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

Total Real Returns

VFINX,QQQ,VBIAX,VSCGX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

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

Returns

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

Growth of $10,000

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

Annual Returns

Year VFINX QQQ VBIAX VSCGX
2026 (YTD) +5.55% +12.26% +1.91% +0.41%
2025 +14.65% +17.63% +9.16% +9.93%
2024 +21.34% +22.06% +7.98% +4.51%
2023 +22.03% +49.84% +11.11% +8.85%
2022 −23.21% −36.68% −22.60% −20.17%
2021 +20.08% +19.04% +4.77% −0.93%
2020 +17.14% +46.63% +13.64% +10.01%
2019 +28.40% +35.86% +18.86% +13.11%
2018 −6.33% −2.00% −4.68% −4.77%
2017 +19.14% +29.92% +11.54% +8.69%
2016 +9.56% +4.92% +6.56% +3.76%
2015 +0.50% +8.64% −0.23% −0.90%
2014 +12.67% +18.29% +9.17% +6.16%
2013 +30.21% +34.61% +16.36% +7.47%
2012 +13.85% +16.10% +9.59% +7.32%
2011 −0.98% +0.40% +1.29% −1.16%
2010 +13.22% +18.14% +11.62% +9.50%
2009 +23.17% +50.60% +16.97% +13.98%
2008 −37.08% −41.78% −22.20% −19.59%
2007 +1.25% +14.35% +2.13% +2.77%
2006 +12.80% +4.51% +8.34% +7.90%
2005 +1.30% −1.79% +1.32% +0.99%
2004 +7.25% +7.04% +7.19% +5.98%
2003 +26.13% +46.91% +17.80% +14.42%
2002 −23.98% −38.82% −11.61% −7.57%
2001 −13.38% −34.36% −4.62% −1.53%
2000 −12.04% −38.21% −0.16% −0.24%
1999 +17.92% +75.08% +5.13%
1998 +26.58% +19.45%
1997 +30.95% +14.61%
1996 +18.92% +6.83%
1995 +34.04% +20.84%
1994 −1.46% +2.86%
1993 +7.21%
1992 +5.19%
1991 +28.13%
1990 −8.35%
1989 +22.68%
1988 +10.06%
1987 −0.44%
1986 +8.11%
1985 +18.12%
1984 −0.27%
1983 +12.80%
1982 +14.85%
1981 −16.04%
1980 +13.66%
1979 −2.23%

Drawdowns

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

Rolling Returns

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