All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2020-12-31 to Wed 2024-09-25 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VFINX × |
+17.78%
2024-09-25 |
26.95 TRR
2024-09-25 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−2.72%
2024-09-25 |
0.03108 TRR
2024-09-25 |
||||
United States Dollar Currency | ||||||
Thu 2020-12-31 to Wed 2024-09-25 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VFINX × |
+32.53%
+7.83%/yr |
+2.58%/yr
(R2=0.077) |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−17.42%
−5.00%/yr |
−5.00%/yr
(R2=0.945) |
||||
United States Dollar Currency | ||||||
Thu 2020-12-31 to Wed 2024-09-25 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VFINX × |
$10,000.00
2020-12-31 |
$13,252.99
2024-09-25 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
$10,000.00
2020-12-31 |
$8,257.64
2024-09-25 |
||||
United States Dollar Currency | ||||||
Thu 2020-12-31 to Wed 2024-09-25 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VFINX × | −0.19% |
−29.23%
2022-10-12 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × | −17.42% |
−17.42%
2024-09-19 |
||||
United States Dollar Currency | ||||||