All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Tue 2019-12-31 to Wed 2024-09-18 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VFINX × |
+15.69%
2024-09-18 |
26.47 TRR
2024-09-18 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−2.72%
2024-09-18 |
0.03109 TRR
2024-09-18 |
||||
United States Dollar Currency | ||||||
Tue 2019-12-31 to Wed 2024-09-18 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VFINX × |
+52.49%
+9.36%/yr |
+6.47%/yr
(R2=0.390) |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−18.50%
−4.24%/yr |
−5.05%/yr
(R2=0.967) |
||||
United States Dollar Currency | ||||||
Tue 2019-12-31 to Wed 2024-09-18 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VFINX × |
$10,000.00
2019-12-31 |
$15,249.19
2024-09-18 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
$10,000.00
2019-12-31 |
$8,149.96
2024-09-18 |
||||
United States Dollar Currency | ||||||
Tue 2019-12-31 to Wed 2024-09-18 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VFINX × | −0.89% |
−33.79%
2020-03-23 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × | −18.63% |
−18.63%
2024-09-11 |
||||
United States Dollar Currency | ||||||