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

Total Real Returns

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

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
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
MSFT
×
−1.12%
2025-01-13
2404.55 TRR
2025-01-13
Microsoft Corporation NASDAQ Common Stock

Returns

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
DE
×
+6,598.50%
+11.43%/yr
+11.45%/yr
(R2=0.959)
Deere & Company NYSE Common Stock
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

Growth of $10,000

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
DE
×
$10,000.00
1986-03-13
$669,850.42
2025-01-13
Deere & Company NYSE Common Stock
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

Annual Returns

Year VFINX DE CAT MSFT
2025 (YTD) −0.83% +1.37% −0.17% −1.12%
2024 +21.11% +4.34% +20.93% +9.55%
2023 +22.03% −8.54% +21.87% +53.07%
2022 −23.21% +18.90% +11.39% −32.40%
2021 +20.08% +20.39% +8.33% +42.46%
2020 +17.14% +55.84% +25.26% +40.61%
2019 +28.40% +15.65% +16.84% +54.04%
2018 −6.33% −4.71% −19.10% +18.53%
2017 +19.15% +51.63% +71.40% +37.83%
2016 +9.56% +36.12% +39.24% +12.73%
2015 +0.50% −11.91% −23.54% +21.80%
2014 +12.67% −1.29% +2.70% +26.61%
2013 +30.21% +6.63% +1.89% +42.18%
2012 +13.85% +12.33% −0.13% +3.97%
2011 −0.98% −7.71% −4.30% −7.26%
2010 +13.21% +54.03% +66.05% −7.91%
2009 +23.17% +41.02% +29.70% +56.25%
2008 −37.08% −58.09% −36.87% −44.45%
2007 +1.25% +90.83% +15.74% +16.12%
2006 +12.81% +38.81% +5.22% +12.96%
2005 +1.30% −9.70% +15.62% −4.21%
2004 +7.24% +12.59% +13.74% +5.69%
2003 +26.12% +41.75% +78.27% +4.85%
2002 −23.97% +4.59% −14.54% −23.77%
2001 −13.37% −3.98% +8.74% +50.41%
2000 −12.04% +4.56% −2.75% −64.07%
1999 +17.92% +31.40% −0.37% +63.97%
1998 +26.57% −43.25% −6.66% +111.23%
1997 +30.95% +43.72% +26.74% +53.74%
1996 +18.92% +14.43% +23.98% +82.33%
1995 +34.04% +73.66% +3.95% +39.98%
1994 −1.46% −10.25% +20.61% +47.67%
1993 +7.20% +69.89% +61.56% −8.08%
1992 +5.19% −7.27% +18.77% +11.88%
1991 +28.13% +3.39% −9.42% +115.11%
1990 −8.92% −25.63% −23.46% +63.02%
1989 +22.70% +25.73% −13.06% +56.15%
1988 +10.05% +34.43% −1.78% −6.01%
1987 −0.43% +46.83% +47.99% +115.41%
1986 +8.09% −19.73% −5.50% +70.20%
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

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
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
MSFT
×
−11.08% −75.74%
2009-03-09
Microsoft Corporation NASDAQ Common Stock