All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Fri 2009-12-11? to Mon 2025-03-31 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VFINX × |
−5.57%
2025-03-31 |
26.26 TRR
2025-03-31 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
SCHG × |
−11.24%
2025-03-31 |
6.13 TRR
2025-03-31 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
VUG × |
−10.73%
2025-03-31 |
5.433 TRR
2025-03-31 |
||||
Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund | ||||||
Fri 2009-12-11? to Mon 2025-03-31 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VFINX × |
+350.59%
+10.34%/yr |
+10.72%/yr
(R2=0.967) |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
SCHG × |
+512.97%
+12.58%/yr |
+13.23%/yr
(R2=0.964) |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
VUG × |
+466.66%
+12.00%/yr |
+12.62%/yr
(R2=0.960) |
||||
Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund | ||||||
Fri 2009-12-11? to Mon 2025-03-31 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VFINX × |
$10,000.00
2009-12-11 |
$45,059.17
2025-03-31 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
SCHG × |
$10,000.00
2009-12-11 |
$61,297.43
2025-03-31 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
VUG × |
$10,000.00
2009-12-11 |
$56,665.65
2025-03-31 |
||||
Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund | ||||||
Fri 2009-12-11? to Mon 2025-03-31 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VFINX × | −8.88% |
−33.79%
2020-03-23 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
SCHG × | −15.03% |
−38.93%
2023-01-05 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
VUG × | −14.32% |
−40.05%
2022-11-03 |
||||
Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund | ||||||