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

Total Real Returns

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

Growth of $10,000

Wed 2014-10-29💬 to Fri 2026-10-23 Overall
Return 		Exponential
Trendline
SPY × 		+368.14%
+13.75%/yr 		+13.87%/yr
R2=0.970
State Street SPDR S&P 500 ETF Trust Exchange-Traded Fund
BST × 		+523.24%
+16.50%/yr 		+16.88%/yr
R2=0.862
BlackRock Science & Tech Tr NYSE Mutual Fund

Growth of $10,000 Summary

Wed 2014-10-29💬 to Fri 2026-10-23 Start
Value 		End
Value
SPY × 		$10,000.00
2014-10-29 		$46,813.59
2026-10-23
BST × 		$10,000.00
2014-10-29 		$62,324.12
2026-10-23

This Year’s Performance

through 2026-10-23

  YTD YoY
SPY × 		+12.32% +14.35%
BST × 		+27.17% +29.28%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SPY × 		−2.45%
on 2026-10-23
from 2026-10-06 peak 		−33.72%
on 2020-03-23
from 2020-02-19 peak
BST × 		−8.92%
on 2026-10-23
from 2026-10-02 peak 		−46.04%
on 2022-10-14
from 2021-06-30 peak

Rolling Returns

Period ending Fri 2026-10-23 1 yr 2 yr 3 yr 5 yr 10 yr
SPY × 		+14.35% +34.52%
+15.98%/yr 		+87.42%
+23.29%/yr 		+79.32%
+12.39%/yr 		+315.88%
+15.32%/yr
BST × 		+29.28% +60.35%
+26.63%/yr 		+107.09%
+27.46%/yr 		+44.20%
+7.60%/yr 		+491.53%
+19.45%/yr

Annual Returns

Year SPY BST
2026 (YTD) +12.32% +27.17%
2025 +17.72% +23.65%
2024 +24.89% +17.96%
2023 +26.18% +30.07%
2022 −18.18% −38.28%
2021 +28.73% +2.84%
2020 +18.33% +69.30%
2019 +31.22% +34.57%
2018 −4.57% +8.84%
2017 +21.71% +58.21%
2016 +12.00% +11.26%
2015 +1.23% +5.39%
2014 +13.46% −11.54%
2013 +32.31% —
2012 +15.99% —
2011 +1.89% —
2010 +15.06% —
2009 +26.35% —
2008 −36.79% —
2007 +5.15% —
2006 +15.85% —
2005 +4.83% —
2004 +10.70% —
2003 +28.18% —
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% —