VFINX,VBMFX,VOO,XDTE: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2024-03-07? to Fri 2026-05-15	YTD Return	TRR Price
VFINX ×	+5.55% 2026-05-15	33.79 TRR 2026-05-15
Vanguard 500 Index Fund Investor Shares Mutual Fund
VBMFX ×	−3.61% 2026-05-15	2.291 TRR 2026-05-15
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
VOO ×	+5.59% 2026-05-15	5.844 TRR 2026-05-15
Vanguard S&P 500 ETF Exchange-Traded Fund
XDTE ×	+3.52% 2026-05-15	1.301 TRR 2026-05-15
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund

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Returns

Thu 2024-03-07? to Fri 2026-05-15	Overall Return	Exponential Trendline
VFINX ×	+37.24% +15.57%/yr	+14.14%/yr (R2=0.814)
Vanguard 500 Index Fund Investor Shares Mutual Fund
VBMFX ×	+0.78% +0.36%/yr	+2.34%/yr (R2=0.528)
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
VOO ×	+37.63% +15.72%/yr	+14.26%/yr (R2=0.817)
Vanguard S&P 500 ETF Exchange-Traded Fund
XDTE ×	+30.10% +12.78%/yr	+11.32%/yr (R2=0.703)
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2024-03-07? to Fri 2026-05-15	Start Value	End Value
VFINX ×	$10,000.00 2024-03-07	$13,723.53 2026-05-15
Vanguard 500 Index Fund Investor Shares Mutual Fund
VBMFX ×	$10,000.00 2024-03-07	$10,077.82 2026-05-15
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
VOO ×	$10,000.00 2024-03-07	$13,763.12 2026-05-15
Vanguard S&P 500 ETF Exchange-Traded Fund
XDTE ×	$10,000.00 2024-03-07	$13,010.47 2026-05-15
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund

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Annual Returns

Year	VFINX	VBMFX	VOO	XDTE
2026 (YTD)	+5.55%	−3.61%	+5.59%	+3.52%
2025	+14.65%	+4.26%	+14.75%	+9.67%
2024	+21.34%	−1.69%	+21.47%	+14.60%
2023	+22.03%	+2.20%	+22.23%	—
2022	−23.21%	−18.50%	−23.14%	—
2021	+20.08%	−8.21%	+20.33%	—
2020	+17.14%	+6.19%	+16.73%	—
2019	+28.40%	+6.20%	+28.43%	—
2018	−6.33%	−1.99%	−6.29%	—
2017	+19.14%	+1.33%	+19.25%	—
2016	+9.56%	+0.42%	+9.89%	—
2015	+0.50%	−0.43%	+0.59%	—
2014	+12.67%	+4.98%	+12.71%	—
2013	+30.21%	−3.69%	+30.43%	—
2012	+13.85%	+2.29%	+14.02%	—
2011	−0.98%	+4.49%	−1.04%	—
2010	+13.22%	+4.75%	+14.35%	—
2009	+23.17%	+3.14%	—	—
2008	−37.08%	+5.00%	—	—
2007	+1.25%	+2.75%	—	—
2006	+12.80%	+1.75%	—	—
2005	+1.30%	−0.97%	—	—
2004	+7.25%	+0.98%	—	—
2003	+26.13%	+1.99%	—	—
2002	−23.98%	+5.91%	—	—
2001	−13.38%	+6.74%	—	—
2000	−12.04%	+7.79%	—	—
1999	+17.92%	−2.32%	—	—
1998	+26.58%	+6.92%	—	—
1997	+30.95%	+7.64%	—	—
1996	+18.92%	+0.29%	—	—
1995	+34.04%	+15.32%	—	—
1994	−1.46%	−5.13%	—	—
1993	+7.21%	+6.79%	—	—
1992	+5.19%	+4.24%	—	—
1991	+28.13%	+11.90%	—	—
1990	−8.35%	+2.45%	—	—
1989	+22.68%	+8.67%	—	—
1988	+10.06%	+2.88%	—	—
1987	−0.44%	−2.71%	—	—
1986	+8.11%	−0.66%	—	—
1985	+18.12%	—	—	—
1984	−0.27%	—	—	—
1983	+12.80%	—	—	—
1982	+14.85%	—	—	—
1981	−16.04%	—	—	—
1980	+13.66%	—	—	—
1979	−2.23%	—	—	—

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Drawdowns

Thu 2024-03-07? to Fri 2026-05-15	Current Drawdown	Worst Drawdown
VFINX ×	−1.23% from 2026-05-14 peak	−19.13% 2025-04-08 from 2025-02-19 peak
Vanguard 500 Index Fund Investor Shares Mutual Fund
VBMFX ×	−4.49% 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
VOO ×	−1.22% from 2026-05-14 peak	−19.06% 2025-04-08 from 2025-02-19 peak
Vanguard S&P 500 ETF Exchange-Traded Fund
XDTE ×	−1.21% from 2026-05-14 peak	−20.02% 2025-04-21 from 2024-12-06 peak
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund

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Rolling Returns

Period ending Fri 2026-05-15	1 Year	2 Years	3 Years	5 Years	10 Years
VFINX ×	+21.86%	+34.34% +15.92%/yr	+69.24% +19.17%/yr	+52.22% +8.76%/yr	+205.11% +11.80%/yr
Vanguard 500 Index Fund Investor Shares Mutual Fund
VBMFX ×	+0.46%	+2.12% +1.06%/yr	+0.25% +0.08%/yr	−19.97% −4.36%/yr	−17.18% −1.87%/yr
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
VOO ×	+21.97%	+34.64% +16.05%/yr	+69.76% +19.29%/yr	+53.11% +8.89%/yr	+207.38% +11.88%/yr
Vanguard S&P 500 ETF Exchange-Traded Fund
XDTE ×	+19.21%	+27.50% +12.93%/yr	—	—	—
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund