All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Wed 2018-05-16? to Fri 2025-09-05 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| VFINX × |
+8.25%
2025-09-05 |
30.23 TRR
2025-09-05 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| PFFA × |
+4.13%
2025-09-05 |
1.343 TRR
2025-09-05 |
||||
| Virtus InfraCap U.S. Preferred Stock Exchange-Traded Fund | ||||||
| Wed 2018-05-16? to Fri 2025-09-05 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VFINX × |
+106.90%
+10.46%/yr |
+9.27%/yr
(R2=0.792) |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| PFFA × |
+34.25%
+4.11%/yr |
+2.73%/yr
(R2=0.174) |
||||
| Virtus InfraCap U.S. Preferred Stock Exchange-Traded Fund | ||||||
| Wed 2018-05-16? to Fri 2025-09-05 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VFINX × |
$10,000.00
2018-05-16 |
$20,690.27
2025-09-05 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| PFFA × |
$10,000.00
2018-05-16 |
$13,425.08
2025-09-05 |
||||
| Virtus InfraCap U.S. Preferred Stock Exchange-Traded Fund | ||||||
| Year | VFINX | PFFA |
|---|---|---|
| 2025 (YTD) | +8.25% | +4.13% |
| 2024 | +21.34% | +12.85% |
| 2023 | +22.03% | +22.33% |
| 2022 | −23.21% | −25.69% |
| 2021 | +20.08% | +15.38% |
| 2020 | +17.14% | −9.09% |
| 2019 | +28.40% | +29.05% |
| 2018 | −6.33% | −7.16% |
| 2017 | +19.14% | — |
| 2016 | +9.56% | — |
| 2015 | +0.50% | — |
| 2014 | +12.67% | — |
| 2013 | +30.22% | — |
| 2012 | +13.85% | — |
| 2011 | −0.99% | — |
| 2010 | +13.22% | — |
| 2009 | +23.17% | — |
| 2008 | −37.08% | — |
| 2007 | +1.25% | — |
| 2006 | +12.81% | — |
| 2005 | +1.30% | — |
| 2004 | +7.24% | — |
| 2003 | +26.13% | — |
| 2002 | −23.98% | — |
| 2001 | −13.38% | — |
| 2000 | −12.04% | — |
| 1999 | +17.92% | — |
| 1998 | +26.58% | — |
| 1997 | +30.95% | — |
| 1996 | +18.92% | — |
| 1995 | +34.02% | — |
| 1994 | −1.45% | — |
| 1993 | +7.20% | — |
| 1992 | +5.19% | — |
| 1991 | +28.13% | — |
| 1990 | −8.34% | — |
| 1989 | +22.66% | — |
| 1988 | +10.07% | — |
| 1987 | −0.46% | — |
| 1986 | +8.11% | — |
| 1985 | +18.11% | — |
| 1984 | −0.25% | — |
| 1983 | +12.80% | — |
| 1982 | +14.86% | — |
| 1981 | −16.06% | — |
| 1980 | +13.67% | — |
| 1979 | −2.22% | — |
| Wed 2018-05-16? to Fri 2025-09-05 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VFINX × | −0.32% |
−33.79%
2020-03-23 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| PFFA × | 0.00% |
−70.51%
2020-03-18 |
||||
| Virtus InfraCap U.S. Preferred Stock Exchange-Traded Fund | ||||||