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

Total Real Returns

SPMO,VGT,MSTY,PPA,BRK-B: Total Return Chart (with Dividends Reinvested)

Thu 2024-02-22? to Fri 2025-06-13 YTD
Return
TR
Price
SPMO
×
+11.95%
2025-06-13
4.755 TR
2025-06-13
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
VGT
×
+0.37%
2025-06-13
15.3 TR
2025-06-13
Vanguard Information Technology Index Fund ETF Shares Exchange-Traded Fund
MSTY
×
+27.27%
2025-06-13
3.821 TR
2025-06-13
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
PPA
×
+19.17%
2025-06-13
11.06 TR
2025-06-13
Invesco Aerospace & Defense ETF Exchange-Traded Fund
BRK-B
×
+7.56%
2025-06-13
21.01 TR
2025-06-13
Berkshire Hathaway Inc NYSE Common Stock

Returns

Thu 2024-02-22? to Fri 2025-06-13 Overall
Return
Exponential
Trendline
SPMO
×
+39.87%
+29.30%/yr
+23.97%/yr
(R2=0.762)
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
VGT
×
+21.99%
+16.44%/yr
+11.85%/yr
(R2=0.295)
Vanguard Information Technology Index Fund ETF Shares Exchange-Traded Fund
MSTY
×
+282.07%
+179.10%/yr
+116.41%/yr
(R2=0.762)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
PPA
×
+42.97%
+31.49%/yr
+22.46%/yr
(R2=0.820)
Invesco Aerospace & Defense ETF Exchange-Traded Fund
BRK-B
×
+17.43%
+13.10%/yr
+23.38%/yr
(R2=0.865)
Berkshire Hathaway Inc NYSE Common Stock

Growth of $10,000

Thu 2024-02-22? to Fri 2025-06-13 Start
Value
End
Value
SPMO
×
$10,000.00
2024-02-22
$13,986.88
2025-06-13
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
VGT
×
$10,000.00
2024-02-22
$12,198.59
2025-06-13
Vanguard Information Technology Index Fund ETF Shares Exchange-Traded Fund
MSTY
×
$10,000.00
2024-02-22
$38,207.24
2025-06-13
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
PPA
×
$10,000.00
2024-02-22
$14,297.49
2025-06-13
Invesco Aerospace & Defense ETF Exchange-Traded Fund
BRK-B
×
$10,000.00
2024-02-22
$11,743.42
2025-06-13
Berkshire Hathaway Inc NYSE Common Stock

Annual Returns

Year SPMO VGT MSTY PPA BRK-B
2025 (YTD) +11.95% +0.37% +27.27% +19.17% +7.56%
2024 +45.82% +29.30% +200.20% +25.28% +27.09%
2023 +17.56% +52.66% +18.41% +15.46%
2022 −10.46% −29.70% +9.51% +3.31%
2021 +22.64% +30.45% +7.09% +28.95%
2020 +28.25% +46.04% +0.45% +2.37%
2019 +25.93% +48.62% +39.63% +10.93%
2018 −0.92% +2.46% −7.51% +3.01%
2017 +27.76% +37.08% +30.10% +21.62%
2016 +7.36% +13.77% +19.26% +23.43%
2015 +2.79% +5.05% +4.01% −12.06%
2014 +18.02% +12.71% +26.64%
2013 +30.97% +50.34% +32.17%
2012 +13.96% +17.64% +17.56%
2011 +0.54% −1.66% −4.76%
2010 +12.78% +10.57% +21.90%
2009 +61.89% +23.03% +2.24%
2008 −42.82% −37.38% −32.14%
2007 +14.78% +22.28% +29.19%
2006 +8.85% +20.02% +24.89%
2005 +3.00% +3.96% −0.02%
2004 −2.86% +4.30%
2003 +16.18%
2002 −4.04%
2001 +7.26%
2000 +28.63%
1999 −22.13%
1998 +52.70%
1997 +38.40%
1996 −4.14%

Drawdowns

Thu 2024-02-22? to Fri 2025-06-13 Current
Drawdown
Worst
Drawdown
SPMO
×
−0.99% −20.13%
2025-04-04
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
VGT
×
−3.57% −27.23%
2025-04-08
Vanguard Information Technology Index Fund ETF Shares Exchange-Traded Fund
MSTY
×
−7.76% −40.83%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
PPA
×
−0.09% −15.24%
2025-04-04
Invesco Aerospace & Defense ETF Exchange-Traded Fund
BRK-B
×
−9.68% −9.68%
2025-06-13
Berkshire Hathaway Inc NYSE Common Stock