All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

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

Mon 1980-03-17? 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
DE
×
+1.37%
2025-01-13
93.97 TRR
2025-01-13
Deere & Company NYSE Common Stock
CAT
×
−0.17%
2025-01-13
25.47 TRR
2025-01-13
Caterpillar Inc NYSE Common Stock

Returns

Mon 1980-03-17? to Mon 2025-01-13 Overall
Return
Exponential
Trendline
VFINX
×
+2,942.57%
+7.92%/yr
+7.15%/yr
(R2=0.934)
Vanguard 500 Index Fund Investor Shares Mutual Fund
DE
×
+6,743.52%
+9.89%/yr
+10.57%/yr
(R2=0.952)
Deere & Company NYSE Common Stock
CAT
×
+2,447.43%
+7.49%/yr
+8.37%/yr
(R2=0.909)
Caterpillar Inc NYSE Common Stock

Growth of $10,000

Mon 1980-03-17? to Mon 2025-01-13 Start
Value
End
Value
VFINX
×
$10,000.00
1980-03-17
$304,257.48
2025-01-13
Vanguard 500 Index Fund Investor Shares Mutual Fund
DE
×
$10,000.00
1980-03-17
$684,352.12
2025-01-13
Deere & Company NYSE Common Stock
CAT
×
$10,000.00
1980-03-17
$254,743.50
2025-01-13
Caterpillar Inc NYSE Common Stock

Annual Returns

Year VFINX DE CAT
2025 (YTD) −0.83% +1.37% −0.17%
2024 +21.11% +4.34% +20.93%
2023 +22.03% −8.54% +21.87%
2022 −23.21% +18.90% +11.39%
2021 +20.08% +20.39% +8.33%
2020 +17.14% +55.84% +25.26%
2019 +28.40% +15.65% +16.84%
2018 −6.33% −4.71% −19.10%
2017 +19.15% +51.63% +71.40%
2016 +9.56% +36.12% +39.24%
2015 +0.50% −11.91% −23.54%
2014 +12.67% −1.29% +2.70%
2013 +30.21% +6.63% +1.89%
2012 +13.85% +12.33% −0.13%
2011 −0.98% −7.71% −4.30%
2010 +13.21% +54.03% +66.05%
2009 +23.17% +41.02% +29.70%
2008 −37.08% −58.09% −36.87%
2007 +1.25% +90.83% +15.74%
2006 +12.81% +38.81% +5.22%
2005 +1.30% −9.70% +15.62%
2004 +7.24% +12.59% +13.74%
2003 +26.12% +41.75% +78.27%
2002 −23.97% +4.59% −14.54%
2001 −13.37% −3.98% +8.74%
2000 −12.04% +4.56% −2.75%
1999 +17.92% +31.40% −0.37%
1998 +26.57% −43.25% −6.66%
1997 +30.95% +43.72% +26.74%
1996 +18.92% +14.43% +23.98%
1995 +34.04% +73.66% +3.95%
1994 −1.46% −10.25% +20.61%
1993 +7.20% +69.89% +61.56%
1992 +5.19% −7.27% +18.77%
1991 +28.13% +3.39% −9.42%
1990 −8.92% −25.63% −23.46%
1989 +22.70% +25.73% −13.06%
1988 +10.05% +34.43% −1.78%
1987 −0.43% +46.83% +47.99%
1986 +8.09% −19.73% −5.50%
1985 +18.15% −3.56% +30.53%
1984 −0.30% −23.21% −36.87%
1983 +12.80% +29.13% +13.45%
1982 +14.86% −14.82% −30.39%
1981 −16.06% −28.61% −12.11%
1980 +13.66% +14.84% +13.70%
1979 −2.19% +4.21%
1978 +34.62%
1977 −23.41%
1976 +20.18%
1975 +18.66%
1974 −21.57%
1973 +4.42%
1972 +41.31%

Drawdowns

Mon 1980-03-17? to Mon 2025-01-13 Current
Drawdown
Worst
Drawdown
VFINX
×
−4.34% −58.52%
2009-03-09
Vanguard 500 Index Fund Investor Shares Mutual Fund
DE
×
−7.69% −73.49%
2009-03-02
Deere & Company NYSE Common Stock
CAT
×
−13.29% −73.92%
2009-03-02
Caterpillar Inc NYSE Common Stock