All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Tue 2011-05-10? to Mon 2025-05-05 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VFINX × |
−5.05%
2025-05-05 |
26.35 TRR
2025-05-05 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
FXAIX × |
−5.04%
2025-05-05 |
3.766 TRR
2025-05-05 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
SPY × |
−5.04%
2025-05-05 |
10.25 TRR
2025-05-05 |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
Tue 2011-05-10? to Mon 2025-05-05 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VFINX × |
+275.21%
+9.91%/yr |
+10.56%/yr
(R2=0.958) |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
FXAIX × |
+276.60%
+9.94%/yr |
+10.52%/yr
(R2=0.957) |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
SPY × |
+276.07%
+9.93%/yr |
+10.56%/yr
(R2=0.958) |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
Tue 2011-05-10? to Mon 2025-05-05 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VFINX × |
$10,000.00
2011-05-10 |
$37,521.39
2025-05-05 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
FXAIX × |
$10,000.00
2011-05-10 |
$37,659.70
2025-05-05 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
SPY × |
$10,000.00
2011-05-10 |
$37,607.45
2025-05-05 |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
Tue 2011-05-10? to Mon 2025-05-05 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VFINX × | −8.37% |
−33.79%
2020-03-23 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
FXAIX × | −8.38% |
−33.75%
2020-03-23 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
SPY × | −8.33% |
−33.67%
2020-03-23 |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||