All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Fri 2021-12-31 to Mon 2025-05-12 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VFINX × |
−1.92%
2025-05-12 |
27.22 TRR
2025-05-12 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−1.67%
2025-05-12 |
0.03053 TRR
2025-05-12 |
||||
United States Dollar Currency | ||||||
Fri 2021-12-31 to Mon 2025-05-12 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VFINX × |
+11.52%
+3.30%/yr |
+11.89%/yr
(R2=0.630) |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−13.19%
−4.12%/yr |
−3.39%/yr
(R2=0.943) |
||||
United States Dollar Currency | ||||||
Fri 2021-12-31 to Mon 2025-05-12 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VFINX × |
$10,000.00
2021-12-31 |
$11,152.06
2025-05-12 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
$10,000.00
2021-12-31 |
$8,680.56
2025-05-12 |
||||
United States Dollar Currency | ||||||
Fri 2021-12-31 to Mon 2025-05-12 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VFINX × | −5.35% |
−29.22%
2022-10-12 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × | −13.19% |
−13.19%
2025-05-05 |
||||
United States Dollar Currency | ||||||