All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Fri 2017-12-29 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 2017-12-29 to Fri 2025-05-02 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VFINX × |
+83.85%
+8.65%/yr |
+8.99%/yr
(R2=0.787) |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−23.08%
−3.51%/yr |
−3.94%/yr
(R2=0.952) |
||||
United States Dollar Currency | ||||||
Fri 2017-12-29 to Fri 2025-05-02 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VFINX × |
$10,000.00
2017-12-29 |
$18,384.68
2025-05-02 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
$10,000.00
2017-12-29 |
$7,692.31
2025-05-02 |
||||
United States Dollar Currency | ||||||
Fri 2017-12-29 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 × | −23.08% |
−23.08%
2025-04-25 |
||||
United States Dollar Currency | ||||||