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

Total Real Returns

VFINX,SCHG: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Fri 2009-12-11? to Thu 2025-09-11 YTD
Return
TRR
Price
VFINX
×
+9.91%
2025-09-11
30.7 TRR
2025-09-11
Vanguard 500 Index Fund Investor Shares Mutual Fund
SCHG
×
+9.59%
2025-09-11
7.571 TRR
2025-09-11
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Returns

Fri 2009-12-11? to Thu 2025-09-11 Overall
Return
Exponential
Trendline
VFINX
×
+424.48%
+11.10%/yr
+10.69%/yr
(R2=0.969)
Vanguard 500 Index Fund Investor Shares Mutual Fund
SCHG
×
+657.07%
+13.71%/yr
+13.25%/yr
(R2=0.966)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Growth of $10,000

Fri 2009-12-11? to Thu 2025-09-11 Start
Value
End
Value
VFINX
×
$10,000.00
2009-12-11
$52,447.93
2025-09-11
Vanguard 500 Index Fund Investor Shares Mutual Fund
SCHG
×
$10,000.00
2009-12-11
$75,707.03
2025-09-11
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Annual Returns

Year VFINX SCHG
2025 (YTD) +9.91% +9.59%
2024 +21.34% +31.22%
2023 +22.03% +45.20%
2022 −23.21% −35.95%
2021 +20.08% +19.73%
2020 +17.14% +37.26%
2019 +28.40% +32.93%
2018 −6.33% −3.16%
2017 +19.14% +25.37%
2016 +9.56% +4.66%
2015 +0.50% +2.49%
2014 +12.67% +14.94%
2013 +30.22% +32.04%
2012 +13.85% +14.89%
2011 −0.99% −3.59%
2010 +13.22% +15.12%
2009 +23.17% +2.83%
2008 −37.08%
2007 +1.25%
2006 +12.80%
2005 +1.30%
2004 +7.24%
2003 +26.13%
2002 −23.97%
2001 −13.38%
2000 −12.04%
1999 +17.91%
1998 +26.59%
1997 +30.94%
1996 +18.93%
1995 +34.02%
1994 −1.45%
1993 +7.21%
1992 +5.18%
1991 +28.13%
1990 −8.35%
1989 +22.66%
1988 +10.06%
1987 −0.43%
1986 +8.10%
1985 +18.14%
1984 −0.29%
1983 +12.83%
1982 +14.85%
1981 −16.05%
1980 +13.65%
1979 −2.22%

Drawdowns

Fri 2009-12-11? to Thu 2025-09-11 Current
Drawdown
Worst
Drawdown
VFINX
×
0.00% −33.79%
2020-03-23
Vanguard 500 Index Fund Investor Shares Mutual Fund
SCHG
×
0.00% −38.95%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund