All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Fri 2021-12-31 to Fri 2025-07-11 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VFINX × |
+4.88%
2025-07-11 |
29.12 TRR
2025-07-11 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−2.06%
2025-07-11 |
0.0304 TRR
2025-07-11 |
||||
United States Dollar Currency | ||||||
Fri 2021-12-31 to Fri 2025-07-11 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VFINX × |
+19.25%
+5.12%/yr |
+12.11%/yr
(R2=0.669) |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−13.49%
−4.03%/yr |
−3.34%/yr
(R2=0.947) |
||||
United States Dollar Currency | ||||||
Fri 2021-12-31 to Fri 2025-07-11 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VFINX × |
$10,000.00
2021-12-31 |
$11,925.39
2025-07-11 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
$10,000.00
2021-12-31 |
$8,650.52
2025-07-11 |
||||
United States Dollar Currency | ||||||
Fri 2021-12-31 to Fri 2025-07-11 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VFINX × | −0.35% |
−29.21%
2022-10-12 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × | −13.49% |
−13.49%
2025-07-07 |
||||
United States Dollar Currency | ||||||