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

Total Real Returns

VFINX,VBMFX,WM,CAT: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Wed 1988-06-22? to Fri 2024-09-20 YTD
Return
TRR
Price
VFINX
×
+17.42%
2024-09-20
26.85 TRR
2024-09-20
Vanguard 500 Index Fund Investor Shares Mutual Fund
VBMFX
×
+1.66%
2024-09-20
2.339 TRR
2024-09-20
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
WM
×
+12.11%
2024-09-20
28.71 TRR
2024-09-20
Waste Management Inc NYSE Common Stock
CAT
×
+22.90%
2024-09-20
25.95 TRR
2024-09-20
Caterpillar Inc NYSE Common Stock

Returns

Wed 1988-06-22? to Fri 2024-09-20 Overall
Return
Exponential
Trendline
VFINX
×
+1,480.38%
+7.91%/yr
+6.56%/yr
(R2=0.880)
Vanguard 500 Index Fund Investor Shares Mutual Fund
VBMFX
×
+125.38%
+2.27%/yr
+2.58%/yr
(R2=0.836)
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
WM
×
+2,771.01%
+9.70%/yr
+8.18%/yr
(R2=0.773)
Waste Management Inc NYSE Common Stock
CAT
×
+2,541.98%
+9.45%/yr
+9.76%/yr
(R2=0.939)
Caterpillar Inc NYSE Common Stock

Growth of $10,000

Wed 1988-06-22? to Fri 2024-09-20 Start
Value
End
Value
VFINX
×
$10,000.00
1988-06-22
$158,038.33
2024-09-20
Vanguard 500 Index Fund Investor Shares Mutual Fund
VBMFX
×
$10,000.00
1988-06-22
$22,538.09
2024-09-20
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
WM
×
$10,000.00
1988-06-22
$287,100.86
2024-09-20
Waste Management Inc NYSE Common Stock
CAT
×
$10,000.00
1988-06-22
$264,197.71
2024-09-20
Caterpillar Inc NYSE Common Stock

Annual Returns

Year VFINX VBMFX WM CAT
2024 (YTD) +17.42% +1.66% +12.11% +22.90%
2023 +22.03% +2.19% +12.43% +21.87%
2022 −23.21% −18.54% −10.29% +11.40%
2021 +20.08% −8.16% +34.37% +8.33%
2020 +17.14% +6.16% +4.04% +25.26%
2019 +28.40% +6.19% +27.53% +16.85%
2018 −6.33% −2.25% +3.36% −19.10%
2017 +19.14% +1.31% +21.89% +71.41%
2016 +9.56% +0.44% +33.62% +39.21%
2015 +0.50% −0.61% +6.35% −23.53%
2014 +12.67% +4.76% +17.35% +2.70%
2013 +30.22% −3.87% +35.78% +1.89%
2012 +13.85% +1.97% +5.81% −0.14%
2011 −0.98% +4.50% −10.37% −4.29%
2010 +13.21% +4.82% +11.57% +66.05%
2009 +23.17% +3.10% +3.49% +29.69%
2008 −37.08% +4.99% +4.65% −36.86%
2007 +1.24% +2.76% −12.34% +15.75%
2006 +12.81% +1.75% +21.16% +5.21%
2005 +1.30% −1.34% +0.76% +15.61%
2004 +7.25% +0.24% +0.52% +13.77%
2003 +26.13% +1.99% +26.83% +78.22%
2002 −23.98% +5.33% −29.81% −14.51%
2001 −13.37% +6.74% +13.27% +8.75%
2000 −12.04% +7.78% +56.27% −2.75%
1999 +17.92% −2.94% −64.08% −0.37%
1998 +26.59% +6.51% +16.94% −6.64%
1997 +30.95% +7.64% +21.07% +26.72%
1996 +18.92% +0.29% +63.47% +24.01%
1995 +34.04% +15.32% +61.86% +3.89%
1994 −1.46% −5.15% −2.65% +20.71%
1993 +7.21% +5.54% −23.65% +61.48%
1992 +5.18% +3.24% −19.48% +18.77%
1991 +28.14% +11.63% +186.02% −9.42%
1990 −8.91% +2.44% +237.72% −23.46%
1989 +22.66% +8.68% −36.68% −13.07%
1988 +10.06% +2.89% −47.81% −1.70%
1987 −0.43% +2.03% +47.91%
1986 +8.08% −5.51%
1985 +18.16% +30.53%
1984 −0.29% −36.88%
1983 +12.83% +13.45%
1982 +14.84% −30.35%
1981 −16.03% −12.18%
1980 +13.64% +13.79%
1979 −2.24%

Drawdowns

Wed 1988-06-22? to Fri 2024-09-20 Current
Drawdown
Worst
Drawdown
VFINX
×
−0.20% −58.52%
2009-03-09
Vanguard 500 Index Fund Investor Shares Mutual Fund
VBMFX
×
−23.06% −30.96%
2023-10-19
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
WM
×
−8.56% −78.48%
2000-03-28
Waste Management Inc NYSE Common Stock
CAT
×
−2.85% −73.92%
2009-03-02
Caterpillar Inc NYSE Common Stock