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

Total Real Returns

VFINX,USDOLLAR,CAT: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Mon 1980-03-17? to Mon 2025-01-13 YTD
Return
TRR
Price
VFINX
×
−0.83%
2025-01-13
27.48 TRR
2025-01-13
Vanguard 500 Index Fund Investor Shares Mutual Fund
USDOLLAR
×
−0.10%
2025-01-13
0.03096 TRR
2025-01-13
United States Dollar Currency
CAT
×
−0.17%
2025-01-13
25.47 TRR
2025-01-13
Caterpillar Inc NYSE Common Stock

Returns

Mon 1980-03-17? to Mon 2025-01-13 Overall
Return
Exponential
Trendline
VFINX
×
+2,942.57%
+7.92%/yr
+7.15%/yr
(R2=0.934)
Vanguard 500 Index Fund Investor Shares Mutual Fund
USDOLLAR
×
−74.87%
−3.03%/yr
−2.62%/yr
(R2=0.981)
United States Dollar Currency
CAT
×
+2,447.43%
+7.49%/yr
+8.37%/yr
(R2=0.909)
Caterpillar Inc NYSE Common Stock

Growth of $10,000

Mon 1980-03-17? to Mon 2025-01-13 Start
Value
End
Value
VFINX
×
$10,000.00
1980-03-17
$304,257.48
2025-01-13
Vanguard 500 Index Fund Investor Shares Mutual Fund
USDOLLAR
×
$10,000.00
1980-03-17
$2,513.19
2025-01-13
United States Dollar Currency
CAT
×
$10,000.00
1980-03-17
$254,743.50
2025-01-13
Caterpillar Inc NYSE Common Stock

Annual Returns

Year VFINX USDOLLAR CAT
2025 (YTD) −0.83% −0.10% −0.17%
2024 +21.11% −3.00% +20.93%
2023 +22.03% −3.19% +21.87%
2022 −23.21% −6.08% +11.39%
2021 +20.08% −6.58% +8.33%
2020 +17.14% −1.38% +25.26%
2019 +28.40% −2.22% +16.84%
2018 −6.33% −1.87% −19.10%
2017 +19.15% −2.06% +71.40%
2016 +9.56% −2.02% +39.24%
2015 +0.50% −0.74% −23.54%
2014 +12.67% −0.74% +2.70%
2013 +30.21% −1.52% +1.89%
2012 +13.85% −1.71% −0.13%
2011 −0.98% −2.84% −4.30%
2010 +13.21% −1.50% +66.05%
2009 +23.17% −2.66% +29.70%
2008 −37.08% −0.07% −36.87%
2007 +1.25% −3.95% +15.74%
2006 +12.81% −2.43% +5.22%
2005 +1.30% −3.31% +15.62%
2004 +7.24% −3.15% +13.74%
2003 +26.12% −1.89% +78.27%
2002 −23.97% −2.29% −14.54%
2001 −13.37% −1.54% +8.74%
2000 −12.04% −3.30% −2.75%
1999 +17.92% −2.59% −0.37%
1998 +26.57% −1.58% −6.66%
1997 +30.95% −1.70% +26.74%
1996 +18.92% −3.20% +23.98%
1995 +34.04% −2.46% +3.95%
1994 −1.46% −2.63% +20.61%
1993 +7.20% −2.69% +61.56%
1992 +5.19% −2.79% +18.77%
1991 +28.13% −3.00% −9.42%
1990 −8.92% −5.74% −23.46%
1989 +22.70% −4.45% −13.06%
1988 +10.05% −4.23% −1.78%
1987 −0.43% −4.22% +47.99%
1986 +8.09% −1.10% −5.50%
1985 +18.15% −3.66% +30.53%
1984 −0.30% −3.81% −36.87%
1983 +12.80% −3.64% +13.45%
1982 +14.86% −3.68% −30.39%
1981 −16.06% −8.21% −12.11%
1980 +13.66% −11.12% +13.70%
1979 −2.19% −11.72%
1978 −8.28%
1977 −6.29%
1976 −4.63%
1975 −6.49%
1974 −10.98%
1973 −8.02%
1972 −3.29%
1971 −3.17%
1970 −5.28%
1969 −5.83%
1968 −4.51%
1967 −2.95%
1966 −3.35%
1965 −1.93%
1964 −0.88%
1963 −1.63%
1962 −1.33%
1961 −0.66%
1960 −1.39%
1959 −1.64%
1958 −1.79%
1957 −2.79%
1956 −2.88%
1955 −0.34%
1954 +0.68%
1953 −0.68%
1952 −0.75%
1951 −5.69%
1950 −5.59%
1949 +2.13%
1948 −2.96%
1947 −8.08%
1946 −15.35%
1945 −2.19%
1944 −2.25%
1943 −2.88%
1942 −8.28%
1941 −9.04%
1940 −0.71%
1939 +0.00%
1938 +2.87%
1937 −2.79%
1936 −1.44%
1935 −2.88%
1934 −1.50%
1933 −0.75%
1932 +11.44%
1931 +10.27%
1930 +6.85%
1929 −0.59%
1928 +1.15%
1927 +2.35%
1926 +1.13%
1925 −3.39%
1924 +0.00%
1923 −2.30%
1922 +2.35%
1921 +12.13%
1920 −2.57%
1919 −12.67%
1918 −16.97%
1917 −15.35%
1916 −11.19%
1915 −1.95%
1914 −0.98%
1913 −2.01%

Drawdowns

Mon 1980-03-17? to Mon 2025-01-13 Current
Drawdown
Worst
Drawdown
VFINX
×
−4.34% −58.52%
2009-03-09
Vanguard 500 Index Fund Investor Shares Mutual Fund
USDOLLAR
×
−74.87% −74.87%
2025-01-07
United States Dollar Currency
CAT
×
−13.29% −73.92%
2009-03-02
Caterpillar Inc NYSE Common Stock