All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Mon 2000-11-13💬 to Fri 2026-06-12 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| VFINX × |
+7.07%
2026-06-12 |
+19.20%
2026-06-12 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| QQQ × |
+17.06%
2026-06-12 |
+30.29%
2026-06-12 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| VBIAX × |
+2.35%
2026-06-12 |
+11.78%
2026-06-12 |
||||
| Vanguard Balanced Index Fund Admiral Shares Mutual Fund | ||||||
| VSCGX × |
+1.94%
2026-06-12 |
+7.91%
2026-06-12 |
||||
| Vanguard Lifestrategy Conservative Growth Fund Investor Shares Mutual Fund | ||||||
| Mon 2000-11-13💬 to Fri 2026-06-12 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VFINX × |
+346.20%
+6.02%/yr |
+7.33%/yr
(R2=0.865) |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| QQQ × |
+532.18%
+7.48%/yr |
+11.40%/yr
(R2=0.890) |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| VBIAX × |
+183.20%
+4.15%/yr |
+5.06%/yr
(R2=0.926) |
||||
| Vanguard Balanced Index Fund Admiral Shares Mutual Fund | ||||||
| VSCGX × |
+101.19%
+2.77%/yr |
+3.07%/yr
(R2=0.897) |
||||
| Vanguard Lifestrategy Conservative Growth Fund Investor Shares Mutual Fund | ||||||
| Mon 2000-11-13💬 to Fri 2026-06-12 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VFINX × |
$10,000.00
2000-11-13 |
$44,620.04
2026-06-12 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| QQQ × |
$10,000.00
2000-11-13 |
$63,218.26
2026-06-12 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| VBIAX × |
$10,000.00
2000-11-13 |
$28,320.24
2026-06-12 |
||||
| Vanguard Balanced Index Fund Admiral Shares Mutual Fund | ||||||
| VSCGX × |
$10,000.00
2000-11-13 |
$20,118.83
2026-06-12 |
||||
| Vanguard Lifestrategy Conservative Growth Fund Investor Shares Mutual Fund | ||||||
| Mon 2000-11-13💬 to Fri 2026-06-12 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VFINX × |
−2.40%
from 2026-06-02 peak |
−56.04%
2009-03-09 from 2007-10-09 peak |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| QQQ × |
−3.43%
from 2026-06-02 peak |
−75.08%
2002-10-09 from 2000-11-15 peak |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| VBIAX × |
−1.38%
from 2026-06-02 peak |
−37.02%
2009-03-09 from 2007-10-09 peak |
||||
| Vanguard Balanced Index Fund Admiral Shares Mutual Fund | ||||||
| VSCGX × |
−1.14%
from 2026-02-25 peak |
−31.76%
2009-03-09 from 2007-10-31 peak |
||||
| Vanguard Lifestrategy Conservative Growth Fund Investor Shares Mutual Fund | ||||||
| Period ending Fri 2026-06-12 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| VFINX × | +19.20% |
+31.27% +14.57%/yr |
+61.22% +17.26%/yr |
+50.29% +8.49%/yr |
+197.82% +11.53%/yr |
|
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| QQQ × | +30.29% |
+43.97% +19.99%/yr |
+84.81% +22.72%/yr |
+75.33% +11.88%/yr |
+410.07% +17.70%/yr |
|
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| VBIAX × | +11.78% |
+15.35% +7.40%/yr |
+26.79% +8.23%/yr |
+5.30% +1.04%/yr |
+62.39% +4.97%/yr |
|
| Vanguard Balanced Index Fund Admiral Shares Mutual Fund | ||||||
| VSCGX × | +7.91% |
+14.83% +7.16%/yr |
+22.26% +6.93%/yr |
−0.18% −0.04%/yr |
+30.94% +2.73%/yr |
|
| Vanguard Lifestrategy Conservative Growth Fund Investor Shares Mutual Fund | ||||||