All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 1986-03-13? to Fri 2024-09-20 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VFINX × |
+17.42%
2024-09-20 |
26.85 TRR
2024-09-20 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−2.72%
2024-09-20 |
0.03108 TRR
2024-09-20 |
||||
United States Dollar Currency | ||||||
DE × |
−0.46%
2024-09-20 |
88.43 TRR
2024-09-20 |
||||
Deere & Company NYSE Common Stock | ||||||
CAT × |
+22.90%
2024-09-20 |
25.95 TRR
2024-09-20 |
||||
Caterpillar Inc NYSE Common Stock | ||||||
MSFT × |
+13.26%
2024-09-20 |
2510.21 TRR
2024-09-20 |
||||
Microsoft Corporation NASDAQ Common Stock | ||||||
Thu 1986-03-13? to Fri 2024-09-20 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VFINX × |
+1,594.57%
+7.62%/yr |
+6.70%/yr
(R2=0.900) |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−65.40%
−2.72%/yr |
−2.43%/yr
(R2=0.985) |
||||
United States Dollar Currency | ||||||
DE × |
+6,203.62%
+11.36%/yr |
+11.42%/yr
(R2=0.958) |
||||
Deere & Company NYSE Common Stock | ||||||
CAT × |
+3,178.40%
+9.48%/yr |
+9.44%/yr
(R2=0.940) |
||||
Caterpillar Inc NYSE Common Stock | ||||||
MSFT × |
+250,920.76%
+22.53%/yr |
+16.18%/yr
(R2=0.842) |
||||
Microsoft Corporation NASDAQ Common Stock | ||||||
Thu 1986-03-13? to Fri 2024-09-20 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VFINX × |
$10,000.00
1986-03-13 |
$169,457.29
2024-09-20 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
$10,000.00
1986-03-13 |
$3,460.21
2024-09-20 |
||||
United States Dollar Currency | ||||||
DE × |
$10,000.00
1986-03-13 |
$630,361.86
2024-09-20 |
||||
Deere & Company NYSE Common Stock | ||||||
CAT × |
$10,000.00
1986-03-13 |
$327,840.00
2024-09-20 |
||||
Caterpillar Inc NYSE Common Stock | ||||||
MSFT × |
$10,000.00
1986-03-13 |
$25,102,076.12
2024-09-20 |
||||
Microsoft Corporation NASDAQ Common Stock | ||||||
Thu 1986-03-13? to Fri 2024-09-20 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VFINX × | −0.20% |
−58.52%
2009-03-09 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × | −65.55% |
−65.55%
2024-09-16 |
||||
United States Dollar Currency | ||||||
DE × | −12.64% |
−73.49%
2009-03-02 |
||||
Deere & Company NYSE Common Stock | ||||||
CAT × | −2.85% |
−73.92%
2009-03-02 |
||||
Caterpillar Inc NYSE Common Stock | ||||||
MSFT × | −7.03% |
−75.76%
2009-03-09 |
||||
Microsoft Corporation NASDAQ Common Stock | ||||||