All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Tue 2019-12-31 to Mon 2025-03-10 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VFINX × |
−5.24%
2025-03-10 |
26.3 TRR
2025-03-10 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−0.99%
2025-03-10 |
0.03075 TRR
2025-03-10 |
||||
United States Dollar Currency | ||||||
Tue 2019-12-31 to Mon 2025-03-10 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VFINX × |
+51.56%
+8.34%/yr |
+7.86%/yr
(R2=0.526) |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−19.35%
−4.06%/yr |
−4.76%/yr
(R2=0.961) |
||||
United States Dollar Currency | ||||||
Tue 2019-12-31 to Mon 2025-03-10 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VFINX × |
$10,000.00
2019-12-31 |
$15,156.27
2025-03-10 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
$10,000.00
2019-12-31 |
$8,064.52
2025-03-10 |
||||
United States Dollar Currency | ||||||
Tue 2019-12-31 to Mon 2025-03-10 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VFINX × | −8.69% |
−33.78%
2020-03-23 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × | −19.55% |
−19.55%
2025-03-04 |
||||
United States Dollar Currency | ||||||