All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2015-12-31 to Fri 2025-01-03 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VFINX × |
+1.02%
2025-01-03 |
27.99 TRR
2025-01-03 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
+0.00%
2025-01-03 |
0.03098 TRR
2025-01-03 |
||||
United States Dollar Currency | ||||||
Thu 2015-12-31 to Fri 2025-01-03 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VFINX × |
+153.17%
+10.86%/yr |
+9.82%/yr
(R2=0.883) |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−25.21%
−3.17%/yr |
−3.41%/yr
(R2=0.941) |
||||
United States Dollar Currency | ||||||
Thu 2015-12-31 to Fri 2025-01-03 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VFINX × |
$10,000.00
2015-12-31 |
$25,316.63
2025-01-03 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
$10,000.00
2015-12-31 |
$7,479.43
2025-01-03 |
||||
United States Dollar Currency | ||||||
Thu 2015-12-31 to Fri 2025-01-03 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VFINX × | −2.55% |
−33.79%
2020-03-23 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × | −25.21% |
−25.21%
2024-12-30 |
||||
United States Dollar Currency | ||||||