Historical Returns
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 11/09/1992.
AR inception is since 11/09/1992.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|
| P SMA 200d VFINX Monthly | NA | 27.56% | 3.27% | 10.76% | 7.86% | 9.96% | 9.89% |
| VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | NA | 37.82% | 8.86% | 15.20% | 12.89% | 14.04% | 10.46% |
| VBINX (VANGUARD BALANCED INDEX FUND INVESTOR SHARES) | NA | 23.38% | 1.77% | 7.20% | 7.34% | 8.81% | 7.32% |
| Ticker/Portfolio | Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | P SMA 200d VFINX Monthly | -1.79 | 27.56 | 3.27 | 10.76 | 7.86 | 9.96 | 9.89 | 11.05 | NA | 24.84 | 9.79 | -20.07 | 28.54 | 14.22 | 10.50 | -6.30 | 21.66 | 10.42 | -4.24 | 13.52 | 32.17 | 15.82 | -1.87 | 9.04 | 22.90 | 0.93 | 5.39 | 15.64 | 4.77 | 9.67 | 22.92 | -5.13 | 2.33 | -0.33 | 14.19 | 12.31 | 33.18 | 22.87 | 37.45 | -2.63 | 9.12 | 8.21 | 17.16 | -15.64 | 31.40 | 5.50 | -5.48 | 9.30 | 22.60 | 3.96 | 17.07 | 23.97 | -1.75 | NA | NA |
| VFINX (VANGUA...R SHARES) | -1.79 | 37.82 | 8.86 | 15.20 | 12.89 | 14.04 | 10.46 | 10.91 | NA | 24.84 | 26.12 | -18.24 | 28.53 | 18.74 | 31.33 | -4.55 | 21.66 | 11.83 | 1.23 | 13.52 | 32.17 | 15.82 | 1.96 | 14.91 | 26.52 | -37.02 | 5.39 | 15.64 | 4.77 | 10.74 | 28.50 | -22.17 | -12.03 | -9.05 | 21.08 | 28.62 | 33.18 | 22.87 | 37.45 | 1.18 | 10.15 | 8.24 | 32.05 | -3.33 | 28.37 | 14.92 | 3.97 | 9.30 | 22.60 | 3.67 | 17.07 | 19.25 | -8.55 | 27.89 | -2.07 | |
| VBINX (VANGUA...R SHARES) | -1.15 | 23.38 | 1.77 | 7.20 | 7.34 | 8.81 | 7.32 | 8.46 | NA | 10.42 | 14.70 | -17.67 | 12.02 | 15.05 | 21.67 | -2.97 | 13.75 | 8.64 | 0.36 | 9.81 | 17.96 | 11.33 | 4.14 | 13.13 | 20.09 | -22.21 | 6.17 | 11.03 | 4.65 | 10.58 | 19.86 | -9.55 | -3.03 | -0.32 | 15.30 | 19.18 | 21.05 | 12.97 | 28.14 | -1.55 | 11.55 | 3.69 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Sharpe Ratio | P SMA 200d VFINX Monthly | NA | 152.01 | -1.12 | 56.10 | 50.79 | NA | NA | 57.56 | 4.15 | 144.18 | 47.24 | -181.34 | 217.99 | 84.35 | 85.67 | -46.96 | 314.93 | 107.99 | -31.52 | 118.55 | 290.33 | 123.78 | -11.00 | 65.60 | 169.63 | 15.12 | 14.99 | 123.31 | 25.29 | 81.02 | 201.21 | -129.59 | 0.51 | -23.55 | 65.79 | 55.00 | 162.86 | 164.50 | 432.60 | -72.94 | 81.82 | 60.06 | 98.92 | -189.44 | 196.75 | 9.29 | -30.62 | 30.97 | 149.03 | -40.41 | 80.71 | 130.70 | -120.36 | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | 31.69 | 45.85 | 76.08 | 60.69 | NA | NA | 44.79 | -127.73 | 144.05 | 168.50 | -81.42 | 217.48 | 53.11 | 239.69 | -34.37 | 316.32 | 88.64 | 7.76 | 118.55 | 290.33 | 124.85 | 8.24 | 82.04 | 97.09 | -92.28 | 15.05 | 123.84 | 25.29 | 88.29 | 163.16 | -89.66 | -67.65 | -59.22 | 98.26 | 123.57 | 162.11 | 163.05 | 432.60 | -17.93 | 91.08 | 58.43 | 191.72 | -53.33 | 173.14 | 59.74 | -0.19 | 30.84 | 149.03 | -23.73 | 80.36 | 64.68 | -126.79 | 119.12 | -383.89 | |
| VBINX (VANGUA...R SHARES) | NA | -22.08 | 1.88 | 41.47 | 45.65 | NA | NA | 56.54 | -115.34 | 41.44 | 111.33 | -119.10 | 142.11 | 71.50 | 285.34 | -43.90 | 329.21 | 107.95 | 3.85 | 147.07 | 261.51 | 154.65 | 30.31 | 123.20 | 121.00 | -98.17 | 34.78 | 117.15 | 38.04 | 137.91 | 204.46 | -76.83 | -43.65 | -30.73 | 108.09 | 137.09 | 174.84 | 120.29 | 454.07 | -66.00 | 157.21 | 574.16 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Standard Deviation(%) | P SMA 200d VFINX Monthly | NA | 12.66 | 12.10 | 13.33 | 12.55 | NA | NA | 13.01 | 14.06 | 12.66 | 11.72 | 11.83 | 13.08 | 16.59 | 10.62 | 16.22 | 6.68 | 9.46 | 13.54 | 11.39 | 11.07 | 12.74 | 17.23 | 13.65 | 13.44 | 0.03 | 16.02 | 10.04 | 10.29 | 10.78 | 11.05 | 4.81 | 0.05 | 18.76 | 16.67 | 16.34 | 18.21 | 11.77 | 7.77 | 7.66 | 8.61 | 9.69 | 13.55 | 11.04 | 13.06 | 8.94 | 31.07 | 16.55 | 11.67 | 6.84 | 13.62 | 12.60 | 7.63 | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | 13.73 | 17.13 | 19.68 | 17.93 | NA | NA | 18.02 | 16.47 | 12.67 | 13.09 | 24.19 | 13.11 | 34.69 | 12.48 | 17.11 | 6.68 | 13.11 | 15.51 | 11.39 | 11.07 | 12.74 | 23.36 | 18.07 | 27.22 | 40.99 | 16.02 | 10.04 | 10.29 | 11.10 | 17.04 | 25.96 | 21.55 | 22.20 | 18.17 | 20.48 | 18.21 | 11.77 | 7.77 | 9.92 | 8.83 | 9.93 | 14.69 | 16.06 | 13.09 | 17.07 | 33.80 | 16.55 | 11.67 | 12.80 | 13.62 | 18.09 | 14.61 | 16.53 | 23.80 | |
| VBINX (VANGUA...R SHARES) | NA | 9.66 | 11.79 | 12.74 | 11.13 | NA | NA | 10.98 | 10.28 | 9.23 | 9.47 | 16.06 | 8.44 | 20.63 | 7.10 | 9.80 | 4.00 | 7.81 | 8.67 | 6.66 | 6.86 | 7.35 | 13.57 | 10.59 | 16.52 | 23.49 | 9.17 | 6.65 | 6.52 | 6.99 | 9.38 | 13.87 | 12.48 | 14.34 | 11.17 | 11.57 | 9.98 | 7.81 | 5.35 | 6.83 | 6.00 | 4.65 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Draw Down(%) | P SMA 200d VFINX Monthly | NA | 8.45 | 23.44 | 24.54 | 24.54 | NA | NA | 33.08 | 1.11 | 8.45 | 9.97 | 21.75 | 5.13 | 13.84 | 9.27 | 20.89 | 2.60 | 5.53 | 12.05 | 7.30 | 5.59 | 9.60 | 17.48 | 12.09 | 6.93 | 0.00 | 9.88 | 7.47 | 7.01 | 7.47 | 4.41 | 7.08 | 0.00 | 11.13 | 10.36 | 19.20 | 10.79 | 7.45 | 2.50 | 7.13 | 4.82 | 5.64 | 5.57 | 22.44 | 7.35 | 6.58 | 33.08 | 11.63 | 7.51 | 4.57 | 7.02 | 6.72 | 6.84 | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | 10.05 | 22.14 | 24.59 | 33.83 | NA | NA | 55.25 | 10.05 | 8.45 | 9.97 | 24.59 | 5.14 | 33.83 | 6.63 | 19.40 | 2.60 | 10.29 | 12.05 | 7.30 | 5.59 | 9.60 | 18.71 | 15.66 | 27.17 | 47.73 | 9.88 | 7.47 | 7.01 | 7.47 | 13.79 | 33.02 | 29.18 | 16.55 | 11.81 | 19.20 | 10.79 | 7.45 | 2.50 | 8.48 | 4.84 | 5.63 | 5.57 | 19.19 | 7.35 | 7.24 | 33.08 | 11.63 | 7.51 | 10.58 | 7.02 | 13.21 | 15.61 | 16.03 | 2.40 | |
| VBINX (VANGUA...R SHARES) | NA | 9.07 | 17.70 | 23.05 | 23.05 | NA | NA | 35.97 | 5.98 | 6.25 | 8.27 | 21.71 | 3.67 | 22.78 | 3.26 | 11.95 | 1.35 | 5.99 | 7.27 | 4.07 | 4.70 | 5.28 | 10.87 | 8.83 | 17.50 | 31.87 | 5.50 | 4.77 | 4.03 | 4.98 | 7.07 | 18.14 | 15.94 | 9.94 | 7.19 | 12.20 | 6.83 | 5.51 | 1.82 | 7.21 | 2.78 | 0.87 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Yield(%) | P SMA 200d VFINX Monthly | NA | 2.59 | 1.90 | 1.71 | 1.78 | NA | NA | 2.81 | NA | 0.65 | 2.55 | 1.25 | 1.48 | 1.29 | 1.87 | 1.94 | 2.01 | 1.65 | 1.47 | 1.98 | 2.20 | 2.31 | 0.89 | 0.91 | 1.93 | 0.93 | 1.93 | 1.85 | 1.80 | 1.60 | 1.60 | 0.96 | 2.33 | 1.73 | 2.38 | 2.03 | 2.76 | 2.66 | 3.17 | 2.38 | 2.86 | 3.13 | 2.26 | 3.03 | 7.41 | 5.40 | 2.92 | 3.94 | 4.68 | 7.29 | 5.04 | 8.85 | 7.72 | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| VBINX (VANGUA...R SHARES) | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Click here for comparison with other funds, portfolios or stocks
Return Calculator
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
calculate result (Annualized)
Dollar Cost Average Calculator
Starting Amount:
Investment Length (years):
Investment Symbol:
Regular Investment Amount ($):
DCA Frequency:
Share on
Rolling Returns
From 03/31/1981 to 01/08/2025, the worst annualized return of 3-year rolling returns is -3.95%.
From 03/31/1981 to 01/08/2025, the worst annualized return of 5-year rolling returns is 1.31%.
From 03/31/1981 to 01/08/2025, the worst annualized return of 10-year rolling returns is 5.53%.