All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Fri 2022-12-30 to Fri 2025-02-21 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VFINX × |
+1.56%
2025-02-21 |
28.19 TRR
2025-02-21 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−0.79%
2025-02-21 |
0.0308 TRR
2025-02-21 |
||||
United States Dollar Currency | ||||||
Fri 2022-12-30 to Fri 2025-02-21 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VFINX × |
+50.39%
+20.94%/yr |
+23.01%/yr
(R2=0.954) |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−6.72%
−3.19%/yr |
−2.80%/yr
(R2=0.958) |
||||
United States Dollar Currency | ||||||
Fri 2022-12-30 to Fri 2025-02-21 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VFINX × |
$10,000.00
2022-12-30 |
$15,039.37
2025-02-21 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
$10,000.00
2022-12-30 |
$9,328.36
2025-02-21 |
||||
United States Dollar Currency | ||||||
Fri 2022-12-30 to Fri 2025-02-21 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VFINX × | −2.13% |
−10.55%
2023-10-27 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × | −6.72% |
−6.72%
2025-02-18 |
||||
United States Dollar Currency | ||||||