All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 1986-03-13? to Fri 2025-01-10 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VFINX × |
−0.96%
2025-01-10 |
27.43 TRR
2025-01-10 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−0.10%
2025-01-10 |
0.03096 TRR
2025-01-10 |
||||
United States Dollar Currency | ||||||
DE × |
−3.64%
2025-01-10 |
89.32 TRR
2025-01-10 |
||||
Deere & Company NYSE Common Stock | ||||||
CAT × |
−3.31%
2025-01-10 |
24.68 TRR
2025-01-10 |
||||
Caterpillar Inc NYSE Common Stock | ||||||
MSFT × |
−0.68%
2025-01-10 |
2414.7 TRR
2025-01-10 |
||||
Microsoft Corporation NASDAQ Common Stock | ||||||
Thu 1986-03-13? to Fri 2025-01-10 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VFINX × |
+1,631.02%
+7.62%/yr |
+6.73%/yr
(R2=0.902) |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−65.53%
−2.71%/yr |
−2.44%/yr
(R2=0.985) |
||||
United States Dollar Currency | ||||||
DE × |
+6,266.99%
+11.29%/yr |
+11.45%/yr
(R2=0.959) |
||||
Deere & Company NYSE Common Stock | ||||||
CAT × |
+3,020.00%
+9.26%/yr |
+9.49%/yr
(R2=0.941) |
||||
Caterpillar Inc NYSE Common Stock | ||||||
MSFT × |
+241,369.74%
+22.21%/yr |
+16.19%/yr
(R2=0.845) |
||||
Microsoft Corporation NASDAQ Common Stock | ||||||
Thu 1986-03-13? to Fri 2025-01-10 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VFINX × |
$10,000.00
1986-03-13 |
$173,101.67
2025-01-10 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
$10,000.00
1986-03-13 |
$3,447.09
2025-01-10 |
||||
United States Dollar Currency | ||||||
DE × |
$10,000.00
1986-03-13 |
$636,699.39
2025-01-10 |
||||
Deere & Company NYSE Common Stock | ||||||
CAT × |
$10,000.00
1986-03-13 |
$312,000.00
2025-01-10 |
||||
Caterpillar Inc NYSE Common Stock | ||||||
MSFT × |
$10,000.00
1986-03-13 |
$24,146,974.06
2025-01-10 |
||||
Microsoft Corporation NASDAQ Common Stock | ||||||
Thu 1986-03-13? to Fri 2025-01-10 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VFINX × | −4.46% |
−58.52%
2009-03-09 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × | −65.68% |
−65.68%
2025-01-06 |
||||
United States Dollar Currency | ||||||
DE × | −12.25% |
−73.49%
2009-03-02 |
||||
Deere & Company NYSE Common Stock | ||||||
CAT × | −16.02% |
−73.92%
2009-03-02 |
||||
Caterpillar Inc NYSE Common Stock | ||||||
MSFT × | −10.68% |
−75.73%
2009-03-09 |
||||
Microsoft Corporation NASDAQ Common Stock | ||||||