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 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

Returns

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

Growth of $10,000

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

Annual Returns

Year VFINX VBMFX VOO XDTE
2026 (YTD) −5.65% −1.36% −5.43% −4.45%
2025 +14.65% +4.25% +14.75% +9.67%
2024 +21.34% −1.68% +21.48% +14.58%
2023 +22.03% +2.20% +22.23%
2022 −23.21% −18.54% −23.14%
2021 +20.07% −8.15% +20.33%
2020 +17.14% +6.19% +16.73%
2019 +28.40% +6.12% +28.43%
2018 −6.33% −1.94% −6.29%
2017 +19.14% +1.34% +19.25%
2016 +9.56% +0.36% +9.89%
2015 +0.49% −0.36% +0.59%
2014 +12.67% +4.98% +12.71%
2013 +30.22% −3.71% +30.43%
2012 +13.84% +2.31% +14.02%
2011 −0.98% +4.44% −1.04%
2010 +13.21% +4.76% +14.34%
2009 +23.17% +3.14%
2008 −37.08% +4.99%
2007 +1.24% +2.76%
2006 +12.81% +1.74%
2005 +1.30% −0.96%
2004 +7.24% +0.99%
2003 +26.13% +1.99%
2002 −23.98% +5.92%
2001 −13.37% +6.72%
2000 −12.04% +7.79%
1999 +17.92% −2.32%
1998 +26.59% +6.92%
1997 +30.95% +7.65%
1996 +18.92% +0.29%
1995 +34.05% +15.31%
1994 −1.46% −5.15%
1993 +7.20% +6.81%
1992 +5.20% +4.24%
1991 +28.13% +11.90%
1990 −8.36% +2.44%
1989 +22.67% +8.67%
1988 +10.08% +2.88%
1987 −0.46% −2.71%
1986 +8.10% −0.65%
1985 +18.13%
1984 −0.25%
1983 +12.77%
1982 +14.88%
1981 −16.06%
1980 +13.69%
1979 −2.26%

Drawdowns

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