All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Tue 2020-03-17 to Thu 2025-03-20 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VFINX × |
−4.65%
2025-03-20 |
26.47 TRR
2025-03-20 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−1.28%
2025-03-20 |
0.03067 TRR
2025-03-20 |
||||
United States Dollar Currency | ||||||
Date | -- |
---|---|
VFINX | -- |
VFINX (Trendline) | -- |
USDOLLAR | -- |
USDOLLAR (Trendline) | -- |
Tue 2020-03-17 to Thu 2025-03-20 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VFINX × |
+95.17%
+14.29%/yr |
+7.70%/yr
(R2=0.497) |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−19.16%
−4.16%/yr |
−4.81%/yr
(R2=0.959) |
||||
United States Dollar Currency | ||||||
Tue 2020-03-17 to Thu 2025-03-20 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VFINX × |
$10,000.00
2020-03-17 |
$19,517.37
2025-03-20 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
$10,000.00
2020-03-17 |
$8,084.07
2025-03-20 |
||||
United States Dollar Currency | ||||||
Date | -- |
---|---|
VFINX | -- |
USDOLLAR | -- |
Tue 2020-03-17 to Thu 2025-03-20 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VFINX × | −7.98% |
−29.23%
2022-10-12 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × | −19.74% |
−19.74%
2025-03-14 |
||||
United States Dollar Currency | ||||||