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

Total Real Returns

VFINX,FXAIX,SPY: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

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

Returns

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

Growth of $10,000

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

Annual Returns

Year VFINX FXAIX SPY
2025 (YTD) −5.05% −5.04% −5.04%
2024 +21.35% +21.51% +21.39%
2023 +22.03% +22.20% +22.09%
2022 −23.21% −23.11% −23.15%
2021 +20.08% +20.25% +20.27%
2020 +17.14% +16.83% +16.74%
2019 +28.40% +28.40% +28.29%
2018 −6.33% −6.80% −6.36%
2017 +19.14% +19.07% +19.19%
2016 +9.56% +9.16% +9.73%
2015 +0.50% +0.38% +0.50%
2014 +12.67% +13.44% +12.61%
2013 +30.21% +30.43% +30.35%
2012 +13.85% +14.02% +14.02%
2011 −0.99% −6.12% −1.04%
2010 +13.22% +13.36%
2009 +23.17% +23.00%
2008 −37.08% −36.85%
2007 +1.25% +1.02%
2006 +12.81% +13.00%
2005 +1.29% +1.36%
2004 +7.25% +7.20%
2003 +26.13% +25.83%
2002 −23.98% −23.41%
2001 −13.38% −13.11%
2000 −12.03% −12.70%
1999 +17.91% +17.24%
1998 +26.59% +26.65%
1997 +30.94% +31.24%
1996 +18.93% +18.56%
1995 +34.02% +34.63%
1994 −1.45% −2.21%
1993 +7.20% +6.28%
1992 +5.19%
1991 +28.14%
1990 −8.91%
1989 +22.66%
1988 +10.09%
1987 −0.46%
1986 +8.12%
1985 +18.10%
1984 −0.25%
1983 +12.77%
1982 +14.89%
1981 −16.05%
1980 +13.64%
1979 −2.22%

Drawdowns

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