All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Fri 2004-12-31 to Fri 2025-05-09 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VFINX × |
−4.85%
2025-05-09 |
26.4 TRR
2025-05-09 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−1.57%
2025-05-09 |
0.03056 TRR
2025-05-09 |
||||
United States Dollar Currency | ||||||
Fri 2004-12-31 to Fri 2025-05-09 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VFINX × |
+303.10%
+7.09%/yr |
+8.52%/yr
(R2=0.887) |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−40.65%
−2.53%/yr |
−2.18%/yr
(R2=0.947) |
||||
United States Dollar Currency | ||||||
Fri 2004-12-31 to Fri 2025-05-09 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VFINX × |
$10,000.00
2004-12-31 |
$40,309.80
2025-05-09 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
$10,000.00
2004-12-31 |
$5,934.72
2025-05-09 |
||||
United States Dollar Currency | ||||||
Fri 2004-12-31 to Fri 2025-05-09 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VFINX × | −8.17% |
−56.04%
2009-03-09 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × | −40.65% |
−40.65%
2025-05-05 |
||||
United States Dollar Currency | ||||||