VFINX,VBMFX,CAT: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Mon 1987-08-03? to Mon 2025-01-13	YTD Return	TRR Price
VFINX ×	−0.83% 2025-01-13	27.48 TRR 2025-01-13
Vanguard 500 Index Fund Investor Shares Mutual Fund
VBMFX ×	−1.25% 2025-01-13	2.217 TRR 2025-01-13
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
CAT ×	−0.17% 2025-01-13	25.47 TRR 2025-01-13
Caterpillar Inc NYSE Common Stock

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Returns

Mon 1987-08-03? to Mon 2025-01-13	Overall Return	Exponential Trendline
VFINX ×	+1,281.64% +7.26%/yr	+6.68%/yr (R2=0.892)
Vanguard 500 Index Fund Investor Shares Mutual Fund
VBMFX ×	+121.72% +2.15%/yr	+2.63%/yr (R2=0.831)
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
CAT ×	+2,547.92% +9.14%/yr	+9.65%/yr (R2=0.939)
Caterpillar Inc NYSE Common Stock

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Growth of $10,000

Mon 1987-08-03? to Mon 2025-01-13	Start Value	End Value
VFINX ×	$10,000.00 1987-08-03	$138,164.10 2025-01-13
Vanguard 500 Index Fund Investor Shares Mutual Fund
VBMFX ×	$10,000.00 1987-08-03	$22,172.27 2025-01-13
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
CAT ×	$10,000.00 1987-08-03	$264,791.82 2025-01-13
Caterpillar Inc NYSE Common Stock

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Annual Returns

Year	VFINX	VBMFX	CAT
2025 (YTD)	−0.83%	−1.25%	−0.17%
2024	+21.11%	−2.20%	+20.93%
2023	+22.03%	+2.20%	+21.87%
2022	−23.21%	−18.58%	+11.39%
2021	+20.08%	−8.41%	+8.33%
2020	+17.14%	+6.08%	+25.26%
2019	+28.40%	+6.19%	+16.84%
2018	−6.33%	−2.08%	−19.10%
2017	+19.15%	+1.32%	+71.40%
2016	+9.56%	+0.35%	+39.24%
2015	+0.50%	−0.53%	−23.54%
2014	+12.67%	+4.68%	+2.70%
2013	+30.21%	−3.88%	+1.89%
2012	+13.85%	+1.70%	−0.13%
2011	−0.98%	+4.01%	−4.30%
2010	+13.21%	+4.28%	+66.05%
2009	+23.17%	+3.11%	+29.70%
2008	−37.08%	+4.99%	−36.87%
2007	+1.25%	+2.75%	+15.74%
2006	+12.81%	+1.75%	+5.22%
2005	+1.30%	−0.99%	+15.62%
2004	+7.24%	+0.78%	+13.74%
2003	+26.12%	+1.99%	+78.27%
2002	−23.97%	+5.80%	−14.54%
2001	−13.37%	+6.73%	+8.74%
2000	−12.04%	+7.79%	−2.75%
1999	+17.92%	−2.95%	−0.37%
1998	+26.57%	+6.53%	−6.66%
1997	+30.95%	+7.63%	+26.74%
1996	+18.92%	+0.29%	+23.98%
1995	+34.04%	+15.32%	+3.95%
1994	−1.46%	−5.16%	+20.61%
1993	+7.20%	+5.53%	+61.56%
1992	+5.19%	+3.25%	+18.77%
1991	+28.13%	+11.62%	−9.42%
1990	−8.92%	+2.45%	−23.46%
1989	+22.70%	+8.68%	−13.06%
1988	+10.05%	+2.90%	−1.78%
1987	−0.43%	+2.04%	+47.99%
1986	+8.09%	—	−5.50%
1985	+18.15%	—	+30.53%
1984	−0.30%	—	−36.87%
1983	+12.80%	—	+13.45%
1982	+14.86%	—	−30.39%
1981	−16.06%	—	−12.11%
1980	+13.66%	—	+13.70%
1979	−2.19%	—	—

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Drawdowns

Mon 1987-08-03? to Mon 2025-01-13	Current Drawdown	Worst Drawdown
VFINX ×	−4.34%	−58.52% 2009-03-09
Vanguard 500 Index Fund Investor Shares Mutual Fund
VBMFX ×	−27.20%	−31.24% 2023-10-19
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
CAT ×	−13.29%	−73.92% 2009-03-02
Caterpillar Inc NYSE Common Stock