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

Total Real Returns

SPLG,DUK,O: Total Return Chart (with Dividends Reinvested)

Tue 2005-11-15? to Tue 2025-07-15 YTD
Return
TR
Price
SPLG
×
+6.81%
2025-07-15
7.408 TR
2025-07-15
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
DUK
×
+10.69%
2025-07-15
93.4 TR
2025-07-15
Duke Energy Corporation NYSE Common Stock
O
×
+9.67%
2025-07-15
47.82 TR
2025-07-15
Realty Income Corporation NYSE Common Stock

Returns

Tue 2005-11-15? to Tue 2025-07-15 Overall
Return
Exponential
Trendline
SPLG
×
+640.84%
+10.72%/yr
+11.80%/yr
(R2=0.939)
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
DUK
×
+532.79%
+9.84%/yr
+9.59%/yr
(R2=0.965)
Duke Energy Corporation NYSE Common Stock
O
×
+613.32%
+10.51%/yr
+11.62%/yr
(R2=0.915)
Realty Income Corporation NYSE Common Stock

Growth of $10,000

Tue 2005-11-15? to Tue 2025-07-15 Start
Value
End
Value
SPLG
×
$10,000.00
2005-11-15
$74,083.82
2025-07-15
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
DUK
×
$10,000.00
2005-11-15
$63,278.83
2025-07-15
Duke Energy Corporation NYSE Common Stock
O
×
$10,000.00
2005-11-15
$71,332.35
2025-07-15
Realty Income Corporation NYSE Common Stock

Annual Returns

Year SPLG DUK O
2025 (YTD) +6.81% +10.69% +9.67%
2024 +25.00% +15.56% −2.11%
2023 +26.25% −1.63% −4.55%
2022 −18.10% +2.03% −7.37%
2021 +28.78% +19.11% +24.09%
2020 +18.49% +4.77% −11.47%
2019 +31.99% +10.29% +21.27%
2018 −4.78% +7.41% +15.95%
2017 +21.30% +12.96% +3.68%
2016 +11.82% +13.44% +15.78%
2015 +1.15% −10.77% +13.38%
2014 +13.69% +26.35% +34.35%
2013 +33.17% +13.00% −2.30%
2012 +15.16% +1.32% +20.32%
2011 +1.71% +30.19% +7.53%
2010 +15.89% +9.47% +39.32%
2009 +27.23% +24.33% +20.82%
2008 −36.90% −21.68% −8.22%
2007 +5.74% +9.19% +3.27%
2006 +14.54% +26.25% +36.05%
2005 +2.08% +13.13% −9.40%
2004 +30.21% +33.87%
2003 +11.80% +21.61%
2002 −48.16% +27.48%
2001 −5.35% +28.13%
2000 +75.99% +32.73%
1999 −18.61% −9.12%
1998 +20.17% +5.59%
1997 +25.37% +14.76%
1996 +1.81% +14.71%
1995 +30.52% +46.26%
1994 −5.40% +10.03%
1993 +22.87%
1992 +8.65%
1991 +21.02%
1990 +15.43%
1989 +21.35%
1988 +7.87%
1987 −5.25%
1986 +27.91%
1985 +21.98%
1984 +15.42%
1983 +8.07%
1982 +12.73%
1981 +13.79%
1980 +22.88%

Drawdowns

Tue 2005-11-15? to Tue 2025-07-15 Current
Drawdown
Worst
Drawdown
SPLG
×
−0.61% −54.52%
2009-03-09
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
DUK
×
−4.74% −38.92%
2009-03-09
Duke Energy Corporation NYSE Common Stock
O
×
−11.31% −48.45%
2009-03-06
Realty Income Corporation NYSE Common Stock