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

Total Real Returns

SPY,DIVO,SCHD: Total Return Chart (with Dividends Reinvested)

Wed 2016-12-14? to Fri 2024-11-29 YTD
Return
TR
Price
SPY
×
+27.97%
2024-11-29
24.48 TR
2024-11-29
SPDR S&P 500 ETF Trust Exchange-Traded Fund
DIVO
×
+22.50%
2024-11-29
2.604 TR
2024-11-29
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
SCHD
×
+19.58%
2024-11-29
5.305 TR
2024-11-29
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Wed 2016-12-14? to Fri 2024-11-29 Overall
Return
Exponential
Trendline
SPY
×
+205.32%
+15.06%/yr
+13.25%/yr
(R2=0.920)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
DIVO
×
+160.37%
+12.78%/yr
+11.60%/yr
(R2=0.952)
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
SCHD
×
+161.79%
+12.85%/yr
+12.50%/yr
(R2=0.910)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Wed 2016-12-14? to Fri 2024-11-29 Start
Value
End
Value
SPY
×
$10,000.00
2016-12-14
$30,531.91
2024-11-29
SPDR S&P 500 ETF Trust Exchange-Traded Fund
DIVO
×
$10,000.00
2016-12-14
$26,037.33
2024-11-29
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2016-12-14
$26,178.85
2024-11-29
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year SPY DIVO SCHD
2024 (YTD) +27.97% +22.50% +19.58%
2023 +26.18% +6.95% +4.54%
2022 −18.18% −1.46% −3.26%
2021 +28.73% +22.88% +29.87%
2020 +18.33% +12.41% +15.03%
2019 +31.22% +24.90% +27.29%
2018 −4.57% −3.18% −5.56%
2017 +21.71% +21.42% +20.85%
2016 +12.00% −0.56% +16.45%
2015 +1.23% −0.30%
2014 +13.46% +11.69%
2013 +32.31% +32.88%
2012 +15.99% +11.39%
2011 +1.89% +5.31%
2010 +15.06%
2009 +26.35%
2008 −36.79%
2007 +5.15%
2006 +15.85%
2005 +4.83%
2004 +10.69%
2003 +28.18%
2002 −21.59%
2001 −11.76%
2000 −9.74%
1999 +20.39%
1998 +28.69%
1997 +33.48%
1996 +22.50%
1995 +38.05%
1994 +0.40%
1993 +8.71%

Drawdowns

Wed 2016-12-14? to Fri 2024-11-29 Current
Drawdown
Worst
Drawdown
SPY
×
0.00% −33.72%
2020-03-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund
DIVO
×
0.00% −30.04%
2020-03-23
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
SCHD
×
0.00% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund