All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2024-03-07? to Wed 2025-06-18 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VFINX × |
+0.30%
2025-06-18 |
27.84 TRR
2025-06-18 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
VBMFX × |
+0.77%
2025-06-18 |
2.376 TRR
2025-06-18 |
||||
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund | ||||||
VOO × |
+0.31%
2025-06-18 |
4.838 TRR
2025-06-18 |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
XDTE × |
−3.82%
2025-06-18 |
1.102 TRR
2025-06-18 |
||||
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund | ||||||
Thu 2024-03-07? to Wed 2025-06-18 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VFINX × |
+13.74%
+10.57%/yr |
+9.59%/yr
(R2=0.380) |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
VBMFX × |
+1.06%
+0.83%/yr |
+1.96%/yr
(R2=0.186) |
||||
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund | ||||||
VOO × |
+13.94%
+10.72%/yr |
+9.70%/yr
(R2=0.385) |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
XDTE × |
+10.22%
+7.89%/yr |
+8.44%/yr
(R2=0.242) |
||||
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund | ||||||
Thu 2024-03-07? to Wed 2025-06-18 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VFINX × |
$10,000.00
2024-03-07 |
$11,374.11
2025-06-18 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
VBMFX × |
$10,000.00
2024-03-07 |
$10,106.44
2025-06-18 |
||||
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund | ||||||
VOO × |
$10,000.00
2024-03-07 |
$11,393.60
2025-06-18 |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
XDTE × |
$10,000.00
2024-03-07 |
$11,022.29
2025-06-18 |
||||
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund | ||||||
Thu 2024-03-07? to Wed 2025-06-18 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VFINX × | −3.21% |
−19.13%
2025-04-08 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
VBMFX × | −3.08% |
−5.21%
2025-01-14 |
||||
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund | ||||||
VOO × | −3.20% |
−19.05%
2025-04-08 |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
XDTE × | −7.46% |
−20.03%
2025-04-21 |
||||
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund | ||||||