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

Total Real Returns

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

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

Returns

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

Growth of $10,000

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

Annual Returns

Year VFINX VBMFX VOO XDTE
2025 (YTD) +10.37% +3.46% +10.44% +5.05%
2024 +21.34% −1.69% +21.48% +14.59%
2023 +22.03% +2.20% +22.23%
2022 −23.21% −18.48% −23.14%
2021 +20.07% −8.23% +20.33%
2020 +17.14% +6.22% +16.73%
2019 +28.39% +6.16% +28.43%
2018 −6.33% −2.01% −6.29%
2017 +19.14% +1.33% +19.25%
2016 +9.56% +0.44% +9.89%
2015 +0.50% −0.44% +0.59%
2014 +12.67% +5.02% +12.71%
2013 +30.21% −3.76% +30.42%
2012 +13.85% +2.29% +14.02%
2011 −0.99% +4.50% −1.04%
2010 +13.21% +4.78% +14.34%
2009 +23.17% +3.14%
2008 −37.08% +5.00%
2007 +1.25% +2.74%
2006 +12.80% +1.75%
2005 +1.30% −0.97%
2004 +7.25% +0.99%
2003 +26.12% +1.98%
2002 −23.97% +5.92%
2001 −13.38% +6.73%
2000 −12.03% +7.79%
1999 +17.91% −2.32%
1998 +26.58% +6.91%
1997 +30.94% +7.64%
1996 +18.92% +0.29%
1995 +34.05% +15.32%
1994 −1.47% −5.13%
1993 +7.21% +6.80%
1992 +5.18% +4.24%
1991 +28.15% +11.90%
1990 −8.35% +2.44%
1989 +22.66% +8.66%
1988 +10.05% +2.91%
1987 −0.43% −2.73%
1986 +8.10% −0.65%
1985 +18.13%
1984 −0.25%
1983 +12.78%
1982 +14.84%
1981 −16.04%
1980 +13.65%
1979 −2.22%

Drawdowns

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