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 2025-08-05 YTD
Return
TRR
Price
VFINX
×
+5.22%
2025-08-05
29.49 TRR
2025-08-05
Vanguard 500 Index Fund Investor Shares Mutual Fund
VBMFX
×
+2.18%
2025-08-05
2.23 TRR
2025-08-05
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
VOO
×
+5.26%
2025-08-05
5.076 TRR
2025-08-05
Vanguard S&P 500 ETF Exchange-Traded Fund
XDTE
×
+0.71%
2025-08-05
1.154 TRR
2025-08-05
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-03-07? to Tue 2025-08-05 Overall
Return
Exponential
Trendline
VFINX
×
+19.32%
+13.32%/yr
+10.71%/yr
(R2=0.492)
Vanguard 500 Index Fund Investor Shares Mutual Fund
VBMFX
×
+2.47%
+1.74%/yr
+1.80%/yr
(R2=0.203)
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
VOO
×
+19.55%
+13.48%/yr
+10.83%/yr
(R2=0.497)
Vanguard S&P 500 ETF Exchange-Traded Fund
XDTE
×
+15.42%
+10.68%/yr
+8.52%/yr
(R2=0.301)
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 2025-08-05 Start
Value
End
Value
VFINX
×
$10,000.00
2024-03-07
$11,932.24
2025-08-05
Vanguard 500 Index Fund Investor Shares Mutual Fund
VBMFX
×
$10,000.00
2024-03-07
$10,246.94
2025-08-05
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
VOO
×
$10,000.00
2024-03-07
$11,955.40
2025-08-05
Vanguard S&P 500 ETF Exchange-Traded Fund
XDTE
×
$10,000.00
2024-03-07
$11,541.71
2025-08-05
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund

Annual Returns

Year VFINX VBMFX VOO XDTE
2025 (YTD) +5.22% +2.18% +5.26% +0.71%
2024 +21.34% −1.69% +21.48% +14.60%
2023 +22.03% +2.20% +22.23%
2022 −23.21% −18.54% −23.14%
2021 +20.08% −8.29% +20.33%
2020 +17.14% +6.21% +16.73%
2019 +28.40% +6.14% +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% +4.92% +12.71%
2013 +30.22% −3.84% +30.42%
2012 +13.85% +2.19% +14.02%
2011 −0.99% +4.48% −1.04%
2010 +13.22% +4.79% +14.34%
2009 +23.16% +3.13%
2008 −37.08% +4.99%
2007 +1.25% +2.75%
2006 +12.80% +1.75%
2005 +1.30% −1.00%
2004 +7.25% +0.79%
2003 +26.13% +1.98%
2002 −23.98% +5.80%
2001 −13.38% +6.74%
2000 −12.04% +7.78%
1999 +18.55% −2.96%
1998 +27.02% +5.97%
1997 +30.06% +7.65%
1996 +18.49% +0.28%
1995 +33.74% +15.32%
1994 −1.25% −5.15%
1993 +6.76% +5.64%
1992 +6.35% +3.24%
1991 +28.13% +11.90%
1990 −8.50% +2.44%
1989 +22.69% +8.68%
1988 +10.05% +2.87%
1987 −0.43% −2.70%
1986 +8.12% −0.64%
1985 +18.12%
1984 −0.29%
1983 +12.82%
1982 +14.83%
1981 −16.05%
1980 +13.69%
1979 −2.23%

Drawdowns

Thu 2024-03-07? to Tue 2025-08-05 Current
Drawdown
Worst
Drawdown
VFINX
×
−1.47% −19.13%
2025-04-08
Vanguard 500 Index Fund Investor Shares Mutual Fund
VBMFX
×
−1.73% −5.22%
2025-01-14
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
VOO
×
−1.48% −19.06%
2025-04-08
Vanguard S&P 500 ETF Exchange-Traded Fund
XDTE
×
−3.08% −20.02%
2025-04-21
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund