All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Fri 1993-01-29π¬ to Tue 2026-10-27 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VFINX × |
+1,271.28%
+8.07%/yr |
+6.37%/yr
R2=0.852 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| SPY × |
+1,249.96%
+8.02%/yr |
+6.37%/yr
R2=0.852 |
||||
| State Street SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| FBNDX × |
+80.30%
+1.76%/yr |
+2.07%/yr
R2=0.786 |
||||
| Fidelity Investment Grade Bond Fund Mutual Fund | ||||||
| VBMFX × |
+72.15%
+1.62%/yr |
+1.97%/yr
R2=0.703 |
||||
| Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund | ||||||
| VWELX × |
+1,076.57%
+7.58%/yr |
+6.88%/yr
R2=0.958 |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
| Fri 1993-01-29π¬ to Tue 2026-10-27 |
Start
Value |
End
Value |
|---|---|---|
| VFINX × |
$10,000.00
1993-01-29 |
$137,127.78
2026-10-27 |
| SPY × |
$10,000.00
1993-01-29 |
$134,995.52
2026-10-27 |
| FBNDX × |
$10,000.00
1993-01-29 |
$18,030.04
2026-10-27 |
| VBMFX × |
$10,000.00
1993-01-29 |
$17,214.76
2026-10-27 |
| VWELX × |
$10,000.00
1993-01-29 |
$117,656.77
2026-10-27 |
| YTD | YoY | |
|---|---|---|
| VFINX × | +9.07% | +8.99% |
| SPY × | +9.10% | +9.05% |
| FBNDX × | β5.15% | β5.12% |
| VBMFX × | β5.24% | β5.17% |
| VWELX × | +2.86% | +3.84% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| VFINX × |
β1.81%
on 2026-10-27 from 2026-08-13 peak |
β58.52%
on 2009-03-09 from 2000-03-23 peak |
| SPY × |
β1.83%
on 2026-10-27 from 2026-08-13 peak |
β58.55%
on 2009-03-09 from 2000-03-24 peak |
| FBNDX × |
β24.22%
on 2026-10-27 from 2020-08-06 peak |
β29.62%
on 2023-10-19 from 2020-08-06 peak |
| VBMFX × |
β26.46%
on 2026-10-27 from 2020-08-04 peak |
β30.93%
on 2023-10-19 from 2020-08-04 peak |
| VWELX × |
β1.65%
on 2026-10-27 from 2026-08-06 peak |
β37.24%
on 2009-03-09 from 2007-10-09 peak |
| Period ending Tue 2026-10-27 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| VFINX × | +8.99% |
+26.93% +12.66%/yr |
+76.86% +20.93%/yr |
+47.92% +8.14%/yr |
+202.39% +11.70%/yr |
| SPY × | +9.05% |
+27.03% +12.71%/yr |
+76.98% +20.96%/yr |
+48.25% +8.19%/yr |
+202.46% +11.70%/yr |
| FBNDX × | β5.12% |
β1.49% β0.75%/yr |
+6.71% +2.19%/yr |
β18.64% β4.04%/yr |
β13.41% β1.43%/yr |
| VBMFX × | β5.17% |
β1.76% β0.88%/yr |
+5.51% +1.81%/yr |
β19.92% β4.35%/yr |
β18.53% β2.03%/yr |
| VWELX × | +3.84% |
+17.97% +8.61%/yr |
+46.16% +13.49%/yr |
+18.56% +3.46%/yr |
+86.68% +6.44%/yr |