All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Wed 2023-11-01 to Thu 2025-01-16 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VFINX × |
+0.87%
2025-01-16 |
30.82 TRR
2025-01-16 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−0.10%
2025-01-16 |
0.03101 TRR
2025-01-16 |
||||
United States Dollar Currency | ||||||
Wed 2023-11-01 to Thu 2025-01-16 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VFINX × |
+38.56%
+30.93%/yr |
+25.84%/yr
(R2=0.933) |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−2.63%
−2.18%/yr |
−2.68%/yr
(R2=0.863) |
||||
United States Dollar Currency | ||||||
Wed 2023-11-01 to Thu 2025-01-16 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VFINX × |
$10,000.00
2023-11-01 |
$13,856.34
2025-01-16 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
$10,000.00
2023-11-01 |
$9,737.10
2025-01-16 |
||||
United States Dollar Currency | ||||||
Wed 2023-11-01 to Thu 2025-01-16 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VFINX × | −2.54% |
−8.52%
2024-08-05 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × | −2.91% |
−2.91%
2025-01-10 |
||||
United States Dollar Currency | ||||||