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

Wed 1988-06-22? to Mon 2025-01-13	YTD Return	TRR Price
VFINX ×	−0.83% 2025-01-13	27.48 TRR 2025-01-13
Vanguard 500 Index Fund Investor Shares Mutual Fund
WM ×	+2.74% 2025-01-13	29.17 TRR 2025-01-13
Waste Management Inc NYSE Common Stock
CAT ×	−0.17% 2025-01-13	25.47 TRR 2025-01-13
Caterpillar Inc NYSE Common Stock
MSFT ×	−1.12% 2025-01-13	2404.55 TRR 2025-01-13
Microsoft Corporation NASDAQ Common Stock

---

Returns

Wed 1988-06-22? to Mon 2025-01-13	Overall Return	Exponential Trendline
VFINX ×	+1,516.20% +7.91%/yr	+6.60%/yr (R2=0.883)
Vanguard 500 Index Fund Investor Shares Mutual Fund
WM ×	+2,817.21% +9.67%/yr	+8.24%/yr (R2=0.779)
Waste Management Inc NYSE Common Stock
CAT ×	+2,494.85% +9.31%/yr	+9.82%/yr (R2=0.940)
Caterpillar Inc NYSE Common Stock
MSFT ×	+54,143.92% +18.79%/yr	+14.57%/yr (R2=0.832)
Microsoft Corporation NASDAQ Common Stock

---

Growth of $10,000

Wed 1988-06-22? to Mon 2025-01-13	Start Value	End Value
VFINX ×	$10,000.00 1988-06-22	$161,619.68 2025-01-13
Vanguard 500 Index Fund Investor Shares Mutual Fund
WM ×	$10,000.00 1988-06-22	$291,720.55 2025-01-13
Waste Management Inc NYSE Common Stock
CAT ×	$10,000.00 1988-06-22	$259,484.61 2025-01-13
Caterpillar Inc NYSE Common Stock
MSFT ×	$10,000.00 1988-06-22	$5,424,392.15 2025-01-13
Microsoft Corporation NASDAQ Common Stock

---

Annual Returns

Year	VFINX	WM	CAT	MSFT
2025 (YTD)	−0.83%	+2.74%	−0.17%	−1.12%
2024	+21.11%	+10.87%	+20.93%	+9.55%
2023	+22.03%	+12.43%	+21.87%	+53.07%
2022	−23.21%	−10.30%	+11.39%	−32.40%
2021	+20.08%	+34.36%	+8.33%	+42.46%
2020	+17.14%	+4.05%	+25.26%	+40.61%
2019	+28.40%	+27.54%	+16.84%	+54.04%
2018	−6.33%	+3.35%	−19.10%	+18.53%
2017	+19.15%	+21.90%	+71.40%	+37.83%
2016	+9.56%	+33.61%	+39.24%	+12.73%
2015	+0.50%	+6.36%	−23.54%	+21.80%
2014	+12.67%	+17.33%	+2.70%	+26.61%
2013	+30.21%	+35.82%	+1.89%	+42.18%
2012	+13.85%	+5.81%	−0.13%	+3.97%
2011	−0.98%	−10.39%	−4.30%	−7.26%
2010	+13.21%	+11.59%	+66.05%	−7.91%
2009	+23.17%	+3.45%	+29.70%	+56.25%
2008	−37.08%	+4.68%	−36.87%	−44.45%
2007	+1.25%	−12.36%	+15.74%	+16.12%
2006	+12.81%	+21.18%	+5.22%	+12.96%
2005	+1.30%	+0.76%	+15.62%	−4.21%
2004	+7.24%	+0.52%	+13.74%	+5.69%
2003	+26.12%	+26.80%	+78.27%	+4.85%
2002	−23.97%	−29.79%	−14.54%	−23.77%
2001	−13.37%	+13.27%	+8.74%	+50.41%
2000	−12.04%	+56.21%	−2.75%	−64.07%
1999	+17.92%	−64.07%	−0.37%	+63.97%
1998	+26.57%	+16.95%	−6.66%	+111.23%
1997	+30.95%	+21.08%	+26.74%	+53.74%
1996	+18.92%	+63.48%	+23.98%	+82.33%
1995	+34.04%	+61.81%	+3.95%	+39.98%
1994	−1.46%	−2.65%	+20.61%	+47.67%
1993	+7.20%	−23.63%	+61.56%	−8.08%
1992	+5.19%	−19.47%	+18.77%	+11.88%
1991	+28.13%	+185.97%	−9.42%	+115.11%
1990	−8.92%	+237.64%	−23.46%	+63.02%
1989	+22.70%	−36.68%	−13.06%	+56.15%
1988	+10.05%	−47.81%	−1.78%	−6.01%
1987	−0.43%	—	+47.99%	+115.41%
1986	+8.09%	—	−5.50%	+70.20%
1985	+18.15%	—	+30.53%	—
1984	−0.30%	—	−36.87%	—
1983	+12.80%	—	+13.45%	—
1982	+14.86%	—	−30.39%	—
1981	−16.06%	—	−12.11%	—
1980	+13.66%	—	+13.70%	—
1979	−2.19%	—	—	—

---

Drawdowns

Wed 1988-06-22? to Mon 2025-01-13	Current Drawdown	Worst Drawdown
VFINX ×	−4.34%	−58.52% 2009-03-09
Vanguard 500 Index Fund Investor Shares Mutual Fund
WM ×	−9.15%	−78.48% 2000-03-28
Waste Management Inc NYSE Common Stock
CAT ×	−13.29%	−73.92% 2009-03-02
Caterpillar Inc NYSE Common Stock
MSFT ×	−11.08%	−75.74% 2009-03-09
Microsoft Corporation NASDAQ Common Stock