All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Mon 2014-12-15 to Wed 2025-01-15 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VFINX × |
+1.09%
2025-01-15 |
28.06 TRR
2025-01-15 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−0.10%
2025-01-15 |
0.03102 TRR
2025-01-15 |
||||
United States Dollar Currency | ||||||
Mon 2014-12-15 to Wed 2025-01-15 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VFINX × |
+164.93%
+10.14%/yr |
+9.70%/yr
(R2=0.909) |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−25.48%
−2.87%/yr |
−3.15%/yr
(R2=0.934) |
||||
United States Dollar Currency | ||||||
Mon 2014-12-15 to Wed 2025-01-15 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VFINX × |
$10,000.00
2014-12-15 |
$26,493.22
2025-01-15 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
$10,000.00
2014-12-15 |
$7,451.56
2025-01-15 |
||||
United States Dollar Currency | ||||||
Mon 2014-12-15 to Wed 2025-01-15 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VFINX × | −2.33% |
−33.79%
2020-03-23 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × | −26.04% |
−26.04%
2025-01-10 |
||||
United States Dollar Currency | ||||||