All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Fri 2003-09-26💬 to Tue 2026-06-23 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| SPY × |
+8.15%
2026-06-23 |
+23.59%
2026-06-23 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| AGG × |
+0.47%
2026-06-23 |
+4.33%
2026-06-23 |
||||
| iShares Core U.S. Aggregate Bond ETF Exchange-Traded Fund | ||||||
| Fri 2003-09-26💬 to Tue 2026-06-23 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPY × |
+1,013.81%
+11.18%/yr |
+10.83%/yr
(R2=0.931) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| AGG × |
+98.73%
+3.07%/yr |
+3.12%/yr
(R2=0.890) |
||||
| iShares Core U.S. Aggregate Bond ETF Exchange-Traded Fund | ||||||
| Fri 2003-09-26💬 to Tue 2026-06-23 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPY × |
$10,000.00
2003-09-26 |
$111,380.53
2026-06-23 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| AGG × |
$10,000.00
2003-09-26 |
$19,872.92
2026-06-23 |
||||
| iShares Core U.S. Aggregate Bond ETF Exchange-Traded Fund | ||||||
| Year | SPY | AGG |
|---|---|---|
| 2026 (YTD) | +8.15% | +0.47% |
| 2025 | +17.72% | +7.20% |
| 2024 | +24.89% | +1.31% |
| 2023 | +26.18% | +5.65% |
| 2022 | −18.18% | −13.02% |
| 2021 | +28.73% | −1.77% |
| 2020 | +18.33% | +7.48% |
| 2019 | +31.22% | +8.46% |
| 2018 | −4.57% | +0.10% |
| 2017 | +21.71% | +3.55% |
| 2016 | +12.00% | +2.41% |
| 2015 | +1.23% | +0.48% |
| 2014 | +13.46% | +6.00% |
| 2013 | +32.31% | −1.98% |
| 2012 | +15.99% | +3.76% |
| 2011 | +1.90% | +7.70% |
| 2010 | +15.06% | +6.36% |
| 2009 | +26.35% | +2.97% |
| 2008 | −36.79% | +7.90% |
| 2007 | +5.15% | +6.60% |
| 2006 | +15.85% | +3.90% |
| 2005 | +4.83% | +2.27% |
| 2004 | +10.70% | +3.78% |
| 2003 | +28.18% | +0.61% |
| 2002 | −21.58% | — |
| 2001 | −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% | — |
| Fri 2003-09-26💬 to Tue 2026-06-23 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPY × |
−3.17%
from 2026-06-02 peak |
−55.19%
2009-03-09 from 2007-10-09 peak |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| AGG × |
−1.93%
from 2020-08-04 peak |
−18.43%
2022-10-20 from 2020-08-04 peak |
||||
| iShares Core U.S. Aggregate Bond ETF Exchange-Traded Fund | ||||||
| Period ending Tue 2026-06-23 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SPY × | +23.59% |
+37.91% +17.44%/yr |
+75.77% +20.68%/yr |
+85.73% +13.18%/yr |
+308.53% +15.11%/yr |
|
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| AGG × | +4.33% |
+9.11% +4.46%/yr |
+12.38% +3.97%/yr |
+0.40% +0.08%/yr |
+17.13% +1.59%/yr |
|
| iShares Core U.S. Aggregate Bond ETF Exchange-Traded Fund | ||||||
