All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2020-12-31 to Thu 2025-04-17 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VFINX × |
−11.15%
2025-04-17 |
24.66 TRR
2025-04-17 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−1.38%
2025-04-17 |
0.03061 TRR
2025-04-17 |
||||
United States Dollar Currency | ||||||
Thu 2020-12-31 to Thu 2025-04-17 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VFINX × |
+21.31%
+4.60%/yr |
+5.50%/yr
(R2=0.294) |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−18.63%
−4.69%/yr |
−4.53%/yr
(R2=0.935) |
||||
United States Dollar Currency | ||||||
Thu 2020-12-31 to Thu 2025-04-17 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VFINX × |
$10,000.00
2020-12-31 |
$12,131.43
2025-04-17 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
$10,000.00
2020-12-31 |
$8,136.70
2025-04-17 |
||||
United States Dollar Currency | ||||||
Thu 2020-12-31 to Thu 2025-04-17 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VFINX × | −14.26% |
−29.23%
2022-10-12 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × | −18.63% |
−18.63%
2025-04-11 |
||||
United States Dollar Currency | ||||||