All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Fri 2009-12-11? to Thu 2024-10-03 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| VFINX × |
+17.29%
2024-10-03 |
26.83 TRR
2024-10-03 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| SCHG × |
+21.01%
2024-10-03 |
6.389 TRR
2024-10-03 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| Fri 2009-12-11? to Thu 2024-10-03 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VFINX × |
+361.22%
+10.87%/yr |
+10.69%/yr
(R2=0.964) |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| SCHG × |
+538.86%
+13.34%/yr |
+13.15%/yr
(R2=0.961) |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| Fri 2009-12-11? to Thu 2024-10-03 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VFINX × |
$10,000.00
2009-12-11 |
$46,122.22
2024-10-03 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| SCHG × |
$10,000.00
2009-12-11 |
$63,885.79
2024-10-03 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| Year | VFINX | SCHG |
|---|---|---|
| 2024 (YTD) | +17.29% | +21.01% |
| 2023 | +22.03% | +45.24% |
| 2022 | −23.21% | −35.94% |
| 2021 | +20.08% | +19.69% |
| 2020 | +17.14% | +37.28% |
| 2019 | +28.40% | +32.98% |
| 2018 | −6.33% | −3.22% |
| 2017 | +19.14% | +25.41% |
| 2016 | +9.56% | +4.90% |
| 2015 | +0.50% | +2.50% |
| 2014 | +12.67% | +14.95% |
| 2013 | +30.21% | +32.05% |
| 2012 | +13.85% | +14.85% |
| 2011 | −0.99% | −3.57% |
| 2010 | +13.22% | +15.09% |
| 2009 | +23.16% | +2.86% |
| 2008 | −37.08% | — |
| 2007 | +1.25% | — |
| 2006 | +12.81% | — |
| 2005 | +1.29% | — |
| 2004 | +7.25% | — |
| 2003 | +26.12% | — |
| 2002 | −23.97% | — |
| 2001 | −13.38% | — |
| 2000 | −12.04% | — |
| 1999 | +17.91% | — |
| 1998 | +26.58% | — |
| 1997 | +30.95% | — |
| 1996 | +18.93% | — |
| 1995 | +34.06% | — |
| 1994 | −1.46% | — |
| 1993 | +7.21% | — |
| 1992 | +5.17% | — |
| 1991 | +28.14% | — |
| 1990 | −8.90% | — |
| 1989 | +22.68% | — |
| 1988 | +10.05% | — |
| 1987 | −0.43% | — |
| 1986 | +8.09% | — |
| 1985 | +18.10% | — |
| 1984 | −0.25% | — |
| 1983 | +12.80% | — |
| 1982 | +14.87% | — |
| 1981 | −16.06% | — |
| 1980 | +13.67% | — |
| 1979 | −2.24% | — |
| Fri 2009-12-11? to Thu 2024-10-03 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VFINX × | −1.10% |
−33.79%
2020-03-23 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| SCHG × | −2.90% |
−38.93%
2023-01-05 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||