All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Fri 2023-12-29 to Wed 2024-11-27 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VFINX × |
+23.36%
2024-11-27 |
28.21 TRR
2024-11-27 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−3.01%
2024-11-27 |
0.03099 TRR
2024-11-27 |
||||
United States Dollar Currency | ||||||
Fri 2023-12-29 to Wed 2024-11-27 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VFINX × |
+23.36%
+25.81%/yr |
+23.47%/yr
(R2=0.905) |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−3.01%
−3.28%/yr |
−2.82%/yr
(R2=0.846) |
||||
United States Dollar Currency | ||||||
Fri 2023-12-29 to Wed 2024-11-27 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VFINX × |
$10,000.00
2023-12-29 |
$12,336.08
2024-11-27 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
$10,000.00
2023-12-29 |
$9,699.32
2024-11-27 |
||||
United States Dollar Currency | ||||||
Fri 2023-12-29 to Wed 2024-11-27 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VFINX × | −0.38% |
−8.52%
2024-08-05 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × | −3.01% |
−3.01%
2024-11-20 |
||||
United States Dollar Currency | ||||||