All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Mon 2000-11-13? to Fri 2026-05-15 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| VFINX × |
+5.55%
2026-05-15 |
33.79 TRR
2026-05-15 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| QQQ × |
+12.26%
2026-05-15 |
8.114 TRR
2026-05-15 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| VBIAX × |
+1.91%
2026-05-15 |
2.82 TRR
2026-05-15 |
||||
| Vanguard Balanced Index Fund Admiral Shares Mutual Fund | ||||||
| VSCGX × |
+0.41%
2026-05-15 |
3.764 TRR
2026-05-15 |
||||
| Vanguard Lifestrategy Conservative Growth Fund Investor Shares Mutual Fund | ||||||
| Mon 2000-11-13? to Fri 2026-05-15 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VFINX × |
+347.10%
+6.05%/yr |
+7.31%/yr
(R2=0.864) |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| QQQ × |
+525.09%
+7.45%/yr |
+11.37%/yr
(R2=0.889) |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| VBIAX × |
+181.98%
+4.15%/yr |
+5.05%/yr
(R2=0.926) |
||||
| Vanguard Balanced Index Fund Admiral Shares Mutual Fund | ||||||
| VSCGX × |
+99.57%
+2.75%/yr |
+3.07%/yr
(R2=0.896) |
||||
| Vanguard Lifestrategy Conservative Growth Fund Investor Shares Mutual Fund | ||||||
| Mon 2000-11-13? to Fri 2026-05-15 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VFINX × |
$10,000.00
2000-11-13 |
$44,709.53
2026-05-15 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| QQQ × |
$10,000.00
2000-11-13 |
$62,508.97
2026-05-15 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| VBIAX × |
$10,000.00
2000-11-13 |
$28,198.08
2026-05-15 |
||||
| Vanguard Balanced Index Fund Admiral Shares Mutual Fund | ||||||
| VSCGX × |
$10,000.00
2000-11-13 |
$19,956.62
2026-05-15 |
||||
| Vanguard Lifestrategy Conservative Growth Fund Investor Shares Mutual Fund | ||||||
| Mon 2000-11-13? to Fri 2026-05-15 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VFINX × |
−1.23%
from 2026-05-14 peak |
−56.04%
2009-03-09 from 2007-10-09 peak |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| QQQ × |
−1.52%
from 2026-05-14 peak |
−75.08%
2002-10-09 from 2000-11-15 peak |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| VBIAX × |
−1.04%
from 2026-05-14 peak |
−37.02%
2009-03-09 from 2007-10-09 peak |
||||
| Vanguard Balanced Index Fund Admiral Shares Mutual Fund | ||||||
| VSCGX × |
−1.94%
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 2026-05-15 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| VFINX × | +21.86% |
+34.34% +15.92%/yr |
+69.24% +19.17%/yr |
+52.22% +8.76%/yr |
+205.11% +11.80%/yr |
|
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| QQQ × | +32.08% |
+48.89% +22.04%/yr |
+101.06% +26.21%/yr |
+79.85% +12.45%/yr |
+419.00% +17.89%/yr |
|
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| VBIAX × | +13.01% |
+16.06% +7.74%/yr |
+29.39% +8.97%/yr |
+6.07% +1.19%/yr |
+64.34% +5.09%/yr |
|
| Vanguard Balanced Index Fund Admiral Shares Mutual Fund | ||||||
| VSCGX × | +8.71% |
+14.12% +6.83%/yr |
+21.99% +6.85%/yr |
+0.08% +0.02%/yr |
+31.15% +2.75%/yr |
|
| Vanguard Lifestrategy Conservative Growth Fund Investor Shares Mutual Fund | ||||||