All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Fri 2023-12-29 to Mon 2025-04-28 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VFINX × |
−7.07%
2025-04-28 |
25.8 TRR
2025-04-28 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−1.48%
2025-04-28 |
0.03059 TRR
2025-04-28 |
||||
United States Dollar Currency | ||||||
Fri 2023-12-29 to Mon 2025-04-28 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VFINX × |
+12.77%
+9.45%/yr |
+13.93%/yr
(R2=0.567) |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−4.21%
−3.18%/yr |
−2.52%/yr
(R2=0.903) |
||||
United States Dollar Currency | ||||||
Fri 2023-12-29 to Mon 2025-04-28 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VFINX × |
$10,000.00
2023-12-29 |
$11,277.03
2025-04-28 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
$10,000.00
2023-12-29 |
$9,578.54
2025-04-28 |
||||
United States Dollar Currency | ||||||
Fri 2023-12-29 to Mon 2025-04-28 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VFINX × | −10.32% |
−19.11%
2025-04-08 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × | −4.21% |
−4.21%
2025-04-21 |
||||
United States Dollar Currency | ||||||