All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Tue 2024-02-13 to Fri 2025-05-09 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VFINX × |
−4.85%
2025-05-09 |
26.4 TRR
2025-05-09 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−1.57%
2025-05-09 |
0.03057 TRR
2025-05-09 |
||||
United States Dollar Currency | ||||||
Tue 2024-02-13 to Fri 2025-05-09 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VFINX × |
+11.96%
+9.58%/yr |
+10.87%/yr
(R2=0.409) |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−3.57%
−2.90%/yr |
−2.23%/yr
(R2=0.916) |
||||
United States Dollar Currency | ||||||
Tue 2024-02-13 to Fri 2025-05-09 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VFINX × |
$10,000.00
2024-02-13 |
$11,196.35
2025-05-09 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
$10,000.00
2024-02-13 |
$9,643.20
2025-05-09 |
||||
United States Dollar Currency | ||||||
Tue 2024-02-13 to Fri 2025-05-09 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VFINX × | −8.17% |
−19.10%
2025-04-08 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × | −3.57% |
−3.57%
2025-05-02 |
||||
United States Dollar Currency | ||||||