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

Total Real Returns

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

Thu 2024-02-29? to Tue 2026-05-19 YTD
Return
1 Year
Return
VFINX
×
+4.73%
2026-05-19
+19.97%
2026-05-19
Vanguard 500 Index Fund Investor Shares Mutual Fund
VBMFX
×
−4.05%
2026-05-19
+0.03%
2026-05-19
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
USDOLLAR
×
−2.88%
2026-05-19
−3.74%
2026-05-19
United States Dollar Currency
ULTY
×
+3.15%
2026-05-19
−2.33%
2026-05-19
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-02-29? to Tue 2026-05-19 Overall
Return
Exponential
Trendline
VFINX
×
+37.65%
+15.50%/yr
+14.18%/yr
(R2=0.821)
Vanguard 500 Index Fund Investor Shares Mutual Fund
VBMFX
×
+1.12%
+0.50%/yr
+2.29%/yr
(R2=0.520)
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
USDOLLAR
×
−6.99%
−3.22%/yr
−2.63%/yr
(R2=0.951)
United States Dollar Currency
ULTY
×
−5.77%
−2.64%/yr
+1.15%/yr
(R2=0.009)
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-29? to Tue 2026-05-19 Start
Value
End
Value
VFINX
×
$10,000.00
2024-02-29
$13,765.05
2026-05-19
Vanguard 500 Index Fund Investor Shares Mutual Fund
VBMFX
×
$10,000.00
2024-02-29
$10,111.89
2026-05-19
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
USDOLLAR
×
$10,000.00
2024-02-29
$9,300.50
2026-05-19
United States Dollar Currency
ULTY
×
$10,000.00
2024-02-29
$9,423.03
2026-05-19
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year VFINX VBMFX USDOLLAR ULTY
2026 (YTD) +4.73% −4.05% −2.88% +3.15%
2025 +14.65% +4.26% −2.60% −7.59%
2024 +21.34% −1.69% −2.80% −1.14%
2023 +22.03% +2.20% −3.24%
2022 −23.21% −18.50% −6.07%
2021 +20.08% −8.21% −6.57%
2020 +17.14% +6.19% −1.34%
2019 +28.40% +6.20% −2.23%
2018 −6.33% −1.99% −1.87%
2017 +19.14% +1.33% −2.07%
2016 +9.56% +0.42% −2.03%
2015 +0.50% −0.43% −0.73%
2014 +12.67% +4.98% −0.75%
2013 +30.21% −3.69% −1.48%
2012 +13.85% +2.29% −1.70%
2011 −0.98% +4.49% −2.88%
2010 +13.22% +4.75% −1.47%
2009 +23.17% +3.14% −2.65%
2008 −37.08% +5.00% −0.09%
2007 +1.25% +2.75% −3.93%
2006 +12.80% +1.75% −2.46%
2005 +1.30% −0.97% −3.32%
2004 +7.25% +0.98% −3.15%
2003 +26.13% +1.99% −1.84%
2002 −23.98% +5.91% −2.32%
2001 −13.38% +6.74% −1.52%
2000 −12.04% +7.79% −3.28%
1999 +17.92% −2.32% −2.61%
1998 +26.58% +6.92% −1.59%
1997 +30.95% +7.64% −1.67%
1996 +18.92% +0.29% −3.21%
1995 +34.04% +15.32% −2.48%
1994 −1.46% −5.13% −2.61%
1993 +7.21% +6.79% −2.67%
1992 +5.19% +4.24% −2.82%
1991 +28.13% +11.90% −2.97%
1990 −8.35% +2.45% −5.76%
1989 +22.68% +8.67% −4.44%
1988 +10.06% +2.88% −4.23%
1987 −0.44% −2.71% −4.25%
1986 +8.11% −0.66% −1.09%
1985 +18.12% −3.66%
1984 −0.27% −3.80%
1983 +12.80% −3.65%
1982 +14.85% −3.69%
1981 −16.04% −8.19%
1980 +13.66% −11.12%
1979 −2.23% −11.76%
1978 −8.26%
1977 −6.27%
1976 −4.64%
1975 −6.49%
1974 −10.98%
1973 −8.02%
1972 −3.28%
1971 −3.16%
1970 −5.28%
1969 −5.84%
1968 −4.53%
1967 −2.93%
1966 −3.34%
1965 −1.89%
1964 −0.96%
1963 −1.62%
1962 −1.32%
1961 −0.67%
1960 −1.34%
1959 −1.70%
1958 −1.73%
1957 −2.82%
1956 −2.89%
1955 −0.39%
1954 +0.75%
1953 −0.74%
1952 −0.75%
1951 −5.73%
1950 −5.50%
1949 +2.09%
1948 −2.90%
1947 −8.12%
1946 −15.35%
1945 −2.23%
1944 −2.21%
1943 −2.87%
1942 −8.28%
1941 −9.03%
1940 −0.71%
1939 +0.00%
1938 +2.86%
1937 −2.78%
1936 −1.43%
1935 −2.90%
1934 −1.49%
1933 −0.73%
1932 +11.42%
1931 +10.27%
1930 +6.83%
1929 −0.58%
1928 +1.17%
1927 +2.31%
1926 +1.13%
1925 −3.35%
1924 +0.00%
1923 −2.35%
1922 +2.43%
1921 +12.12%
1920 −2.58%
1919 −12.70%
1918 −16.97%
1917 −15.38%
1916 −11.16%
1915 −1.94%
1914 −0.99%
1913 −2.00%

Drawdowns

Thu 2024-02-29? to Tue 2026-05-19 Current
Drawdown
Worst
Drawdown
VFINX
×
−1.99%
from 2026-05-14 peak
−19.13%
2025-04-08
from 2025-02-19 peak
Vanguard 500 Index Fund Investor Shares Mutual Fund
VBMFX
×
−4.93%
from 2026-02-27 peak
−5.23%
2025-01-14
from 2024-09-16 peak
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
USDOLLAR
×
−6.99% −6.99%
2026-05-19
United States Dollar Currency
ULTY
×
−16.70%
from 2025-10-09 peak
−27.64%
2025-04-08
from 2024-12-06 peak
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund

Rolling Returns

Period ending Tue 2026-05-19 1
Year
2
Years
3
Years
5
Years
10
Years
VFINX
×
+19.97% +33.41%
+15.47%/yr
+65.68%
+18.33%/yr
+53.34%
+8.93%/yr
+203.80%
+11.75%/yr
Vanguard 500 Index Fund Investor Shares Mutual Fund
VBMFX
×
+0.03% +2.21%
+1.09%/yr
+0.97%
+0.32%/yr
−20.02%
−4.37%/yr
−16.88%
−1.83%/yr
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
USDOLLAR
×
−3.74% −5.94%
−3.01%/yr
−8.94%
−3.07%/yr
−19.57%
−4.26%/yr
−28.12%
−3.25%/yr
United States Dollar Currency
ULTY
×
−2.33% −0.14%
−0.07%/yr
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund