All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Fri 2023-12-29 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 2023-12-29 to Wed 2024-09-18 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VFINX × |
+15.69%
+22.35%/yr |
+21.40%/yr
(R2=0.816) |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−2.63%
−3.62%/yr |
−3.50%/yr
(R2=0.856) |
||||
United States Dollar Currency | ||||||
Fri 2023-12-29 to Wed 2024-09-18 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VFINX × |
$10,000.00
2023-12-29 |
$11,569.41
2024-09-18 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
$10,000.00
2023-12-29 |
$9,737.10
2024-09-18 |
||||
United States Dollar Currency | ||||||
Fri 2023-12-29 to Wed 2024-09-18 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VFINX × | −0.89% |
−8.52%
2024-08-05 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × | −2.63% |
−2.63%
2024-09-11 |
||||
United States Dollar Currency | ||||||