All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2022-02-24? to Mon 2025-05-12 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| VFINX × |
−1.92%
2025-05-12 |
27.22 TRR
2025-05-12 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| CGDV × |
+2.35%
2025-05-12 |
1.381 TRR
2025-05-12 |
||||
| Capital Group Dividend Value ETF Exchange-Traded Fund | ||||||
| Thu 2022-02-24? to Mon 2025-05-12 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VFINX × |
+25.72%
+7.39%/yr |
+13.98%/yr
(R2=0.751) |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| CGDV × |
+38.06%
+10.56%/yr |
+17.18%/yr
(R2=0.841) |
||||
| Capital Group Dividend Value ETF Exchange-Traded Fund | ||||||
| Thu 2022-02-24? to Mon 2025-05-12 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VFINX × |
$10,000.00
2022-02-24 |
$12,572.13
2025-05-12 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| CGDV × |
$10,000.00
2022-02-24 |
$13,806.11
2025-05-12 |
||||
| Capital Group Dividend Value ETF Exchange-Traded Fund | ||||||
| Year | VFINX | CGDV |
|---|---|---|
| 2025 (YTD) | −1.92% | +2.35% |
| 2024 | +21.34% | +16.75% |
| 2023 | +22.03% | +24.61% |
| 2022 | −23.21% | −7.28% |
| 2021 | +20.08% | — |
| 2020 | +17.14% | — |
| 2019 | +28.40% | — |
| 2018 | −6.33% | — |
| 2017 | +19.14% | — |
| 2016 | +9.56% | — |
| 2015 | +0.50% | — |
| 2014 | +12.67% | — |
| 2013 | +30.21% | — |
| 2012 | +13.85% | — |
| 2011 | −0.99% | — |
| 2010 | +13.22% | — |
| 2009 | +23.16% | — |
| 2008 | −37.08% | — |
| 2007 | +1.25% | — |
| 2006 | +12.80% | — |
| 2005 | +1.30% | — |
| 2004 | +7.25% | — |
| 2003 | +26.12% | — |
| 2002 | −23.97% | — |
| 2001 | −13.38% | — |
| 2000 | −12.04% | — |
| 1999 | +17.92% | — |
| 1998 | +26.58% | — |
| 1997 | +30.94% | — |
| 1996 | +18.92% | — |
| 1995 | +34.05% | — |
| 1994 | −1.46% | — |
| 1993 | +7.21% | — |
| 1992 | +5.18% | — |
| 1991 | +28.14% | — |
| 1990 | −8.92% | — |
| 1989 | +22.69% | — |
| 1988 | +10.07% | — |
| 1987 | −0.46% | — |
| 1986 | +8.11% | — |
| 1985 | +18.11% | — |
| 1984 | −0.25% | — |
| 1983 | +12.80% | — |
| 1982 | +14.86% | — |
| 1981 | −16.06% | — |
| 1980 | +13.67% | — |
| 1979 | −2.22% | — |
| Thu 2022-02-24? to Mon 2025-05-12 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VFINX × | −5.35% |
−24.76%
2022-10-12 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| CGDV × | −2.58% |
−24.33%
2022-09-30 |
||||
| Capital Group Dividend Value ETF Exchange-Traded Fund | ||||||