All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Wed 2014-12-31 to Fri 2024-12-20 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VFINX × |
+22.19%
2024-12-20 |
27.94 TRR
2024-12-20 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−2.91%
2024-12-20 |
0.03102 TRR
2024-12-20 |
||||
United States Dollar Currency | ||||||
Wed 2014-12-31 to Fri 2024-12-20 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VFINX × |
+154.09%
+9.80%/yr |
+9.69%/yr
(R2=0.907) |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−25.71%
−2.94%/yr |
−3.15%/yr
(R2=0.933) |
||||
United States Dollar Currency | ||||||
Wed 2014-12-31 to Fri 2024-12-20 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VFINX × |
$10,000.00
2014-12-31 |
$25,408.80
2024-12-20 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
$10,000.00
2014-12-31 |
$7,429.42
2024-12-20 |
||||
United States Dollar Currency | ||||||
Wed 2014-12-31 to Fri 2024-12-20 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VFINX × | −2.67% |
−33.79%
2020-03-23 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × | −26.04% |
−26.04%
2024-12-16 |
||||
United States Dollar Currency | ||||||