All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2010-09-09💬 to Mon 2026-06-22 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| VOO × |
+5.87%
2026-06-22 |
+21.58%
2026-06-22 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| TIBIX × |
+13.37%
2026-06-22 |
+31.77%
2026-06-22 |
||||
| Thornburg Investment Income Builder Fund - Class I Mutual Fund | ||||||
| VFIAX × |
+5.89%
2026-06-22 |
+21.50%
2026-06-22 |
||||
| Vanguard 500 Index Fund Admiral Shares Mutual Fund | ||||||
| Thu 2010-09-09💬 to Mon 2026-06-22 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VOO × |
+485.91%
+11.85%/yr |
+10.77%/yr
(R2=0.970) |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| TIBIX × |
+219.46%
+7.64%/yr |
+5.17%/yr
(R2=0.854) |
||||
| Thornburg Investment Income Builder Fund - Class I Mutual Fund | ||||||
| VFIAX × |
+484.85%
+11.84%/yr |
+10.75%/yr
(R2=0.970) |
||||
| Vanguard 500 Index Fund Admiral Shares Mutual Fund | ||||||
| Thu 2010-09-09💬 to Mon 2026-06-22 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VOO × |
$10,000.00
2010-09-09 |
$58,591.12
2026-06-22 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| TIBIX × |
$10,000.00
2010-09-09 |
$31,946.48
2026-06-22 |
||||
| Thornburg Investment Income Builder Fund - Class I Mutual Fund | ||||||
| VFIAX × |
$10,000.00
2010-09-09 |
$58,485.18
2026-06-22 |
||||
| Vanguard 500 Index Fund Admiral Shares Mutual Fund | ||||||
| Year | VOO | TIBIX | VFIAX |
|---|---|---|---|
| 2026 (YTD) | +5.87% | +13.37% | +5.89% |
| 2025 | +14.75% | +33.44% | +14.76% |
| 2024 | +21.47% | +10.30% | +21.47% |
| 2023 | +22.23% | +14.45% | +22.15% |
| 2022 | −23.14% | −13.30% | −23.13% |
| 2021 | +20.33% | +12.44% | +20.20% |
| 2020 | +16.73% | −1.65% | +16.73% |
| 2019 | +28.43% | +15.37% | +28.52% |
| 2018 | −6.29% | −5.92% | −6.24% |
| 2017 | +19.25% | +12.85% | +19.26% |
| 2016 | +9.89% | +7.62% | +9.67% |
| 2015 | +0.59% | −5.76% | +0.61% |
| 2014 | +12.71% | +4.65% | +12.80% |
| 2013 | +30.43% | +15.11% | +30.37% |
| 2012 | +14.02% | +9.95% | +13.99% |
| 2011 | −1.04% | −2.17% | −0.87% |
| 2010 | +14.35% | +12.20% | +13.35% |
| 2009 | — | +39.88% | +23.30% |
| 2008 | — | −31.91% | −37.03% |
| 2007 | — | +15.05% | +1.33% |
| 2006 | — | +23.16% | +12.91% |
| 2005 | — | +7.90% | +1.39% |
| 2004 | — | +14.39% | +8.10% |
| 2003 | — | +6.18% | +26.71% |
| 2002 | — | — | −23.93% |
| 2001 | — | — | −13.32% |
| 2000 | — | — | −2.09% |
| Thu 2010-09-09💬 to Mon 2026-06-22 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VOO × |
−1.96%
from 2026-06-02 peak |
−33.95%
2020-03-23 from 2020-02-19 peak |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| TIBIX × |
−0.59%
from 2026-06-02 peak |
−34.98%
2020-03-23 from 2020-01-17 peak |
||||
| Thornburg Investment Income Builder Fund - Class I Mutual Fund | ||||||
| VFIAX × |
−1.94%
from 2026-06-02 peak |
−33.78%
2020-03-23 from 2020-02-19 peak |
||||
| Vanguard 500 Index Fund Admiral Shares Mutual Fund | ||||||
| Period ending Mon 2026-06-22 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| VOO × | +21.58% |
+31.13% +14.51%/yr |
+60.99% +17.20%/yr |
+52.33% +8.78%/yr |
+203.01% +11.72%/yr |
|
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| TIBIX × | +31.77% |
+57.53% +25.51%/yr |
+81.73% +22.03%/yr |
+72.93% +11.58%/yr |
+139.35% +9.12%/yr |
|
| Thornburg Investment Income Builder Fund - Class I Mutual Fund | ||||||
| VFIAX × | +21.50% |
+31.06% +14.48%/yr |
+60.95% +17.19%/yr |
+52.25% +8.77%/yr |
+202.55% +11.71%/yr |
|
| Vanguard 500 Index Fund Admiral Shares Mutual Fund | ||||||
