All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Tue 2019-12-31 to Wed 2025-03-12 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VFINX × |
−5.71%
2025-03-12 |
26.17 TRR
2025-03-12 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−1.19%
2025-03-12 |
0.03068 TRR
2025-03-12 |
||||
United States Dollar Currency | ||||||
Tue 2019-12-31 to Wed 2025-03-12 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VFINX × |
+50.81%
+8.23%/yr |
+7.86%/yr
(R2=0.527) |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−19.55%
−4.10%/yr |
−4.76%/yr
(R2=0.962) |
||||
United States Dollar Currency | ||||||
Tue 2019-12-31 to Wed 2025-03-12 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VFINX × |
$10,000.00
2019-12-31 |
$15,081.09
2025-03-12 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
$10,000.00
2019-12-31 |
$8,045.05
2025-03-12 |
||||
United States Dollar Currency | ||||||
Tue 2019-12-31 to Wed 2025-03-12 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VFINX × | −9.01% |
−33.79%
2020-03-23 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × | −19.74% |
−19.74%
2025-03-06 |
||||
United States Dollar Currency | ||||||