All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Fri 2021-10-01 to Mon 2025-05-12 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VFINX × |
−1.81%
2025-05-12 |
27.25 TRR
2025-05-12 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−1.57%
2025-05-12 |
0.03056 TRR
2025-05-12 |
||||
United States Dollar Currency | ||||||
Fri 2021-10-01 to Mon 2025-05-12 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VFINX × |
+20.57%
+5.32%/yr |
+8.86%/yr
(R2=0.441) |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−14.46%
−4.23%/yr |
−3.73%/yr
(R2=0.929) |
||||
United States Dollar Currency | ||||||
Fri 2021-10-01 to Mon 2025-05-12 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VFINX × |
$10,000.00
2021-10-01 |
$12,056.64
2025-05-12 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
$10,000.00
2021-10-01 |
$8,554.32
2025-05-12 |
||||
United States Dollar Currency | ||||||
Fri 2021-10-01 to Mon 2025-05-12 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VFINX × | −5.24% |
−29.23%
2022-10-12 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × | −14.46% |
−14.46%
2025-05-05 |
||||
United States Dollar Currency | ||||||