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 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
DE
×
−0.46%
2024-09-20
88.43 TRR
2024-09-20
Deere & Company NYSE Common Stock
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

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
DE
×
+6,203.62%
+11.36%/yr
+11.42%/yr
(R2=0.958)
Deere & Company NYSE Common Stock
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

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
DE
×
$10,000.00
1986-03-13
$630,361.86
2024-09-20
Deere & Company NYSE Common Stock
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

Annual Returns

Year VFINX DE CAT MSFT
2024 (YTD) +17.42% −0.46% +22.90% +13.26%
2023 +22.03% −8.54% +21.87% +53.06%
2022 −23.21% +18.90% +11.40% −32.39%
2021 +20.08% +20.39% +8.33% +42.45%
2020 +17.14% +55.84% +25.26% +40.61%
2019 +28.40% +15.65% +16.85% +54.05%
2018 −6.33% −4.71% −19.10% +18.53%
2017 +19.14% +51.62% +71.41% +37.81%
2016 +9.56% +36.13% +39.21% +12.75%
2015 +0.50% −11.91% −23.53% +21.81%
2014 +12.67% −1.30% +2.70% +26.59%
2013 +30.22% +6.63% +1.89% +42.17%
2012 +13.85% +12.34% −0.14% +3.98%
2011 −0.98% −7.72% −4.29% −7.28%
2010 +13.21% +54.04% +66.05% −7.89%
2009 +23.17% +41.00% +29.69% +56.21%
2008 −37.08% −58.09% −36.86% −44.43%
2007 +1.24% +90.82% +15.75% +16.09%
2006 +12.81% +38.78% +5.21% +12.99%
2005 +1.30% −9.69% +15.61% −4.22%
2004 +7.25% +12.60% +13.77% +5.63%
2003 +26.13% +41.77% +78.22% +4.82%
2002 −23.98% +4.57% −14.51% −23.77%
2001 −13.37% −4.01% +8.75% +50.39%
2000 −12.04% +4.59% −2.75% −64.06%
1999 +17.92% +31.34% −0.37% +63.96%
1998 +26.59% −43.21% −6.64% +111.24%
1997 +30.95% +43.65% +26.72% +53.75%
1996 +18.92% +14.49% +24.01% +82.30%
1995 +34.04% +73.58% +3.89% +40.01%
1994 −1.46% −10.22% +20.71% +47.65%
1993 +7.21% +69.86% +61.48% −8.07%
1992 +5.18% −7.27% +18.77% +11.83%
1991 +28.14% +3.39% −9.42% +115.27%
1990 −8.91% −25.60% −23.46% +62.93%
1989 +22.66% +25.67% −13.07% +56.16%
1988 +10.06% +34.43% −1.70% −6.00%
1987 −0.43% +46.84% +47.91% +115.29%
1986 +8.08% −19.73% −5.51% +70.13%
1985 +18.16% −3.58% +30.53%
1984 −0.29% −23.20% −36.88%
1983 +12.83% +29.14% +13.45%
1982 +14.84% −14.82% −30.35%
1981 −16.03% −28.62% −12.18%
1980 +13.64% +14.84% +13.79%
1979 −2.24% +4.21%
1978 +34.61%
1977 −23.41%
1976 +20.18%
1975 +18.66%
1974 −21.57%
1973 +4.42%
1972 +41.31%

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
DE
×
−12.64% −73.49%
2009-03-02
Deere & Company NYSE Common Stock
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