All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2020-12-31 to Mon 2025-04-28 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VFINX × |
−7.07%
2025-04-28 |
25.8 TRR
2025-04-28 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−1.48%
2025-04-28 |
0.03059 TRR
2025-04-28 |
||||
United States Dollar Currency | ||||||
Thu 2020-12-31 to Mon 2025-04-28 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VFINX × |
+26.89%
+5.66%/yr |
+5.50%/yr
(R2=0.297) |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−18.70%
−4.68%/yr |
−4.51%/yr
(R2=0.935) |
||||
United States Dollar Currency | ||||||
Thu 2020-12-31 to Mon 2025-04-28 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VFINX × |
$10,000.00
2020-12-31 |
$12,688.90
2025-04-28 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
$10,000.00
2020-12-31 |
$8,130.08
2025-04-28 |
||||
United States Dollar Currency | ||||||
Thu 2020-12-31 to Mon 2025-04-28 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VFINX × | −10.32% |
−29.23%
2022-10-12 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × | −18.70% |
−18.70%
2025-04-21 |
||||
United States Dollar Currency | ||||||