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 2025-05-16 YTD
Return
TRR
Price
VFINX
×
+0.10%
2025-05-16
27.76 TRR
2025-05-16
Vanguard 500 Index Fund Investor Shares Mutual Fund
QQQ
×
+0.49%
2025-05-16
6.17 TRR
2025-05-16
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VBIAX
×
+0.25%
2025-05-16
2.795 TRR
2025-05-16
Vanguard Balanced Index Fund Admiral Shares Mutual Fund
VSCGX
×
+1.79%
2025-05-16
2.861 TRR
2025-05-16
Vanguard Lifestrategy Conservative Growth Fund Investor Shares Mutual Fund

Returns

Mon 2000-11-13? to Fri 2025-05-16 Overall
Return
Exponential
Trendline
VFINX
×
+269.51%
+5.48%/yr
+7.05%/yr
(R2=0.849)
Vanguard 500 Index Fund Investor Shares Mutual Fund
QQQ
×
+375.31%
+6.57%/yr
+11.07%/yr
(R2=0.876)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VBIAX
×
+179.48%
+4.28%/yr
+5.26%/yr
(R2=0.925)
Vanguard Balanced Index Fund Admiral Shares Mutual Fund
VSCGX
×
+54.97%
+1.80%/yr
+2.43%/yr
(R2=0.814)
Vanguard Lifestrategy Conservative Growth Fund Investor Shares Mutual Fund

Growth of $10,000

Mon 2000-11-13? to Fri 2025-05-16 Start
Value
End
Value
VFINX
×
$10,000.00
2000-11-13
$36,950.69
2025-05-16
Vanguard 500 Index Fund Investor Shares Mutual Fund
QQQ
×
$10,000.00
2000-11-13
$47,531.44
2025-05-16
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VBIAX
×
$10,000.00
2000-11-13
$27,948.13
2025-05-16
Vanguard Balanced Index Fund Admiral Shares Mutual Fund
VSCGX
×
$10,000.00
2000-11-13
$15,497.42
2025-05-16
Vanguard Lifestrategy Conservative Growth Fund Investor Shares Mutual Fund

Annual Returns

Year VFINX QQQ VBIAX VSCGX
2025 (YTD) +0.10% +0.49% +0.25% +1.79%
2024 +21.34% +22.06% +11.37% +0.58%
2023 +22.03% +49.84% +13.75% +6.37%
2022 −23.21% −36.68% −21.95% −20.73%
2021 +20.08% +19.04% +6.70% −3.06%
2020 +17.14% +46.62% +14.83% +8.32%
2019 +28.40% +35.86% +19.09% +13.06%
2018 −6.33% −1.99% −4.69% −5.79%
2017 +19.14% +29.92% +11.54% +8.41%
2016 +9.56% +4.92% +6.55% +3.50%
2015 +0.49% +8.64% −0.24% −1.87%
2014 +12.67% +18.29% +9.16% +3.56%
2013 +30.22% +34.62% +16.35% +6.94%
2012 +13.85% +16.10% +9.62% +5.18%
2011 −0.99% +0.40% +1.28% −1.39%
2010 +13.22% +18.14% +11.62% +9.33%
2009 +23.16% +50.61% +16.94% +13.97%
2008 −37.08% −41.78% −22.20% −19.56%
2007 +1.25% +14.36% +2.17% +2.69%
2006 +12.80% +4.50% +8.33% +7.94%
2005 +1.30% −1.78% +1.30% +0.98%
2004 +7.24% +7.04% +7.19% +5.94%
2003 +26.13% +46.92% +17.84% +14.45%
2002 −23.98% −38.83% −11.60% −7.59%
2001 −13.37% −34.36% −4.45% −1.79%
2000 −12.04% −38.21% −0.17% +2.12%
1999 +17.91% +75.08% +6.80%
1998 +26.59% +17.88%
1997 +30.95% +12.99%
1996 +18.92% +5.10%
1995 +34.03% +20.84%
1994 −1.44% +2.86%
1993 +7.20%
1992 +5.18%
1991 +28.13%
1990 −8.89%
1989 +22.68%
1988 +10.03%
1987 −0.43%
1986 +8.11%
1985 +18.10%
1984 −0.25%
1983 +12.79%
1982 +14.86%
1981 −16.05%
1980 +13.66%
1979 −2.22%

Drawdowns

Mon 2000-11-13? to Fri 2025-05-16 Current
Drawdown
Worst
Drawdown
VFINX
×
−3.49% −56.04%
2009-03-09
Vanguard 500 Index Fund Investor Shares Mutual Fund
QQQ
×
−4.48% −75.08%
2002-10-09
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VBIAX
×
−3.00% −37.01%
2009-03-09
Vanguard Balanced Index Fund Admiral Shares Mutual Fund
VSCGX
×
−17.33% −31.79%
2009-03-09
Vanguard Lifestrategy Conservative Growth Fund Investor Shares Mutual Fund