All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Fri 2021-12-31 to Fri 2025-05-09 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VFINX × |
−4.85%
2025-05-09 |
26.4 TRR
2025-05-09 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−1.57%
2025-05-09 |
0.03057 TRR
2025-05-09 |
||||
United States Dollar Currency | ||||||
Fri 2021-12-31 to Fri 2025-05-09 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VFINX × |
+8.20%
+2.38%/yr |
+11.89%/yr
(R2=0.630) |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−13.04%
−4.08%/yr |
−3.39%/yr
(R2=0.942) |
||||
United States Dollar Currency | ||||||
Fri 2021-12-31 to Fri 2025-05-09 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VFINX × |
$10,000.00
2021-12-31 |
$10,819.77
2025-05-09 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
$10,000.00
2021-12-31 |
$8,695.65
2025-05-09 |
||||
United States Dollar Currency | ||||||
Fri 2021-12-31 to Fri 2025-05-09 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VFINX × | −8.17% |
−29.22%
2022-10-12 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × | −13.04% |
−13.04%
2025-05-02 |
||||
United States Dollar Currency | ||||||