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