All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

VFINX,VBMFX,CAT,MSFT: 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
MSFT
×
−1.12%
2025-01-13
2404.55 TRR
2025-01-13
Microsoft Corporation NASDAQ Common Stock

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
MSFT
×
+76,420.54%
+19.40%/yr
+15.16%/yr
(R2=0.842)
Microsoft Corporation NASDAQ Common Stock

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
MSFT
×
$10,000.00
1987-08-03
$7,652,054.29
2025-01-13
Microsoft Corporation NASDAQ Common Stock

Annual Returns

Year VFINX VBMFX CAT MSFT
2025 (YTD) −0.83% −1.25% −0.17% −1.12%
2024 +21.11% −2.20% +20.93% +9.55%
2023 +22.03% +2.20% +21.87% +53.07%
2022 −23.21% −18.58% +11.39% −32.40%
2021 +20.08% −8.41% +8.33% +42.46%
2020 +17.14% +6.08% +25.26% +40.61%
2019 +28.40% +6.19% +16.84% +54.04%
2018 −6.33% −2.08% −19.10% +18.53%
2017 +19.15% +1.32% +71.40% +37.83%
2016 +9.56% +0.35% +39.24% +12.73%
2015 +0.50% −0.53% −23.54% +21.80%
2014 +12.67% +4.68% +2.70% +26.61%
2013 +30.21% −3.88% +1.89% +42.18%
2012 +13.85% +1.70% −0.13% +3.97%
2011 −0.98% +4.01% −4.30% −7.26%
2010 +13.21% +4.28% +66.05% −7.91%
2009 +23.17% +3.11% +29.70% +56.25%
2008 −37.08% +4.99% −36.87% −44.45%
2007 +1.25% +2.75% +15.74% +16.12%
2006 +12.81% +1.75% +5.22% +12.96%
2005 +1.30% −0.99% +15.62% −4.21%
2004 +7.24% +0.78% +13.74% +5.69%
2003 +26.12% +1.99% +78.27% +4.85%
2002 −23.97% +5.80% −14.54% −23.77%
2001 −13.37% +6.73% +8.74% +50.41%
2000 −12.04% +7.79% −2.75% −64.07%
1999 +17.92% −2.95% −0.37% +63.97%
1998 +26.57% +6.53% −6.66% +111.23%
1997 +30.95% +7.63% +26.74% +53.74%
1996 +18.92% +0.29% +23.98% +82.33%
1995 +34.04% +15.32% +3.95% +39.98%
1994 −1.46% −5.16% +20.61% +47.67%
1993 +7.20% +5.53% +61.56% −8.08%
1992 +5.19% +3.25% +18.77% +11.88%
1991 +28.13% +11.62% −9.42% +115.11%
1990 −8.92% +2.45% −23.46% +63.02%
1989 +22.70% +8.68% −13.06% +56.15%
1988 +10.05% +2.90% −1.78% −6.01%
1987 −0.43% +2.04% +47.99% +115.41%
1986 +8.09% −5.50% +70.20%
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%

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
MSFT
×
−11.08% −75.74%
2009-03-09
Microsoft Corporation NASDAQ Common Stock