All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Fri 2023-12-29 to Fri 2024-12-20 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VFINX × |
+22.19%
2024-12-20 |
27.94 TRR
2024-12-20 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−2.91%
2024-12-20 |
0.03102 TRR
2024-12-20 |
||||
United States Dollar Currency | ||||||
Fri 2023-12-29 to Fri 2024-12-20 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VFINX × |
+22.19%
+22.75%/yr |
+24.09%/yr
(R2=0.919) |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−2.91%
−2.98%/yr |
−2.58%/yr
(R2=0.823) |
||||
United States Dollar Currency | ||||||
Fri 2023-12-29 to Fri 2024-12-20 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VFINX × |
$10,000.00
2023-12-29 |
$12,218.76
2024-12-20 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
$10,000.00
2023-12-29 |
$9,708.74
2024-12-20 |
||||
United States Dollar Currency | ||||||
Fri 2023-12-29 to Fri 2024-12-20 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VFINX × | −2.67% |
−8.52%
2024-08-05 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × | −2.91% |
−2.91%
2024-12-16 |
||||
United States Dollar Currency | ||||||