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

Total Real Returns

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

Thu 2024-03-07? to Wed 2025-07-09 YTD
Return
TRR
Price
VFINX
×
+4.94%
2025-07-09
29.13 TRR
2025-07-09
Vanguard 500 Index Fund Investor Shares Mutual Fund
VBMFX
×
+1.37%
2025-07-09
2.39 TRR
2025-07-09
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
XDTE
×
+0.16%
2025-07-09
1.148 TRR
2025-07-09
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-03-07? to Wed 2025-07-09 Overall
Return
Exponential
Trendline
VFINX
×
+19.00%
+13.88%/yr
+9.95%/yr
(R2=0.423)
Vanguard 500 Index Fund Investor Shares Mutual Fund
VBMFX
×
+1.67%
+1.24%/yr
+1.94%/yr
(R2=0.202)
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
XDTE
×
+14.79%
+10.85%/yr
+8.30%/yr
(R2=0.258)
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-03-07? to Wed 2025-07-09 Start
Value
End
Value
VFINX
×
$10,000.00
2024-03-07
$11,900.34
2025-07-09
Vanguard 500 Index Fund Investor Shares Mutual Fund
VBMFX
×
$10,000.00
2024-03-07
$10,166.81
2025-07-09
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
XDTE
×
$10,000.00
2024-03-07
$11,478.51
2025-07-09
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund

Annual Returns

Year VFINX VBMFX XDTE
2025 (YTD) +4.94% +1.37% +0.16%
2024 +21.34% −1.68% +14.60%
2023 +22.03% +2.19%
2022 −23.21% −18.49%
2021 +20.08% −8.23%
2020 +17.14% +6.13%
2019 +28.40% +6.24%
2018 −6.33% −2.01%
2017 +19.15% +1.33%
2016 +9.56% +0.44%
2015 +0.49% −0.44%
2014 +12.67% +4.93%
2013 +30.21% −3.67%
2012 +13.85% +2.01%
2011 −0.98% +4.48%
2010 +13.21% +4.87%
2009 +23.17% +3.15%
2008 −37.08% +4.97%
2007 +1.25% +2.75%
2006 +12.80% +1.73%
2005 +1.30% −0.99%
2004 +7.24% +0.83%
2003 +26.14% +2.08%
2002 −23.98% +5.84%
2001 −13.38% +6.74%
2000 −12.03% +7.79%
1999 +17.91% −2.83%
1998 +26.59% +6.38%
1997 +30.95% +7.63%
1996 +18.92% +0.30%
1995 +34.03% +15.32%
1994 −1.44% −4.67%
1993 +7.20% +6.27%
1992 +5.19% +3.57%
1991 +28.11% +11.91%
1990 −8.91% +2.44%
1989 +22.70% +8.68%
1988 +10.06% +2.87%
1987 −0.46% +2.06%
1986 +8.10%
1985 +18.14%
1984 −0.25%
1983 +12.79%
1982 +14.85%
1981 −16.05%
1980 +13.65%
1979 −2.22%

Drawdowns

Thu 2024-03-07? to Wed 2025-07-09 Current
Drawdown
Worst
Drawdown
VFINX
×
−0.29% −19.13%
2025-04-08
Vanguard 500 Index Fund Investor Shares Mutual Fund
VBMFX
×
−2.51% −5.22%
2025-01-14
Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
XDTE
×
−3.63% −20.02%
2025-04-21
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund