Nasdaq - Delayed Quote USD

Vanguard 500 Index Investor (VFINX)

466.18 -2.14 (-0.46%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 6.25%
5y Average Return 13.25%
Number of Years Up 38
Number of Years Down 9
Best 1Y Total Return (Apr 25, 2024) 32.18%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 32.18%
Worst 3Y Total Return 7.51%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
VFINX
Category
YTD
10.52%
14.84%
1-Month
3.21%
1.65%
3-Month
10.52%
7.55%
1-Year
29.70%
40.47%
3-Year
11.33%
16.77%
5-Year
14.89%
16.15%
10-Year
12.81%
13.21%
Last Bull Market
39.93%
24.09%
Last Bear Market
-16.13%
-17.61%

Annual Total Return (%) History

Year
VFINX
Category
2024
--
--
2023
26.11%
--
2022
-18.23%
--
2021
28.53%
--
2020
18.25%
15.83%
2019
31.33%
28.78%
2018
-4.52%
-6.27%
2017
21.67%
20.44%

2016
11.82%
10.37%
2015
1.25%
-1.07%
2014
13.51%
10.96%
2013
32.18%
31.50%
2012
15.82%
14.96%
2011
1.97%
-1.27%
2010
14.91%
14.01%
2009
26.49%
28.17%
2008
-37.02%
-37.79%
2007
5.39%
6.16%
2006
15.64%
14.17%
2005
4.77%
5.88%
2004
10.74%
10.02%
2003
28.50%
27.05%
2002
-22.15%
-22.25%
2001
-12.02%
-13.50%
2000
-9.06%
-6.31%
1999
21.07%
20.16%
1998
28.62%
22.39%
1997
33.19%
28.37%
1996
22.88%
20.76%
1995
37.45%
32.35%
1994
1.18%
-0.93%
1993
9.89%
10.21%
1992
7.42%
7.00%
1991
30.22%
30.90%
1990
-3.32%
-3.13%
1989
31.36%
25.43%
1988
16.22%
14.20%
1987
4.71%
3.78%
1986
18.06%
16.30%
1985
31.23%
28.28%
1984
6.21%
2.28%
1983
21.29%
20.83%
1982
20.97%
25.29%
1981
-5.21%
-0.24%
1980
31.92%
30.03%
1979
18.05%
25.65%
1978
5.87%
10.59%
1977
-7.84%
-0.63%
1976
--
24.80%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.52% -- -- --
2023 7.46% 8.70% -3.30% 11.65%
2022 -4.63% -16.13% -4.92% 7.52%
2021 6.15% 8.49% 0.56% 10.99%
2020 -19.63% 20.52% 8.89% 12.12%
2019 13.62% 4.27% 1.67% 9.03%
2018 -0.79% 3.40% 7.67% -13.55%
2017 6.03% 3.05% 4.45% 6.61%
2016 1.31% 2.42% 3.82% 3.80%
2015 0.91% 0.26% -6.48% 7.00%

2014 1.76% 5.19% 1.09% 4.89%
2013 10.57% 2.87% 5.20% 10.46%
2012 12.54% -2.78% 6.31% -0.42%
2011 5.88% 0.07% -13.90% 11.78%
2010 5.35% -11.45% 11.26% 10.71%
2009 -11.00% 15.97% 15.59% 6.03%
2008 -9.47% -2.75% -8.36% -21.94%
2007 0.60% 6.24% 2.03% -3.36%
2006 4.18% -1.48% 5.62% 6.67%
2005 -2.16% 1.32% 3.58% 2.05%
2004 1.66% 1.68% -1.91% 9.21%
2003 -3.19% 15.39% 2.60% 12.12%
2002 0.24% -13.43% -17.22% 8.39%
2001 -11.90% 5.82% -14.72% 10.65%
2000 2.24% -2.61% -0.93% -7.81%
1999 4.98% 7.00% -6.25% 14.96%
1998 13.91% 3.29% -9.95% 21.39%
1997 2.63% 17.41% 7.48% 2.84%
1996 5.36% 4.44% 3.05% 8.36%
1995 9.71% 9.49% 7.94% 6.01%
1994 -3.84% 0.40% 4.86% -0.05%
1993 4.33% 0.43% 2.52% 2.30%
1992 -2.57% 1.87% 3.08% 5.00%
1991 14.47% -0.29% 5.28% 8.36%
1990 -3.07% 6.24% -13.78% 8.88%
1989 7.04% 8.79% 10.58% 2.02%
1988 5.64% 6.47% 0.34% 2.98%
1987 21.17% 5.02% 6.45% -22.71%
1986 13.96% 5.77% -7.13% 5.47%
1985 9.07% 7.25% -4.01% 16.86%
1984 -2.24% -2.62% 9.57% 1.83%
1983 9.69% 10.65% -0.25% 0.18%
1982 -7.16% -0.43% 11.05% 17.83%
1981 1.24% -2.40% -10.19% 6.82%
1980 -4.08% 13.17% 10.87% 9.62%
1979 6.94% 2.67% 7.52% -0.00%
1978 -5.23% 8.20% 8.67% -4.99%
1977 -7.55% 2.97% -2.90% -0.30%
1976 2.91% -- -- --

Rank in Category (By Total Return)

YTD 40
1-Month 55
3-Month 40
1-Year 37
3-Year 27
5-Year 27

Load Adjusted Returns

1-Year 29.70%
3-Year 11.33%
5-Year 14.89%
10-Year 12.81%

Performance & Risk

YTD Return 6.25%
5y Average Return 13.25%
Rank in Category (ytd) 40
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Vanguard
Net Assets 1.11T
YTD Return 10.52%
Yield 1.24%
Morningstar Rating
Inception Date Jun 24, 2016

Fund Summary

The fund employs an indexing investment approach designed to track the performance of the Standard & Poor's 500 Index, a widely recognized benchmark of U.S. stock market performance that is dominated by the stocks of large U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

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