All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2024-03-07? to Tue 2025-08-05 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VFINX × |
+5.22%
2025-08-05 |
29.49 TRR
2025-08-05 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
VBMFX × |
+2.18%
2025-08-05 |
2.23 TRR
2025-08-05 |
||||
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund | ||||||
VOO × |
+5.26%
2025-08-05 |
5.076 TRR
2025-08-05 |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
XDTE × |
+0.71%
2025-08-05 |
1.154 TRR
2025-08-05 |
||||
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund | ||||||
Thu 2024-03-07? to Tue 2025-08-05 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VFINX × |
+19.32%
+13.32%/yr |
+10.71%/yr
(R2=0.492) |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
VBMFX × |
+2.47%
+1.74%/yr |
+1.80%/yr
(R2=0.203) |
||||
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund | ||||||
VOO × |
+19.55%
+13.48%/yr |
+10.83%/yr
(R2=0.497) |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
XDTE × |
+15.42%
+10.68%/yr |
+8.52%/yr
(R2=0.301) |
||||
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund | ||||||
Thu 2024-03-07? to Tue 2025-08-05 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VFINX × |
$10,000.00
2024-03-07 |
$11,932.24
2025-08-05 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
VBMFX × |
$10,000.00
2024-03-07 |
$10,246.94
2025-08-05 |
||||
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund | ||||||
VOO × |
$10,000.00
2024-03-07 |
$11,955.40
2025-08-05 |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
XDTE × |
$10,000.00
2024-03-07 |
$11,541.71
2025-08-05 |
||||
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund | ||||||
Thu 2024-03-07? to Tue 2025-08-05 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VFINX × | −1.47% |
−19.13%
2025-04-08 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
VBMFX × | −1.73% |
−5.22%
2025-01-14 |
||||
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund | ||||||
VOO × | −1.48% |
−19.06%
2025-04-08 |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
XDTE × | −3.08% |
−20.02%
2025-04-21 |
||||
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund | ||||||