All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Fri 2016-12-30 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 | ||||||
Fri 2016-12-30 to Fri 2025-05-02 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VFINX × |
+119.04%
+9.86%/yr |
+9.25%/yr
(R2=0.849) |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−24.64%
−3.34%/yr |
−3.66%/yr
(R2=0.949) |
||||
United States Dollar Currency | ||||||
Fri 2016-12-30 to Fri 2025-05-02 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VFINX × |
$10,000.00
2016-12-30 |
$21,903.65
2025-05-02 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
$10,000.00
2016-12-30 |
$7,535.80
2025-05-02 |
||||
United States Dollar Currency | ||||||
Fri 2016-12-30 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 × | −24.64% |
−24.64%
2025-04-25 |
||||
United States Dollar Currency | ||||||