All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

RTH vs. SPY: Total Return Chart (with Dividends Reinvested)

Growth of $10,000

Wed 2001-05-02💬 to Wed 2026-10-21 Overall
Return 		Exponential
Trendline
RTH × 		+1,158.45%
+10.45%/yr 		+12.55%/yr
R2=0.945
VanEck Retail ETF NASDAQ Exchange-Traded Fund
SPY × 		+862.55%
+9.30%/yr 		+10.22%/yr
R2=0.927
State Street SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000 Summary

Wed 2001-05-02💬 to Wed 2026-10-21 Start
Value 		End
Value
RTH × 		$10,000.00
2001-05-02 		$125,845.04
2026-10-21
SPY × 		$10,000.00
2001-05-02 		$96,254.60
2026-10-21

This Year’s Performance

through 2026-10-21

  YTD YoY
RTH × 		+8.31% +8.84%
SPY × 		+14.25% +16.41%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
RTH × 		−1.52%
on 2026-10-21
from 2026-08-10 peak 		−41.79%
on 2009-03-09
from 2007-07-13 peak
SPY × 		−0.77%
on 2026-10-21
from 2026-10-06 peak 		−55.19%
on 2009-03-09
from 2007-10-09 peak

Rolling Returns

Period ending Wed 2026-10-21 1 yr 2 yr 3 yr 5 yr 10 yr
RTH × 		+8.84% +25.65%
+12.09%/yr 		+68.54%
+19.01%/yr 		+52.47%
+8.80%/yr 		+290.12%
+14.58%/yr
SPY × 		+16.41% +35.52%
+16.41%/yr 		+90.32%
+23.93%/yr 		+82.23%
+12.75%/yr 		+323.06%
+15.52%/yr

Annual Returns

Year RTH SPY
2026 (YTD) +8.31% +14.25%
2025 +12.36% +17.72%
2024 +20.02% +24.89%
2023 +20.07% +26.18%
2022 −17.67% −18.18%
2021 +24.94% +28.73%
2020 +31.62% +18.33%
2019 +29.06% +31.22%
2018 +3.87% −4.57%
2017 +22.45% +21.71%
2016 −0.72% +12.00%
2015 +10.95% +1.23%
2014 +18.24% +13.46%
2013 +40.23% +32.31%
2012 +26.60% +15.99%
2011 +7.21% +1.89%
2010 +15.54% +15.06%
2009 +27.22% +26.35%
2008 −18.00% −36.79%
2007 −4.85% +5.15%
2006 +7.17% +15.85%
2005 +1.90% +4.83%
2004 +10.20% +10.70%
2003 +30.27% +28.18%
2002 −27.33% −21.58%
2001 −0.31% −11.76%
2000 — −9.74%
1999 — +20.39%
1998 — +28.69%
1997 — +33.48%
1996 — +22.56%
1995 — +38.04%
1994 — +0.40%
1993 — +8.64%