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 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
MSFT
×
+13.26%
2024-09-20
2510.21 TRR
2024-09-20
Microsoft Corporation NASDAQ Common Stock

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
MSFT
×
+79,868.77%
+19.72%/yr
+15.13%/yr
(R2=0.838)
Microsoft Corporation NASDAQ Common Stock

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
MSFT
×
$10,000.00
1987-08-03
$7,996,876.72
2024-09-20
Microsoft Corporation NASDAQ Common Stock

Annual Returns

Year VFINX VBMFX CAT MSFT
2024 (YTD) +17.42% +1.66% +22.90% +13.26%
2023 +22.03% +2.19% +21.87% +53.06%
2022 −23.21% −18.54% +11.40% −32.39%
2021 +20.08% −8.16% +8.33% +42.45%
2020 +17.14% +6.16% +25.26% +40.61%
2019 +28.40% +6.19% +16.85% +54.05%
2018 −6.33% −2.25% −19.10% +18.53%
2017 +19.14% +1.31% +71.41% +37.81%
2016 +9.56% +0.44% +39.21% +12.75%
2015 +0.50% −0.61% −23.53% +21.81%
2014 +12.67% +4.76% +2.70% +26.59%
2013 +30.22% −3.87% +1.89% +42.17%
2012 +13.85% +1.97% −0.14% +3.98%
2011 −0.98% +4.50% −4.29% −7.28%
2010 +13.21% +4.82% +66.05% −7.89%
2009 +23.17% +3.10% +29.69% +56.21%
2008 −37.08% +4.99% −36.86% −44.43%
2007 +1.24% +2.76% +15.75% +16.09%
2006 +12.81% +1.75% +5.21% +12.99%
2005 +1.30% −1.34% +15.61% −4.22%
2004 +7.25% +0.24% +13.77% +5.63%
2003 +26.13% +1.99% +78.22% +4.82%
2002 −23.98% +5.33% −14.51% −23.77%
2001 −13.37% +6.74% +8.75% +50.39%
2000 −12.04% +7.78% −2.75% −64.06%
1999 +17.92% −2.94% −0.37% +63.96%
1998 +26.59% +6.51% −6.64% +111.24%
1997 +30.95% +7.64% +26.72% +53.75%
1996 +18.92% +0.29% +24.01% +82.30%
1995 +34.04% +15.32% +3.89% +40.01%
1994 −1.46% −5.15% +20.71% +47.65%
1993 +7.21% +5.54% +61.48% −8.07%
1992 +5.18% +3.24% +18.77% +11.83%
1991 +28.14% +11.63% −9.42% +115.27%
1990 −8.91% +2.44% −23.46% +62.93%
1989 +22.66% +8.68% −13.07% +56.16%
1988 +10.06% +2.89% −1.70% −6.00%
1987 −0.43% +2.03% +47.91% +115.29%
1986 +8.08% −5.51% +70.13%
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%

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
MSFT
×
−7.03% −75.76%
2009-03-09
Microsoft Corporation NASDAQ Common Stock