All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Tue 2004-07-06? to Thu 2026-04-02 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| VFINX × |
−4.60%
2026-04-02 |
30.54 TRR
2026-04-02 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| ISCV × |
+1.32%
2026-04-02 |
3.342 TRR
2026-04-02 |
||||
| iShares Morningstar Small-Cap Value ETF Exchange-Traded Fund | ||||||
| VTI × |
−4.17%
2026-04-02 |
4.742 TRR
2026-04-02 |
||||
| Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Tue 2004-07-06? to Thu 2026-04-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VFINX × |
+405.46%
+7.74%/yr |
+8.52%/yr
(R2=0.897) |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| ISCV × |
+234.19%
+5.71%/yr |
+5.92%/yr
(R2=0.814) |
||||
| iShares Morningstar Small-Cap Value ETF Exchange-Traded Fund | ||||||
| VTI × |
+414.23%
+7.82%/yr |
+8.54%/yr
(R2=0.905) |
||||
| Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Tue 2004-07-06? to Thu 2026-04-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VFINX × |
$10,000.00
2004-07-06 |
$50,545.67
2026-04-02 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| ISCV × |
$10,000.00
2004-07-06 |
$33,419.42
2026-04-02 |
||||
| iShares Morningstar Small-Cap Value ETF Exchange-Traded Fund | ||||||
| VTI × |
$10,000.00
2004-07-06 |
$51,423.13
2026-04-02 |
||||
| Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Tue 2004-07-06? to Thu 2026-04-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VFINX × | −6.31% |
−56.04%
2009-03-09 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| ISCV × | −6.24% |
−63.89%
2009-03-09 |
||||
| iShares Morningstar Small-Cap Value ETF Exchange-Traded Fund | ||||||
| VTI × | −6.21% |
−56.24%
2009-03-09 |
||||
| Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund | ||||||