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

Mon 1987-08-03? to Fri 2024-09-20	YTD Return	TRR Price
VFINX ×	+17.42% 2024-09-20	26.85 TRR 2024-09-20
Vanguard 500 Index Fund Investor Shares Mutual Fund
VBMFX ×	+1.66% 2024-09-20	2.339 TRR 2024-09-20
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
CAT ×	+22.90% 2024-09-20	25.95 TRR 2024-09-20
Caterpillar Inc NYSE Common Stock

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Returns

Mon 1987-08-03? to Fri 2024-09-20	Overall Return	Exponential Trendline
VFINX ×	+1,250.97% +7.26%/yr	+6.65%/yr (R2=0.889)
Vanguard 500 Index Fund Investor Shares Mutual Fund
VBMFX ×	+133.89% +2.31%/yr	+2.67%/yr (R2=0.847)
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
CAT ×	+2,596.05% +9.28%/yr	+9.59%/yr (R2=0.938)
Caterpillar Inc NYSE Common Stock

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Growth of $10,000

Mon 1987-08-03? to Fri 2024-09-20	Start Value	End Value
VFINX ×	$10,000.00 1987-08-03	$135,097.29 2024-09-20
Vanguard 500 Index Fund Investor Shares Mutual Fund
VBMFX ×	$10,000.00 1987-08-03	$23,389.19 2024-09-20
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
CAT ×	$10,000.00 1987-08-03	$269,605.26 2024-09-20
Caterpillar Inc NYSE Common Stock

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Annual Returns

Year	VFINX	VBMFX	CAT
2024 (YTD)	+17.42%	+1.66%	+22.90%
2023	+22.03%	+2.19%	+21.87%
2022	−23.21%	−18.54%	+11.40%
2021	+20.08%	−8.16%	+8.33%
2020	+17.14%	+6.16%	+25.26%
2019	+28.40%	+6.19%	+16.85%
2018	−6.33%	−2.25%	−19.10%
2017	+19.14%	+1.31%	+71.41%
2016	+9.56%	+0.44%	+39.21%
2015	+0.50%	−0.61%	−23.53%
2014	+12.67%	+4.76%	+2.70%
2013	+30.22%	−3.87%	+1.89%
2012	+13.85%	+1.97%	−0.14%
2011	−0.98%	+4.50%	−4.29%
2010	+13.21%	+4.82%	+66.05%
2009	+23.17%	+3.10%	+29.69%
2008	−37.08%	+4.99%	−36.86%
2007	+1.24%	+2.76%	+15.75%
2006	+12.81%	+1.75%	+5.21%
2005	+1.30%	−1.34%	+15.61%
2004	+7.25%	+0.24%	+13.77%
2003	+26.13%	+1.99%	+78.22%
2002	−23.98%	+5.33%	−14.51%
2001	−13.37%	+6.74%	+8.75%
2000	−12.04%	+7.78%	−2.75%
1999	+17.92%	−2.94%	−0.37%
1998	+26.59%	+6.51%	−6.64%
1997	+30.95%	+7.64%	+26.72%
1996	+18.92%	+0.29%	+24.01%
1995	+34.04%	+15.32%	+3.89%
1994	−1.46%	−5.15%	+20.71%
1993	+7.21%	+5.54%	+61.48%
1992	+5.18%	+3.24%	+18.77%
1991	+28.14%	+11.63%	−9.42%
1990	−8.91%	+2.44%	−23.46%
1989	+22.66%	+8.68%	−13.07%
1988	+10.06%	+2.89%	−1.70%
1987	−0.43%	+2.03%	+47.91%
1986	+8.08%	—	−5.51%
1985	+18.16%	—	+30.53%
1984	−0.29%	—	−36.88%
1983	+12.83%	—	+13.45%
1982	+14.84%	—	−30.35%
1981	−16.03%	—	−12.18%
1980	+13.64%	—	+13.79%
1979	−2.24%	—	—

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Drawdowns

Mon 1987-08-03? to Fri 2024-09-20	Current Drawdown	Worst Drawdown
VFINX ×	−0.20%	−58.52% 2009-03-09
Vanguard 500 Index Fund Investor Shares Mutual Fund
VBMFX ×	−23.06%	−30.96% 2023-10-19
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
CAT ×	−2.85%	−73.92% 2009-03-02
Caterpillar Inc NYSE Common Stock