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