All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Fri 1993-01-29💬 to Tue 2026-06-02 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| VFINX × |
+8.27%
2026-06-02 |
+24.68%
2026-06-02 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| SPY × |
+8.32%
2026-06-02 |
+24.73%
2026-06-02 |
||||
| SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund | ||||||
| FBNDX × |
−2.40%
2026-06-02 |
+1.43%
2026-06-02 |
||||
| Fidelity Investment Grade Bond Fund Mutual Fund | ||||||
| VBMFX × |
−2.98%
2026-06-02 |
+0.92%
2026-06-02 |
||||
| Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund | ||||||
| VWELX × |
+3.87%
2026-06-02 |
+16.80%
2026-06-02 |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
| Fri 1993-01-29💬 to Tue 2026-06-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VFINX × |
+1,261.17%
+8.15%/yr |
+6.29%/yr
(R2=0.848) |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| SPY × |
+1,240.21%
+8.10%/yr |
+6.29%/yr
(R2=0.848) |
||||
| SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund | ||||||
| FBNDX × |
+85.52%
+1.87%/yr |
+2.12%/yr
(R2=0.799) |
||||
| Fidelity Investment Grade Bond Fund Mutual Fund | ||||||
| VBMFX × |
+76.26%
+1.71%/yr |
+2.03%/yr
(R2=0.720) |
||||
| Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund | ||||||
| VWELX × |
+1,088.16%
+7.71%/yr |
+6.89%/yr
(R2=0.957) |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
| Fri 1993-01-29💬 to Tue 2026-06-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VFINX × |
$10,000.00
1993-01-29 |
$136,116.94
2026-06-02 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| SPY × |
$10,000.00
1993-01-29 |
$134,020.55
2026-06-02 |
||||
| SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund | ||||||
| FBNDX × |
$10,000.00
1993-01-29 |
$18,552.00
2026-06-02 |
||||
| Fidelity Investment Grade Bond Fund Mutual Fund | ||||||
| VBMFX × |
$10,000.00
1993-01-29 |
$17,625.86
2026-06-02 |
||||
| Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund | ||||||
| VWELX × |
$10,000.00
1993-01-29 |
$118,815.69
2026-06-02 |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
| Fri 1993-01-29💬 to Tue 2026-06-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VFINX × | — |
−58.52%
2009-03-09 from 2000-03-23 peak |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| SPY × | — |
−58.56%
2009-03-09 from 2000-03-24 peak |
||||
| SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund | ||||||
| FBNDX × |
−22.03%
from 2020-08-06 peak |
−29.62%
2023-10-19 from 2020-08-06 peak |
||||
| Fidelity Investment Grade Bond Fund Mutual Fund | ||||||
| VBMFX × |
−24.70%
from 2020-08-04 peak |
−30.93%
2023-10-19 from 2020-08-04 peak |
||||
| Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund | ||||||
| VWELX × | — |
−37.24%
2009-03-09 from 2007-10-09 peak |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
| Period ending Tue 2026-06-02 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| VFINX × | +24.68% |
+38.64% +17.71%/yr |
+67.74% +18.81%/yr |
+55.53% +9.24%/yr |
+204.60% +11.78%/yr |
|
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| SPY × | +24.73% |
+38.67% +17.72%/yr |
+67.92% +18.86%/yr |
+55.97% +9.30%/yr |
+204.83% +11.79%/yr |
|
| SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund | ||||||
| FBNDX × | +1.43% |
+4.49% +2.22%/yr |
+3.60% +1.18%/yr |
−17.50% −3.77%/yr |
−9.23% −0.96%/yr |
|
| Fidelity Investment Grade Bond Fund Mutual Fund | ||||||
| VBMFX × | +0.92% |
+3.44% +1.70%/yr |
+1.86% +0.61%/yr |
−19.38% −4.22%/yr |
−16.21% −1.75%/yr |
|
| Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund | ||||||
| VWELX × | +16.80% |
+27.05% +12.69%/yr |
+40.66% +12.04%/yr |
+23.59% +4.33%/yr |
+91.13% +6.69%/yr |
|
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||