All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Fri 2023-12-29 to Fri 2024-08-23? | ||||||
---|---|---|---|---|---|---|
VFINX × | ||||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × | ||||||
United States Dollar Currency | ||||||
Fri 2023-12-29 to Fri 2024-08-23? |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VFINX × |
+16.07%
+25.70%/yr |
+22.13%/yr
(R2=0.788) |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−2.53%
−3.86%/yr |
−3.87%/yr
(R2=0.871) |
||||
United States Dollar Currency | ||||||
Fri 2023-12-29 to Fri 2024-08-23? |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VFINX × |
$10,000.00
2023-12-29 |
$11,607.25
2024-08-23 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
$10,000.00
2023-12-29 |
$9,746.84
2024-08-23 |
||||
United States Dollar Currency | ||||||
Fri 2023-12-29 to Fri 2024-08-23? |
Final
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VFINX × | −0.57% |
−8.52%
2024-08-05 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × | −2.53% |
−2.53%
2024-08-21 |
||||
United States Dollar Currency | ||||||