All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2024-03-07 to Fri 2025-05-02 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VFINX × |
−4.42%
2025-05-02 |
26.52 TRR
2025-05-02 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−1.48%
2025-05-02 |
0.03058 TRR
2025-05-02 |
||||
United States Dollar Currency | ||||||
Thu 2024-03-07 to Fri 2025-05-02 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VFINX × |
+8.39%
+7.24%/yr |
+10.61%/yr
(R2=0.361) |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−3.01%
−2.61%/yr |
−2.08%/yr
(R2=0.905) |
||||
United States Dollar Currency | ||||||
Thu 2024-03-07 to Fri 2025-05-02 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VFINX × |
$10,000.00
2024-03-07 |
$10,838.80
2025-05-02 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
$10,000.00
2024-03-07 |
$9,699.32
2025-05-02 |
||||
United States Dollar Currency | ||||||
Thu 2024-03-07 to Fri 2025-05-02 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VFINX × | −7.77% |
−19.10%
2025-04-08 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × | −3.01% |
−3.01%
2025-04-25 |
||||
United States Dollar Currency | ||||||