All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Fri 2009-12-11? to Tue 2025-04-01 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| VFINX × |
−5.22%
2025-04-01 |
26.31 TRR
2025-04-01 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| SCHG × |
−10.56%
2025-04-01 |
6.179 TRR
2025-04-01 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| Fri 2009-12-11? to Tue 2025-04-01 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VFINX × |
+352.27%
+10.36%/yr |
+10.71%/yr
(R2=0.967) |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| SCHG × |
+517.87%
+12.64%/yr |
+13.23%/yr
(R2=0.964) |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| Fri 2009-12-11? to Tue 2025-04-01 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VFINX × |
$10,000.00
2009-12-11 |
$45,226.66
2025-04-01 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| SCHG × |
$10,000.00
2009-12-11 |
$61,787.03
2025-04-01 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| Year | VFINX | SCHG |
|---|---|---|
| 2025 (YTD) | −5.22% | −10.56% |
| 2024 | +21.35% | +31.19% |
| 2023 | +22.03% | +45.24% |
| 2022 | −23.21% | −35.94% |
| 2021 | +20.08% | +19.67% |
| 2020 | +17.14% | +37.31% |
| 2019 | +28.39% | +32.99% |
| 2018 | −6.33% | −3.20% |
| 2017 | +19.14% | +25.36% |
| 2016 | +9.56% | +4.66% |
| 2015 | +0.50% | +2.50% |
| 2014 | +12.67% | +14.93% |
| 2013 | +30.21% | +32.06% |
| 2012 | +13.85% | +14.89% |
| 2011 | −0.98% | −3.62% |
| 2010 | +13.22% | +15.14% |
| 2009 | +23.16% | +2.82% |
| 2008 | −37.08% | — |
| 2007 | +1.25% | — |
| 2006 | +12.80% | — |
| 2005 | +1.30% | — |
| 2004 | +7.25% | — |
| 2003 | +26.13% | — |
| 2002 | −23.98% | — |
| 2001 | −13.37% | — |
| 2000 | −12.04% | — |
| 1999 | +17.91% | — |
| 1998 | +26.59% | — |
| 1997 | +30.94% | — |
| 1996 | +18.92% | — |
| 1995 | +34.04% | — |
| 1994 | −1.45% | — |
| 1993 | +7.19% | — |
| 1992 | +5.20% | — |
| 1991 | +28.14% | — |
| 1990 | −8.90% | — |
| 1989 | +22.65% | — |
| 1988 | +10.07% | — |
| 1987 | −0.46% | — |
| 1986 | +8.14% | — |
| 1985 | +18.09% | — |
| 1984 | −0.25% | — |
| 1983 | +12.80% | — |
| 1982 | +14.87% | — |
| 1981 | −16.07% | — |
| 1980 | +13.66% | — |
| 1979 | −2.23% | — |
| Fri 2009-12-11? to Tue 2025-04-01 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VFINX × | −8.54% |
−33.79%
2020-03-23 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| SCHG × | −14.35% |
−38.93%
2023-01-05 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||