All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Fri 2023-02-03 to Mon 2025-05-05 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VFINX × |
−5.05%
2025-05-05 |
26.35 TRR
2025-05-05 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−1.57%
2025-05-05 |
0.03057 TRR
2025-05-05 |
||||
United States Dollar Currency | ||||||
Fri 2023-02-03 to Mon 2025-05-05 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VFINX × |
+31.48%
+12.93%/yr |
+19.92%/yr
(R2=0.875) |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−6.63%
−3.00%/yr |
−2.71%/yr
(R2=0.970) |
||||
United States Dollar Currency | ||||||
Fri 2023-02-03 to Mon 2025-05-05 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VFINX × |
$10,000.00
2023-02-03 |
$13,148.47
2025-05-05 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
$10,000.00
2023-02-03 |
$9,337.07
2025-05-05 |
||||
United States Dollar Currency | ||||||
Fri 2023-02-03 to Mon 2025-05-05 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VFINX × | −8.37% |
−19.10%
2025-04-08 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × | −6.63% |
−6.63%
2025-04-29 |
||||
United States Dollar Currency | ||||||