All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Fri 2009-06-26? to Fri 2025-06-06 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SPY × |
+2.54%
2025-06-06 |
24.5 TR
2025-06-06 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| IVR × |
−1.36%
2025-06-06 |
0.3272 TR
2025-06-06 |
||||
| Invesco Mortgage Capital Inc NYSE Common Stock | ||||||
| CIG × |
+12.78%
2025-06-06 |
37.25 TR
2025-06-06 |
||||
| Companhia Energetica de Minas Gerais CEMIG Pref ADR NYSE Common Stock | ||||||
| Fri 2009-06-26? to Fri 2025-06-06 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPY × |
+770.78%
+14.54%/yr |
+13.45%/yr
(R2=0.985) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| IVR × |
−67.28%
−6.77%/yr |
−9.08%/yr
(R2=0.352) |
||||
| Invesco Mortgage Capital Inc NYSE Common Stock | ||||||
| CIG × |
+59.21%
+2.96%/yr |
−1.33%/yr
(R2=0.032) |
||||
| Companhia Energetica de Minas Gerais CEMIG Pref ADR NYSE Common Stock | ||||||
| Fri 2009-06-26? to Fri 2025-06-06 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPY × |
$10,000.00
2009-06-26 |
$87,078.10
2025-06-06 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| IVR × |
$10,000.00
2009-06-26 |
$3,271.91
2025-06-06 |
||||
| Invesco Mortgage Capital Inc NYSE Common Stock | ||||||
| CIG × |
$10,000.00
2009-06-26 |
$15,921.09
2025-06-06 |
||||
| Companhia Energetica de Minas Gerais CEMIG Pref ADR NYSE Common Stock | ||||||
| Year | SPY | IVR | CIG |
|---|---|---|---|
| 2025 (YTD) | +2.54% | −1.36% | +12.78% |
| 2024 | +24.89% | +9.02% | +12.32% |
| 2023 | +26.18% | −14.30% | +27.85% |
| 2022 | −18.18% | −44.56% | −5.17% |
| 2021 | +28.73% | −9.34% | −6.08% |
| 2020 | +18.33% | −78.67% | −11.23% |
| 2019 | +31.22% | +28.97% | −1.14% |
| 2018 | −4.57% | −9.32% | +86.59% |
| 2017 | +21.71% | +34.61% | −6.52% |
| 2016 | +12.00% | +31.90% | +75.91% |
| 2015 | +1.23% | −9.88% | −68.38% |
| 2014 | +13.46% | +18.45% | +1.28% |
| 2013 | +32.31% | −14.95% | −11.79% |
| 2012 | +15.99% | +60.48% | −6.50% |
| 2011 | +1.89% | −22.81% | +17.59% |
| 2010 | +15.06% | +12.33% | +0.55% |
| 2009 | +26.35% | +26.23% | +71.53% |
| 2008 | −36.79% | — | −21.91% |
| 2007 | +5.15% | — | +23.44% |
| 2006 | +15.85% | — | +56.02% |
| 2005 | +4.83% | — | +462.68% |
| 2004 | +10.70% | — | +42.18% |
| 2003 | +28.18% | — | +208.82% |
| 2002 | −21.58% | — | −22.73% |
| 2001 | −11.76% | — | −0.65% |
| 2000 | −9.74% | — | −34.04% |
| 1999 | +20.39% | — | +27.37% |
| 1998 | +28.69% | — | −44.26% |
| 1997 | +33.48% | — | +28.29% |
| 1996 | +22.50% | — | +4.45% |
| 1995 | +38.06% | — | — |
| 1994 | +0.40% | — | — |
| 1993 | +8.71% | — | — |
| Fri 2009-06-26? to Fri 2025-06-06 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPY × | −1.96% |
−33.72%
2020-03-23 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| IVR × | −90.99% |
−94.21%
2023-10-25 |
||||
| Invesco Mortgage Capital Inc NYSE Common Stock | ||||||
| CIG × | −30.15% |
−87.15%
2016-01-20 |
||||
| Companhia Energetica de Minas Gerais CEMIG Pref ADR NYSE Common Stock | ||||||