All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2020-12-31 to Fri 2024-12-20 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VFINX × |
+22.19%
2024-12-20 |
27.94 TRR
2024-12-20 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−2.91%
2024-12-20 |
0.03102 TRR
2024-12-20 |
||||
United States Dollar Currency | ||||||
Thu 2020-12-31 to Fri 2024-12-20 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VFINX × |
+37.49%
+8.35%/yr |
+4.34%/yr
(R2=0.187) |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−17.56%
−4.75%/yr |
−4.77%/yr
(R2=0.939) |
||||
United States Dollar Currency | ||||||
Thu 2020-12-31 to Fri 2024-12-20 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VFINX × |
$10,000.00
2020-12-31 |
$13,748.59
2024-12-20 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
$10,000.00
2020-12-31 |
$8,244.02
2024-12-20 |
||||
United States Dollar Currency | ||||||
Thu 2020-12-31 to Fri 2024-12-20 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VFINX × | −2.67% |
−29.23%
2022-10-12 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × | −17.56% |
−17.56%
2024-12-16 |
||||
United States Dollar Currency | ||||||