All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Fri 2016-12-30 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 | ||||||
Fri 2016-12-30 to Fri 2024-12-20 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VFINX × |
+130.77%
+11.06%/yr |
+9.17%/yr
(R2=0.833) |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−23.61%
−3.32%/yr |
−3.66%/yr
(R2=0.943) |
||||
United States Dollar Currency | ||||||
Fri 2016-12-30 to Fri 2024-12-20 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VFINX × |
$10,000.00
2016-12-30 |
$23,076.57
2024-12-20 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
$10,000.00
2016-12-30 |
$7,639.42
2024-12-20 |
||||
United States Dollar Currency | ||||||
Fri 2016-12-30 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 × | −23.61% |
−23.61%
2024-12-16 |
||||
United States Dollar Currency | ||||||