All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 1988-11-17💬 to Mon 2026-10-12 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VFINX × |
+2,084.66%
+8.48%/yr |
+6.78%/yr
R2=0.895 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| VEIPX × |
+1,481.32%
+7.56%/yr |
+6.88%/yr
R2=0.952 |
||||
| Vanguard Equity Income Fund Investor Shares Mutual Fund | ||||||
| Thu 1988-11-17💬 to Mon 2026-10-12 |
Start
Value |
End
Value |
|---|---|---|
| VFINX × |
$10,000.00
1988-11-17 |
$218,465.55
2026-10-12 |
| VEIPX × |
$10,000.00
1988-11-17 |
$158,132.17
2026-10-12 |
| YTD | YoY | |
|---|---|---|
| VFINX × | +10.77% | +16.22% |
| VEIPX × | +6.79% | +12.88% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| VFINX × |
−0.28%
on 2026-10-12 from 2026-08-13 peak |
−58.52%
on 2009-03-09 from 2000-03-23 peak |
| VEIPX × |
−4.48%
on 2026-10-12 from 2026-08-13 peak |
−54.92%
on 2009-03-09 from 2007-10-09 peak |
| Period ending Mon 2026-10-12 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| VFINX × | +16.22% |
+28.71% +13.45%/yr |
+70.08% +19.37%/yr |
+56.57% +9.38%/yr |
+206.11% +11.84%/yr |
| VEIPX × | +12.88% |
+19.40% +9.27%/yr |
+49.47% +14.34%/yr |
+40.04% +6.97%/yr |
+120.78% +8.24%/yr |
| Year | VFINX | VEIPX |
|---|---|---|
| 2026 (YTD) | +10.77% | +6.79% |
| 2025 | +14.65% | +14.09% |
| 2024 | +21.34% | +11.59% |
| 2023 | +22.03% | +4.18% |
| 2022 | −23.21% | −6.23% |
| 2021 | +20.08% | +17.17% |
| 2020 | +17.14% | +1.59% |
| 2019 | +28.40% | +22.42% |
| 2018 | −6.33% | −7.51% |
| 2017 | +19.14% | +15.95% |
| 2016 | +9.56% | +12.38% |
| 2015 | +0.50% | +0.09% |
| 2014 | +12.67% | +10.54% |
| 2013 | +30.21% | +28.14% |
| 2012 | +13.85% | +11.56% |
| 2011 | −0.98% | +7.44% |
| 2010 | +13.22% | +13.19% |
| 2009 | +23.17% | +14.05% |
| 2008 | −37.08% | −30.96% |
| 2007 | +1.25% | +0.65% |
| 2006 | +12.80% | +17.67% |
| 2005 | +1.30% | +0.91% |
| 2004 | +7.25% | +9.96% |
| 2003 | +26.13% | +22.84% |
| 2002 | −23.98% | −17.63% |
| 2001 | −13.38% | −3.83% |
| 2000 | −12.04% | +10.21% |
| 1999 | +17.92% | −2.58% |
| 1998 | +26.58% | +15.71% |
| 1997 | +30.95% | +28.96% |
| 1996 | +18.92% | +13.57% |
| 1995 | +34.04% | +33.97% |
| 1994 | −1.46% | −4.15% |
| 1993 | +7.21% | +11.92% |
| 1992 | +5.19% | +6.12% |
| 1991 | +28.13% | +21.69% |
| 1990 | −8.35% | −17.01% |
| 1989 | +22.68% | +21.02% |
| 1988 | +10.06% | +3.23% |
| 1987 | −0.44% | — |
| 1986 | +8.11% | — |
| 1985 | +18.12% | — |
| 1984 | −0.27% | — |
| 1983 | +12.80% | — |
| 1982 | +14.85% | — |
| 1981 | −16.04% | — |
| 1980 | +13.66% | — |
| 1979 | −2.24% | — |
