	−19.10%	+18.53%
2017	+19.14%	+71.41%	+37.81%
2016	+9.56%	+39.21%	+12.75%
2015	+0.50%	−23.53%	+21.81%
2014	+12.67%	+2.70%	+26.59%
2013	+30.22%	+1.89%	+42.17%
2012	+13.85%	−0.14%	+3.98%
2011	−0.98%	−4.29%	−7.28%
2010	+13.21%	+66.05%	−7.89%
2009	+23.17%	+29.69%	+56.21%
2008	−37.08%	−36.86%	−44.43%
2007	+1.24%	+15.75%	+16.09%
2006	+12.81%	+5.21%	+12.99%
2005	+1.30%	+15.61%	−4.22%
2004	+7.25%	+13.77%	+5.63%
2003	+26.13%	+78.22%	+4.82%
2002	−23.98%	−14.51%	−23.77%
2001	−13.37%	+8.75%	+50.39%
2000	−12.04%	−2.75%	−64.06%
1999	+17.92%	−0.37%	+63.96%
1998	+26.59%	−6.64%	+111.24%
1997	+30.95%	+26.72%	+53.75%
1996	+18.92%	+24.01%	+82.30%
1995	+34.04%	+3.89%	+40.01%
1994	−1.46%	+20.71%	+47.65%
1993	+7.21%	+61.48%	−8.07%
1992	+5.18%	+18.77%	+11.83%
1991	+28.14%	−9.42%	+115.27%
1990	−8.91%	−23.46%	+62.93%
1989	+22.66%	−13.07%	+56.16%
1988	+10.06%	−1.70%	−6.00%
1987	−0.43%	+47.91%	+115.29%
1986	+8.08%	−5.51%	+70.13%
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%	—	—

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Drawdowns

Thu 1986-03-13? 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
MSFT ×	−7.03%	−75.76% 2009-03-09
Microsoft Corporation NASDAQ Common Stock