All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Tue 2024-09-10 to Tue 2025-04-01 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VFINX × |
−5.22%
2025-04-01 |
26.31 TRR
2025-04-01 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−1.28%
2025-04-01 |
0.03064 TRR
2025-04-01 |
||||
United States Dollar Currency | ||||||
Tue 2024-09-10 to Tue 2025-04-01 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VFINX × |
+1.60%
+2.90%/yr |
+1.29%/yr
(R2=0.005) |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−1.57%
−2.82%/yr |
−2.79%/yr
(R2=0.822) |
||||
United States Dollar Currency | ||||||
Tue 2024-09-10 to Tue 2025-04-01 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VFINX × |
$10,000.00
2024-09-10 |
$10,159.89
2025-04-01 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
$10,000.00
2024-09-10 |
$9,842.52
2025-04-01 |
||||
United States Dollar Currency | ||||||
Tue 2024-09-10 to Tue 2025-04-01 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VFINX × | −8.54% |
−10.27%
2025-03-13 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × | −1.57% |
−1.57%
2025-03-26 |
||||
United States Dollar Currency | ||||||