All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Fri 2023-12-29 to Fri 2024-09-20 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VFINX × |
+17.42%
2024-09-20 |
26.85 TRR
2024-09-20 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−2.72%
2024-09-20 |
0.03108 TRR
2024-09-20 |
||||
United States Dollar Currency | ||||||
Fri 2023-12-29 to Fri 2024-09-20 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VFINX × |
+17.42%
+24.67%/yr |
+21.53%/yr
(R2=0.822) |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−2.72%
−3.72%/yr |
−3.45%/yr
(R2=0.853) |
||||
United States Dollar Currency | ||||||
Fri 2023-12-29 to Fri 2024-09-20 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VFINX × |
$10,000.00
2023-12-29 |
$11,741.84
2024-09-20 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
$10,000.00
2023-12-29 |
$9,727.63
2024-09-20 |
||||
United States Dollar Currency | ||||||
Fri 2023-12-29 to Fri 2024-09-20 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VFINX × | −0.20% |
−8.52%
2024-08-05 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × | −2.72% |
−2.72%
2024-09-16 |
||||
United States Dollar Currency | ||||||