All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Fri 2004-01-23? to Fri 2024-10-04 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| VFINX × |
+18.36%
2024-10-04 |
27.07 TRR
2024-10-04 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| ITOT × |
+16.99%
2024-10-04 |
4.292 TRR
2024-10-04 |
||||
| iShares Core S&P Total U.S. Stock Market ETF Exchange-Traded Fund | ||||||
| Fri 2004-01-23? to Fri 2024-10-04 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VFINX × |
+332.93%
+7.34%/yr |
+8.02%/yr
(R2=0.870) |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| ITOT × |
+329.22%
+7.29%/yr |
+8.04%/yr
(R2=0.873) |
||||
| iShares Core S&P Total U.S. Stock Market ETF Exchange-Traded Fund | ||||||
| Fri 2004-01-23? to Fri 2024-10-04 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VFINX × |
$10,000.00
2004-01-23 |
$43,292.83
2024-10-04 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| ITOT × |
$10,000.00
2004-01-23 |
$42,921.66
2024-10-04 |
||||
| iShares Core S&P Total U.S. Stock Market ETF Exchange-Traded Fund | ||||||
| Year | VFINX | ITOT |
|---|---|---|
| 2024 (YTD) | +18.36% | +16.99% |
| 2023 | +22.03% | +22.03% |
| 2022 | −23.21% | −24.36% |
| 2021 | +20.08% | +17.41% |
| 2020 | +17.14% | +19.09% |
| 2019 | +28.40% | +27.75% |
| 2018 | −6.33% | −7.10% |
| 2017 | +19.15% | +18.86% |
| 2016 | +9.56% | +10.32% |
| 2015 | +0.50% | +0.17% |
| 2014 | +12.67% | +12.66% |
| 2013 | +30.21% | +31.34% |
| 2012 | +13.85% | +13.88% |
| 2011 | −0.99% | −1.19% |
| 2010 | +13.22% | +14.48% |
| 2009 | +23.17% | +23.23% |
| 2008 | −37.08% | −36.51% |
| 2007 | +1.25% | +1.02% |
| 2006 | +12.81% | +12.28% |
| 2005 | +1.30% | +1.84% |
| 2004 | +7.25% | +5.85% |
| 2003 | +26.12% | — |
| 2002 | −23.97% | — |
| 2001 | −13.37% | — |
| 2000 | −12.04% | — |
| 1999 | +17.91% | — |
| 1998 | +26.59% | — |
| 1997 | +30.95% | — |
| 1996 | +18.93% | — |
| 1995 | +34.03% | — |
| 1994 | −1.46% | — |
| 1993 | +7.96% | — |
| 1992 | +4.46% | — |
| 1991 | +28.14% | — |
| 1990 | −8.92% | — |
| 1989 | +22.67% | — |
| 1988 | +10.08% | — |
| 1987 | −0.46% | — |
| 1986 | +8.09% | — |
| 1985 | +18.15% | — |
| 1984 | −0.25% | — |
| 1983 | +12.80% | — |
| 1982 | +14.81% | — |
| 1981 | −16.02% | — |
| 1980 | +13.67% | — |
| 1979 | −2.24% | — |
| Fri 2004-01-23? to Fri 2024-10-04 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VFINX × | −0.20% |
−56.04%
2009-03-09 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| ITOT × | −0.15% |
−56.01%
2009-03-09 |
||||
| iShares Core S&P Total U.S. Stock Market ETF Exchange-Traded Fund | ||||||