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

Total Real Returns

VFINX vs. ULTI: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Growth of $10,000

Fri 2025-10-31💬 to Fri 2026-10-02 Overall
Return
Exponential
Trendline
VFINX
×
+10.10%
+11.03%/yr
+14.57%/yr
R2=0.641
Vanguard 500 Index Fund Investor Shares Mutual Fund
ULTI
×
−51.89%
−54.86%/yr
−37.50%/yr
R2=0.430
REX IncomeMax Option Strategy ETF NASDAQ Exchange-Traded Fund

Growth of $10,000 Summary

Fri 2025-10-31💬 to Fri 2026-10-02 Start
Value
End
Value
VFINX
×
$10,000.00
2025-10-31
$11,010.02
2026-10-02
ULTI
×
$10,000.00
2025-10-31
$4,810.98
2026-10-02

This Year’s Performance

through 2026-10-02

  YTD YoY
VFINX
×
+9.65% +12.32%
ULTI
×
−22.12% —

Drawdowns

  Current
Drawdown
Worst
Drawdown
VFINX
×
−1.29%
on 2026-10-02
from 2026-08-13 peak
−10.42%
on 2026-03-30
from 2026-01-12 peak
ULTI
×
−51.89%
on 2026-10-02
−57.67%
on 2026-09-15

Rolling Returns

Period ending Fri 2026-10-02 1 yr 2 yr 3 yr 5 yr 10 yr
VFINX
×
+12.32% +29.77%
+13.91%/yr
+70.88%
+19.55%/yr
+54.36%
+9.07%/yr
+199.04%
+11.58%/yr
ULTI
×
— — — — —

Annual Returns

Year VFINX ULTI
2026 (YTD) +9.65% −22.12%
2025 +14.65% −38.23%
2024 +21.34% —
2023 +22.03% —
2022 −23.21% —
2021 +20.08% —
2020 +17.14% —
2019 +28.40% —
2018 −6.33% —
2017 +19.14% —
2016 +9.56% —
2015 +0.50% —
2014 +12.67% —
2013 +30.21% —
2012 +13.85% —
2011 −0.98% —
2010 +13.22% —
2009 +23.17% —
2008 −37.08% —
2007 +1.25% —
2006 +12.80% —
2005 +1.30% —
2004 +7.25% —
2003 +26.13% —
2002 −23.98% —
2001 −13.38% —
2000 −12.04% —
1999 +17.92% —
1998 +26.58% —
1997 +30.95% —
1996 +18.92% —
1995 +34.04% —
1994 −1.46% —
1993 +7.21% —
1992 +5.19% —
1991 +28.13% —
1990 −8.35% —
1989 +22.68% —
1988 +10.06% —
1987 −0.44% —
1986 +8.11% —
1985 +18.12% —
1984 −0.27% —
1983 +12.80% —
1982 +14.85% —
1981 −16.04% —
1980 +13.66% —
1979 −2.24% —