All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2024-03-07? to Tue 2025-07-15 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VFINX × |
+4.42%
2025-07-15 |
28.98 TRR
2025-07-15 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
VBMFX × |
+0.43%
2025-07-15 |
2.368 TRR
2025-07-15 |
||||
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund | ||||||
VOO × |
+4.41%
2025-07-15 |
5.036 TRR
2025-07-15 |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
XDTE × |
−0.23%
2025-07-15 |
1.143 TRR
2025-07-15 |
||||
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund | ||||||
Thu 2024-03-07? to Tue 2025-07-15 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VFINX × |
+18.42%
+13.29%/yr |
+10.08%/yr
(R2=0.437) |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
VBMFX × |
+0.73%
+0.54%/yr |
+1.88%/yr
(R2=0.196) |
||||
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund | ||||||
VOO × |
+18.60%
+13.41%/yr |
+10.20%/yr
(R2=0.442) |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
XDTE × |
+14.35%
+10.40%/yr |
+8.29%/yr
(R2=0.264) |
||||
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund | ||||||
Thu 2024-03-07? to Tue 2025-07-15 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VFINX × |
$10,000.00
2024-03-07 |
$11,842.12
2025-07-15 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
VBMFX × |
$10,000.00
2024-03-07 |
$10,072.70
2025-07-15 |
||||
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund | ||||||
VOO × |
$10,000.00
2024-03-07 |
$11,859.89
2025-07-15 |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
XDTE × |
$10,000.00
2024-03-07 |
$11,434.51
2025-07-15 |
||||
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund | ||||||
Thu 2024-03-07? to Tue 2025-07-15 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VFINX × | −0.63% |
−19.13%
2025-04-08 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
VBMFX × | −3.41% |
−5.23%
2025-01-14 |
||||
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund | ||||||
VOO × | −0.67% |
−19.05%
2025-04-08 |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
XDTE × | −3.99% |
−20.03%
2025-04-21 |
||||
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund | ||||||