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

Total Real Returns

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

Thu 2024-02-22? to Fri 2026-01-23 YTD
Return
TRR
Price
VFINX
×
+0.93%
2026-01-23
32.31 TRR
2026-01-23
Vanguard 500 Index Fund Investor Shares Mutual Fund
MSTY
×
+6.12%
2026-01-23
1.745 TRR
2026-01-23
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-02-22? to Fri 2026-01-23 Overall
Return
Exponential
Trendline
VFINX
×
+32.74%
+15.90%/yr
+14.83%/yr
(R2=0.784)
Vanguard 500 Index Fund Investor Shares Mutual Fund
MSTY
×
+74.55%
+33.67%/yr
+32.23%/yr
(R2=0.224)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-22? to Fri 2026-01-23 Start
Value
End
Value
VFINX
×
$10,000.00
2024-02-22
$13,274.39
2026-01-23
Vanguard 500 Index Fund Investor Shares Mutual Fund
MSTY
×
$10,000.00
2024-02-22
$17,454.65
2026-01-23
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year VFINX MSTY
2026 (YTD) +0.93% +6.12%
2025 +14.65% −44.20%
2024 +21.34% +194.79%
2023 +22.03%
2022 −23.21%
2021 +20.08%
2020 +17.14%
2019 +28.40%
2018 −6.33%
2017 +19.14%
2016 +9.56%
2015 +0.49%
2014 +12.67%
2013 +30.22%
2012 +13.85%
2011 −0.98%
2010 +13.21%
2009 +23.17%
2008 −37.08%
2007 +1.25%
2006 +12.80%
2005 +1.30%
2004 +7.24%
2003 +26.13%
2002 −23.97%
2001 −13.37%
2000 −12.04%
1999 +17.92%
1998 +26.58%
1997 +30.96%
1996 +18.91%
1995 +34.04%
1994 −1.46%
1993 +7.20%
1992 +5.21%
1991 +28.11%
1990 −8.36%
1989 +22.71%
1988 +10.03%
1987 −0.43%
1986 +8.10%
1985 +18.13%
1984 −0.25%
1983 +12.80%
1982 +14.86%
1981 −16.07%
1980 +13.66%
1979 −2.23%

Drawdowns

Thu 2024-02-22? to Fri 2026-01-23 Current
Drawdown
Worst
Drawdown
VFINX
×
−0.93% −19.13%
2025-04-08
Vanguard 500 Index Fund Investor Shares Mutual Fund
MSTY
×
−58.44% −60.84%
2025-12-31
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund