All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2015-12-31 to Fri 2025-05-02 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VFINX × |
−4.42%
2025-05-02 |
26.52 TRR
2025-05-02 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−1.48%
2025-05-02 |
0.03058 TRR
2025-05-02 |
||||
United States Dollar Currency | ||||||
Thu 2015-12-31 to Fri 2025-05-02 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VFINX × |
+139.98%
+9.83%/yr |
+9.82%/yr
(R2=0.892) |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−26.20%
−3.20%/yr |
−3.42%/yr
(R2=0.947) |
||||
United States Dollar Currency | ||||||
Thu 2015-12-31 to Fri 2025-05-02 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VFINX × |
$10,000.00
2015-12-31 |
$23,997.62
2025-05-02 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
$10,000.00
2015-12-31 |
$7,380.07
2025-05-02 |
||||
United States Dollar Currency | ||||||
Thu 2015-12-31 to Fri 2025-05-02 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VFINX × | −7.77% |
−33.79%
2020-03-23 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × | −26.20% |
−26.20%
2025-04-28 |
||||
United States Dollar Currency | ||||||