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