All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Fri 2017-12-29 to Mon 2025-04-28 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VFINX × |
−7.07%
2025-04-28 |
25.8 TRR
2025-04-28 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−1.48%
2025-04-28 |
0.03059 TRR
2025-04-28 |
||||
United States Dollar Currency | ||||||
Fri 2017-12-29 to Mon 2025-04-28 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VFINX × |
+78.77%
+8.25%/yr |
+8.99%/yr
(R2=0.786) |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−23.08%
−3.52%/yr |
−3.95%/yr
(R2=0.952) |
||||
United States Dollar Currency | ||||||
Fri 2017-12-29 to Mon 2025-04-28 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VFINX × |
$10,000.00
2017-12-29 |
$17,876.53
2025-04-28 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
$10,000.00
2017-12-29 |
$7,692.31
2025-04-28 |
||||
United States Dollar Currency | ||||||
Fri 2017-12-29 to Mon 2025-04-28 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VFINX × | −10.32% |
−33.78%
2020-03-23 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × | −23.08% |
−23.08%
2025-04-21 |
||||
United States Dollar Currency | ||||||