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

Total Real Returns

SPY,AGNC,NLY: Total Return Chart (with Dividends Reinvested)

Thu 2008-05-15? to Wed 2025-08-20 YTD
Return
TR
Price
SPY
×
+9.53%
2025-08-20
26.18 TR
2025-08-20
SPDR S&P 500 ETF Trust Exchange-Traded Fund
AGNC
×
+15.18%
2025-08-20
5.833 TR
2025-08-20
AGNC Investment Corp NASDAQ Common Stock
NLY
×
+22.69%
2025-08-20
11.24 TR
2025-08-20
Annaly Capital Management, Inc. NYSE Common Stock

Returns

Thu 2008-05-15? to Wed 2025-08-20 Overall
Return
Exponential
Trendline
SPY
×
+518.61%
+11.13%/yr
+13.43%/yr
(R2=0.979)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
AGNC
×
+483.32%
+10.75%/yr
+7.25%/yr
(R2=0.643)
AGNC Investment Corp NASDAQ Common Stock
NLY
×
+171.96%
+5.97%/yr
+4.34%/yr
(R2=0.636)
Annaly Capital Management, Inc. NYSE Common Stock

Growth of $10,000

Thu 2008-05-15? to Wed 2025-08-20 Start
Value
End
Value
SPY
×
$10,000.00
2008-05-15
$61,861.32
2025-08-20
SPDR S&P 500 ETF Trust Exchange-Traded Fund
AGNC
×
$10,000.00
2008-05-15
$58,332.33
2025-08-20
AGNC Investment Corp NASDAQ Common Stock
NLY
×
$10,000.00
2008-05-15
$27,196.46
2025-08-20
Annaly Capital Management, Inc. NYSE Common Stock

Annual Returns

Year SPY AGNC NLY
2025 (YTD) +9.53% +15.18% +22.69%
2024 +24.89% +8.90% +8.07%
2023 +26.18% +10.11% +4.94%
2022 −18.18% −21.65% −21.41%
2021 +28.73% +5.20% +2.49%
2020 +18.33% −1.78% +2.38%
2019 +31.22% +13.31% +7.22%
2018 −4.57% −2.46% −7.23%
2017 +21.71% +23.73% +31.92%
2016 +12.00% +18.23% +19.20%
2015 +1.23% −9.93% −2.19%
2014 +13.46% +27.17% +20.64%
2013 +32.31% −22.31% −20.01%
2012 +15.99% +20.14% −0.05%
2011 +1.90% +18.59% +2.44%
2010 +15.06% +32.12% +19.91%
2009 +26.35% +53.57% +27.15%
2008 −36.79% +25.47% −0.26%
2007 +5.15% +39.52%
2006 +15.85% +32.93%
2005 +4.83% −40.58%
2004 +10.70% +18.63%
2003 +28.18% +8.65%
2002 −21.58% +35.99%
2001 −11.76% +99.84%
2000 −9.74% +17.70%
1999 +20.39% +22.55%
1998 +28.69% −14.04%
1997 +33.48% −10.98%
1996 +22.50%
1995 +38.06%
1994 +0.40%
1993 +8.71%

Drawdowns

Thu 2008-05-15? to Wed 2025-08-20 Current
Drawdown
Worst
Drawdown
SPY
×
−1.06% −51.48%
2009-03-09
SPDR S&P 500 ETF Trust Exchange-Traded Fund
AGNC
×
−8.33% −54.56%
2022-10-10
AGNC Investment Corp NASDAQ Common Stock
NLY
×
−3.22% −60.09%
2020-04-03
Annaly Capital Management, Inc. NYSE Common Stock