All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Wed 1999-03-10? to Wed 2025-06-18 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VFINX × |
+0.30%
2025-06-18 |
27.84 TRR
2025-06-18 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
VBMFX × |
+0.77%
2025-06-18 |
2.376 TRR
2025-06-18 |
||||
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−1.96%
2025-06-18 |
0.03045 TRR
2025-06-18 |
||||
United States Dollar Currency | ||||||
QQQ × |
+1.63%
2025-06-18 |
6.245 TRR
2025-06-18 |
||||
Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
Wed 1999-03-10? to Wed 2025-06-18 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VFINX × |
+275.77%
+5.17%/yr |
+6.08%/yr
(R2=0.766) |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
VBMFX × |
+31.73%
+1.05%/yr |
+1.46%/yr
(R2=0.548) |
||||
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
−48.85%
−2.52%/yr |
−2.24%/yr
(R2=0.975) |
||||
United States Dollar Currency | ||||||
QQQ × |
+524.47%
+7.22%/yr |
+8.92%/yr
(R2=0.702) |
||||
Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
Wed 1999-03-10? to Wed 2025-06-18 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VFINX × |
$10,000.00
1999-03-10 |
$37,576.72
2025-06-18 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
VBMFX × |
$10,000.00
1999-03-10 |
$13,173.08
2025-06-18 |
||||
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × |
$10,000.00
1999-03-10 |
$5,115.09
2025-06-18 |
||||
United States Dollar Currency | ||||||
QQQ × |
$10,000.00
1999-03-10 |
$62,447.17
2025-06-18 |
||||
Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
Wed 1999-03-10? to Wed 2025-06-18 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VFINX × | −3.21% |
−58.53%
2009-03-09 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
VBMFX × | −25.02% |
−30.96%
2023-10-19 |
||||
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund | ||||||
USDOLLAR × | −48.85% |
−48.85%
2025-06-12 |
||||
United States Dollar Currency | ||||||
QQQ × | −3.32% |
−83.94%
2002-10-09 |
||||
Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||