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

Total Real Returns

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

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

Returns

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

Growth of $10,000

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

Annual Returns

Year VFINX SCHG VUG
2025 (YTD) −5.57% −11.24% −10.73%
2024 +21.34% +31.15% +28.97%
2023 +22.03% +45.24% +42.08%
2022 −23.21% −35.94% −37.22%
2021 +20.08% +19.67% +18.98%
2020 +17.14% +37.31% +38.36%
2019 +28.40% +32.99% +33.97%
2018 −6.33% −3.20% −5.13%
2017 +19.14% +25.37% +25.08%
2016 +9.56% +4.66% +4.12%
2015 +0.49% +2.49% +2.49%
2014 +12.67% +14.93% +12.76%
2013 +30.22% +32.06% +30.51%
2012 +13.85% +14.89% +15.02%
2011 −0.98% −3.60% −1.11%
2010 +13.22% +15.12% +15.49%
2009 +23.17% +2.82% +32.53%
2008 −37.08% −38.08%
2007 +1.25% +8.09%
2006 +12.80% +6.51%
2005 +1.30% +1.53%
2004 +7.25% +2.17%
2003 +26.12%
2002 −23.98%
2001 −13.37%
2000 −12.04%
1999 +17.92%
1998 +26.59%
1997 +30.94%
1996 +18.93%
1995 +34.04%
1994 −1.47%
1993 +7.21%
1992 +5.20%
1991 +28.36%
1990 −8.90%
1989 +22.67%
1988 +10.06%
1987 −0.43%
1986 +8.08%
1985 +18.13%
1984 −0.25%
1983 +12.78%
1982 +14.84%
1981 −16.02%
1980 +13.64%
1979 −2.23%

Drawdowns

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