All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Fri 2023-03-31 to Fri 2024-12-27 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VFINX × |
+22.97%
2024-12-27 |
28.13 TRR
2024-12-27 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−3.01%
2024-12-27 |
0.031 TRR
2024-12-27 |
||||
United States Dollar Currency | ||||||
Fri 2023-03-31 to Fri 2024-12-27 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VFINX × |
+42.00%
+22.27%/yr |
+24.42%/yr
(R2=0.940) |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−4.49%
−2.60%/yr |
−2.67%/yr
(R2=0.951) |
||||
United States Dollar Currency | ||||||
Fri 2023-03-31 to Fri 2024-12-27 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VFINX × |
$10,000.00
2023-03-31 |
$14,200.45
2024-12-27 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
$10,000.00
2023-03-31 |
$9,551.10
2024-12-27 |
||||
United States Dollar Currency | ||||||
Fri 2023-03-31 to Fri 2024-12-27 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VFINX × | −2.05% |
−10.55%
2023-10-27 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × | −4.49% |
−4.49%
2024-12-23 |
||||
United States Dollar Currency | ||||||