All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Fri 2016-12-30 to Wed 2024-09-18 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VFINX × |
+15.69%
2024-09-18 |
26.47 TRR
2024-09-18 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−2.72%
2024-09-18 |
0.03109 TRR
2024-09-18 |
||||
United States Dollar Currency | ||||||
Fri 2016-12-30 to Wed 2024-09-18 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VFINX × |
+118.50%
+10.66%/yr |
+8.92%/yr
(R2=0.815) |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−23.43%
−3.40%/yr |
−3.65%/yr
(R2=0.937) |
||||
United States Dollar Currency | ||||||
Fri 2016-12-30 to Wed 2024-09-18 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VFINX × |
$10,000.00
2016-12-30 |
$21,850.20
2024-09-18 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
$10,000.00
2016-12-30 |
$7,656.97
2024-09-18 |
||||
United States Dollar Currency | ||||||
Fri 2016-12-30 to Wed 2024-09-18 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VFINX × | −0.89% |
−33.79%
2020-03-23 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × | −23.43% |
−23.43%
2024-09-11 |
||||
United States Dollar Currency | ||||||