All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Fri 2022-12-30 to Wed 2024-09-18 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VFINX × |
+15.69%
2024-09-18 |
26.47 TRR
2024-09-18 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−2.72%
2024-09-18 |
0.03109 TRR
2024-09-18 |
||||
United States Dollar Currency | ||||||
Fri 2022-12-30 to Wed 2024-09-18 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VFINX × |
+41.18%
+22.21%/yr |
+22.36%/yr
(R2=0.918) |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−5.84%
−3.44%/yr |
−3.12%/yr
(R2=0.958) |
||||
United States Dollar Currency | ||||||
Fri 2022-12-30 to Wed 2024-09-18 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VFINX × |
$10,000.00
2022-12-30 |
$14,118.19
2024-09-18 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
$10,000.00
2022-12-30 |
$9,416.20
2024-09-18 |
||||
United States Dollar Currency | ||||||
Fri 2022-12-30 to Wed 2024-09-18 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VFINX × | −0.89% |
−10.55%
2023-10-27 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × | −5.84% |
−5.84%
2024-09-11 |
||||
United States Dollar Currency | ||||||