All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2020-12-31 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 | ||||||
Thu 2020-12-31 to Wed 2024-09-18 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VFINX × |
+30.18%
+7.36%/yr |
+2.43%/yr
(R2=0.069) |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−17.36%
−5.00%/yr |
−5.02%/yr
(R2=0.945) |
||||
United States Dollar Currency | ||||||
Thu 2020-12-31 to Wed 2024-09-18 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VFINX × |
$10,000.00
2020-12-31 |
$13,017.65
2024-09-18 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
$10,000.00
2020-12-31 |
$8,264.46
2024-09-18 |
||||
United States Dollar Currency | ||||||
Thu 2020-12-31 to Wed 2024-09-18 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VFINX × | −0.89% |
−29.23%
2022-10-12 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × | −17.36% |
−17.36%
2024-09-11 |
||||
United States Dollar Currency | ||||||