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 2026-09-04 Overall
Return 		Exponential
Trendline
SPY × 		+373.26%
+14.02%/yr 		+13.81%/yr
R2=0.969
State Street SPDR S&P 500 ETF Trust Exchange-Traded Fund
BST × 		+542.52%
+17.00%/yr 		+16.83%/yr
R2=0.857
BlackRock Science & Tech Tr NYSE Mutual Fund

Growth of $10,000 Summary

Wed 2014-10-29💬 to Fri 2026-09-04 Start
Value 		End
Value
SPY × 		$10,000.00
2014-10-29 		$47,326.41
2026-09-04
BST × 		$10,000.00
2014-10-29 		$64,251.54
2026-09-04

This Year’s Performance

through 2026-09-04

  YTD YoY
SPY × 		+13.54% +19.97%
BST × 		+31.07% +41.33%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SPY × 		−0.99%
on 2026-09-04
from 2026-08-13 peak 		−33.72%
on 2020-03-23
from 2020-02-19 peak
BST × 		−0.20%
on 2026-09-04
from 2026-08-31 peak 		−46.04%
on 2022-10-14
from 2021-06-30 peak

Rolling Returns

Period ending Fri 2026-09-04 1 yr 2 yr 3 yr 5 yr 10 yr
SPY × 		+19.97% +43.10%
+19.63%/yr 		+77.19%
+21.01%/yr 		+81.88%
+12.71%/yr 		+314.07%
+15.27%/yr
BST × 		+41.33% +79.26%
+33.89%/yr 		+97.49%
+25.46%/yr 		+45.84%
+7.84%/yr 		+519.08%
+20.00%/yr

Annual Returns

Year SPY BST
2026 (YTD) +13.54% +31.07%
2025 +17.72% +23.65%
2024 +24.89% +17.97%
2023 +26.18% +30.07%
2022 −18.18% −38.27%
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% +5.40%
2014 +13.46% −11.54%
2013 +32.31% —
2012 +15.99% —
2011 +1.90% —
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% —