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

Thu 2024-03-07? to Mon 2025-09-22	YTD Return	TRR Price
VFINX ×	+11.63% 2025-09-22	31.17 TRR 2025-09-22
Vanguard 500 Index Fund Investor Shares Mutual Fund
VBMFX ×	+2.78% 2025-09-22	2.343 TRR 2025-09-22
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
XDTE ×	+5.90% 2025-09-22	1.214 TRR 2025-09-22
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund

---

Returns

Thu 2024-03-07? to Mon 2025-09-22	Overall Return	Exponential Trendline
VFINX ×	+26.59% +16.50%/yr	+12.14%/yr (R2=0.600)
Vanguard 500 Index Fund Investor Shares Mutual Fund
VBMFX ×	+3.07% +1.98%/yr	+2.07%/yr (R2=0.296)
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
XDTE ×	+21.36% +13.36%/yr	+9.32%/yr (R2=0.396)
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund

---

Growth of $10,000

Thu 2024-03-07? to Mon 2025-09-22	Start Value	End Value
VFINX ×	$10,000.00 2024-03-07	$12,659.16 2025-09-22
Vanguard 500 Index Fund Investor Shares Mutual Fund
VBMFX ×	$10,000.00 2024-03-07	$10,306.99 2025-09-22
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
XDTE ×	$10,000.00 2024-03-07	$12,136.43 2025-09-22
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund

---

Annual Returns

Year	VFINX	VBMFX	XDTE
2025 (YTD)	+11.63%	+2.78%	+5.90%
2024	+21.35%	−1.69%	+14.60%
2023	+22.03%	+2.20%	—
2022	−23.21%	−18.51%	—
2021	+20.08%	−8.22%	—
2020	+17.14%	+6.21%	—
2019	+28.40%	+6.15%	—
2018	−6.33%	−1.92%	—
2017	+19.14%	+1.33%	—
2016	+9.56%	+0.36%	—
2015	+0.50%	−0.35%	—
2014	+12.67%	+4.93%	—
2013	+30.22%	−3.67%	—
2012	+13.85%	+2.29%	—
2011	−0.98%	+4.50%	—
2010	+13.22%	+4.72%	—
2009	+23.17%	+3.14%	—
2008	−37.08%	+5.00%	—
2007	+1.25%	+2.74%	—
2006	+12.81%	+1.75%	—
2005	+1.30%	−0.97%	—
2004	+7.25%	+0.99%	—
2003	+26.13%	+1.99%	—
2002	−23.98%	+5.91%	—
2001	−13.38%	+6.74%	—
2000	−12.04%	+7.78%	—
1999	+17.92%	−2.31%	—
1998	+26.58%	+6.91%	—
1997	+30.95%	+7.64%	—
1996	+18.93%	+0.30%	—
1995	+34.04%	+15.31%	—
1994	−1.47%	−5.13%	—
1993	+7.21%	+6.80%	—
1992	+5.20%	+4.24%	—
1991	+28.13%	+11.89%	—
1990	−8.37%	+2.46%	—
1989	+22.67%	+8.66%	—
1988	+10.08%	+2.90%	—
1987	−0.46%	−2.73%	—
1986	+8.13%	−0.65%	—
1985	+18.12%	—	—
1984	−0.29%	—	—
1983	+12.82%	—	—
1982	+14.83%	—	—
1981	−16.03%	—	—
1980	+13.64%	—	—
1979	−2.21%	—	—

---

Drawdowns

Thu 2024-03-07? to Mon 2025-09-22	Current Drawdown	Worst Drawdown
VFINX ×	0.00%	−19.13% 2025-04-08
Vanguard 500 Index Fund Investor Shares Mutual Fund
VBMFX ×	−1.16%	−5.23% 2025-01-14
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
XDTE ×	0.00%	−20.02% 2025-04-21
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund