All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2024-03-07? to Mon 2025-09-15 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VFINX × |
+10.37%
2025-09-15 |
30.82 TRR
2025-09-15 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
VBMFX × |
+3.46%
2025-09-15 |
2.359 TRR
2025-09-15 |
||||
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund | ||||||
VOO × |
+10.44%
2025-09-15 |
5.326 TRR
2025-09-15 |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
XDTE × |
+5.05%
2025-09-15 |
1.204 TRR
2025-09-15 |
||||
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund | ||||||
Thu 2024-03-07? to Mon 2025-09-15 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VFINX × |
+25.16%
+15.86%/yr |
+11.88%/yr
(R2=0.585) |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
VBMFX × |
+3.76%
+2.45%/yr |
+2.00%/yr
(R2=0.278) |
||||
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund | ||||||
VOO × |
+25.44%
+16.03%/yr |
+12.01%/yr
(R2=0.589) |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
XDTE × |
+20.38%
+12.93%/yr |
+9.14%/yr
(R2=0.380) |
||||
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund | ||||||
Thu 2024-03-07? to Mon 2025-09-15 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VFINX × |
$10,000.00
2024-03-07 |
$12,516.26
2025-09-15 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
VBMFX × |
$10,000.00
2024-03-07 |
$10,375.77
2025-09-15 |
||||
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund | ||||||
VOO × |
$10,000.00
2024-03-07 |
$12,544.44
2025-09-15 |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
XDTE × |
$10,000.00
2024-03-07 |
$12,038.04
2025-09-15 |
||||
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund | ||||||
Thu 2024-03-07? to Mon 2025-09-15 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VFINX × | 0.00% |
−19.13%
2025-04-08 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
VBMFX × | −0.50% |
−5.22%
2025-01-14 |
||||
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund | ||||||
VOO × | 0.00% |
−19.06%
2025-04-08 |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
XDTE × | 0.00% |
−20.01%
2025-04-21 |
||||
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund | ||||||