All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Wed 2014-12-31 to Fri 2025-04-04 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VFINX × |
−14.63%
2025-04-04 |
23.7 TRR
2025-04-04 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−1.38%
2025-04-04 |
0.03063 TRR
2025-04-04 |
||||
United States Dollar Currency | ||||||
Date | -- |
---|---|
VFINX | -- |
VFINX (Trendline) | -- |
USDOLLAR | -- |
USDOLLAR (Trendline) | -- |
Wed 2014-12-31 to Fri 2025-04-04 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VFINX × |
+115.42%
+7.77%/yr |
+9.75%/yr
(R2=0.914) |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−26.63%
−2.97%/yr |
−3.18%/yr
(R2=0.939) |
||||
United States Dollar Currency | ||||||
Wed 2014-12-31 to Fri 2025-04-04 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VFINX × |
$10,000.00
2014-12-31 |
$21,542.39
2025-04-04 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
$10,000.00
2014-12-31 |
$7,336.76
2025-04-04 |
||||
United States Dollar Currency | ||||||
Date | -- |
---|---|
VFINX | -- |
USDOLLAR | -- |
Wed 2014-12-31 to Fri 2025-04-04 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VFINX × | −17.61% |
−33.79%
2020-03-23 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × | −26.95% |
−26.95%
2025-03-31 |
||||
United States Dollar Currency | ||||||