All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2024-03-07? to Tue 2026-03-31 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| VFINX × |
−5.65%
2026-03-31 |
30.21 TRR
2026-03-31 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| VBMFX × |
−1.36%
2026-03-31 |
2.345 TRR
2026-03-31 |
||||
| Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund | ||||||
| VOO × |
−5.43%
2026-03-31 |
5.234 TRR
2026-03-31 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| XDTE × |
−4.45%
2026-03-31 |
1.201 TRR
2026-03-31 |
||||
| Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund | ||||||
| Thu 2024-03-07? to Tue 2026-03-31 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VFINX × |
+22.67%
+10.41%/yr |
+14.25%/yr
(R2=0.795) |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| VBMFX × |
+3.13%
+1.51%/yr |
+2.75%/yr
(R2=0.604) |
||||
| Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund | ||||||
| VOO × |
+23.26%
+10.66%/yr |
+14.37%/yr
(R2=0.798) |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| XDTE × |
+20.08%
+9.27%/yr |
+11.43%/yr
(R2=0.674) |
||||
| Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund | ||||||
| Thu 2024-03-07? to Tue 2026-03-31 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VFINX × |
$10,000.00
2024-03-07 |
$12,267.17
2026-03-31 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| VBMFX × |
$10,000.00
2024-03-07 |
$10,313.23
2026-03-31 |
||||
| Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund | ||||||
| VOO × |
$10,000.00
2024-03-07 |
$12,326.46
2026-03-31 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| XDTE × |
$10,000.00
2024-03-07 |
$12,007.85
2026-03-31 |
||||
| Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund | ||||||
| Thu 2024-03-07? to Tue 2026-03-31 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VFINX × | −7.34% |
−19.13%
2025-04-08 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| VBMFX × | −2.26% |
−5.23%
2025-01-14 |
||||
| Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund | ||||||
| VOO × | −7.10% |
−19.05%
2025-04-08 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| XDTE × | −6.52% |
−20.02%
2025-04-21 |
||||
| Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund | ||||||