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

Total Real Returns

SPY,JNJ,PG,HD,PEP,CAT: Total Return Chart (with Dividends Reinvested)

Fri 1993-01-29? to Mon 2026-05-18 YTD
Return
1 Year
Return
SPY
×
+8.61%
2026-05-18
+25.74%
2026-05-18
SPDR S&P 500 ETF Trust Exchange-Traded Fund
JNJ
×
+11.20%
2026-05-18
+55.48%
2026-05-18
Johnson & Johnson NYSE Common Stock
PG
×
+0.82%
2026-05-18
−10.29%
2026-05-18
Procter & Gamble Company NYSE Common Stock
HD
×
−12.29%
2026-05-18
−19.27%
2026-05-18
The Home Depot Inc NYSE Common Stock
PEP
×
+4.79%
2026-05-18
+17.47%
2026-05-18
PepsiCo Inc NASDAQ Common Stock
CAT
×
+51.45%
2026-05-18
+146.99%
2026-05-18
Caterpillar Inc NYSE Common Stock

Returns

Fri 1993-01-29? to Mon 2026-05-18 Overall
Return
Exponential
Trendline
SPY
×
+2,954.94%
+10.81%/yr
+8.78%/yr
(R2=0.913)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
JNJ
×
+4,550.01%
+12.22%/yr
+10.19%/yr
(R2=0.940)
Johnson & Johnson NYSE Common Stock
PG
×
+2,503.82%
+10.28%/yr
+9.44%/yr
(R2=0.951)
Procter & Gamble Company NYSE Common Stock
HD
×
+4,792.62%
+12.39%/yr
+13.72%/yr
(R2=0.896)
The Home Depot Inc NYSE Common Stock
PEP
×
+1,590.06%
+8.86%/yr
+9.32%/yr
(R2=0.972)
PepsiCo Inc NASDAQ Common Stock
CAT
×
+20,552.85%
+17.36%/yr
+12.52%/yr
(R2=0.946)
Caterpillar Inc NYSE Common Stock

Growth of $10,000

Fri 1993-01-29? to Mon 2026-05-18 Start
Value
End
Value
SPY
×
$10,000.00
1993-01-29
$305,493.63
2026-05-18
SPDR S&P 500 ETF Trust Exchange-Traded Fund
JNJ
×
$10,000.00
1993-01-29
$465,001.02
2026-05-18
Johnson & Johnson NYSE Common Stock
PG
×
$10,000.00
1993-01-29
$260,382.19
2026-05-18
Procter & Gamble Company NYSE Common Stock
HD
×
$10,000.00
1993-01-29
$489,262.05
2026-05-18
The Home Depot Inc NYSE Common Stock
PEP
×
$10,000.00
1993-01-29
$169,006.10
2026-05-18
PepsiCo Inc NASDAQ Common Stock
CAT
×
$10,000.00
1993-01-29
$2,065,284.95
2026-05-18
Caterpillar Inc NYSE Common Stock

Annual Returns

Year SPY JNJ PG HD PEP CAT
2026 (YTD) +8.61% +11.20% +0.82% −12.29% +4.79% +51.45%
2025 +17.72% +47.48% −12.24% −9.33% −1.84% +60.33%
2024 +24.89% −4.81% +17.25% +15.00% −7.60% +24.66%
2023 +26.18% −8.58% −0.86% +12.77% −3.29% +25.95%
2022 −18.18% +5.97% −5.05% −21.98% +6.78% +18.60%
2021 +28.73% +11.44% +20.52% +59.51% +20.56% +15.95%
2020 +18.33% +10.82% +14.15% +24.50% +11.67% +26.97%
2019 +31.22% +16.22% +39.70% +30.56% +27.38% +19.51%
2018 −4.57% −5.13% +3.57% −7.30% −4.81% −17.56%
2017 +21.71% +24.43% +12.70% +44.62% +17.82% +75.03%
2016 +12.00% +15.33% +9.36% +3.55% +7.80% +42.11%
2015 +1.23% +1.14% −9.97% +28.52% +8.75% −22.97%
2014 +13.46% +17.34% +15.42% +30.25% +17.27% +3.48%
2013 +32.31% +34.62% +23.65% +35.90% +24.65% +3.42%
2012 +15.99% +10.85% +5.20% +50.33% +6.40% +1.59%
2011 +1.89% +9.89% +7.06% +23.50% +4.76% −1.45%
2010 +15.06% −0.59% +9.36% +24.97% +10.69% +68.53%
2009 +26.35% +11.27% +1.18% +30.56% +14.63% +33.22%
2008 −36.79% −7.72% −13.81% −11.41% −25.96% −36.80%
2007 +5.15% +3.61% +16.64% −31.14% +23.88% +20.48%
2006 +15.85% +12.43% +13.38% +1.00% +7.86% +7.86%
2005 +4.83% −3.36% +7.19% −4.35% +15.24% +19.59%
2004 +10.70% +25.17% +12.38% +21.46% +13.81% +17.45%
2003 +28.18% −2.08% +18.48% +49.04% +12.04% +81.58%
2002 −21.58% −7.88% +11.50% −52.62% −12.14% −12.50%
2001 −11.76% +14.00% +3.11% +12.06% −0.54% +10.44%
2000 −9.74% +14.25% −27.09% −33.32% +42.63% +0.53%
1999 +20.39% +12.48% +21.57% +68.97% −12.47% +2.31%
1998 +28.69% +28.98% +15.89% +108.46% +14.31% −5.15%
1997 +33.48% +34.29% +50.48% +76.90% +36.50% +28.92%
1996 +22.56% +18.10% +32.18% +5.43% +6.21% +28.13%
1995 +38.04% +59.12% +36.81% +4.26% +56.75% +6.61%
1994 +0.40% +25.05% +11.33% +16.85% −9.56% +23.89%
1993 +8.64% −8.97% +8.78% −21.77% +0.06% +65.99%
1992 −10.19% +16.76% +50.62% +24.23% +22.24%
1991 +62.31% +11.03% +162.25% +32.26% −6.61%
1990 +23.40% +26.36% +58.74% +23.86% −18.76%
1989 +39.84% +66.78% +74.32% +64.95% −9.01%
1988 +13.86% +5.55% +69.42% +20.97% +2.64%
1987 +14.23% +15.30% +58.43% +30.87% +54.52%
1986 +24.88% +13.61% +43.00% +9.57% −4.46%
1985 +45.94% +28.25% −29.58% +74.87% +35.49%
1984 −11.44% +5.13% −32.71% +16.81% −34.37%
1983 −17.51% −0.24% +114.29% +11.89% +17.82%
1982 +33.87% +54.24% +438.27% +2.46% −27.64%
1981 +11.79% +23.12% +66.87% +39.14% −4.31%
1980 +25.96% −2.49% +15.41% +23.41%
1979 +7.52% −12.93% +1.50%
1978 −3.88% +7.09% −5.27%
1977 −1.55% −5.34% +9.29%
1976 −13.07% +7.66% +15.37%
1975 +11.00% +11.65% +78.39%
1974 −28.26% −9.52% −39.97%
1973 −13.59% −16.15% −19.19%
1972 +32.49% +44.48% +1.58%
1971 +72.82% +38.41%
1970 −4.98% +8.64%
1969 +69.01% +26.57%
1968 +16.08% −6.23%
1967 +60.94% +26.35%
1966 −0.72% +5.23%
1965 +54.09% −14.86%
1964 +9.57% +2.04%
1963 +39.29% +12.07%
1962 −24.11% −22.13%

Drawdowns

Fri 1993-01-29? to Mon 2026-05-18 Current
Drawdown
Worst
Drawdown
SPY
×
−1.27%
from 2026-05-14 peak
−55.19%
2009-03-09
from 2007-10-09 peak
SPDR S&P 500 ETF Trust Exchange-Traded Fund
JNJ
×
−7.90%
from 2026-03-02 peak
−35.88%
2002-07-19
from 2002-03-19 peak
Johnson & Johnson NYSE Common Stock
PG
×
−17.46%
from 2024-12-02 peak
−54.23%
2000-03-10
from 2000-01-11 peak
Procter & Gamble Company NYSE Common Stock
HD
×
−28.29%
from 2024-12-06 peak
−70.47%
2009-03-06
from 1999-12-31 peak
The Home Depot Inc NYSE Common Stock
PEP
×
−15.90%
from 2023-05-12 peak
−40.41%
2009-03-09
from 2008-01-10 peak
PepsiCo Inc NASDAQ Common Stock
CAT
×
−6.79%
from 2026-05-06 peak
−73.43%
2009-03-02
from 2007-07-19 peak
Caterpillar Inc NYSE Common Stock

Rolling Returns

Period ending Mon 2026-05-18 1
Year
2
Years
3
Years
5
Years
10
Years
SPY
×
+25.74% +42.91%
+19.53%/yr
+83.10%
+22.33%/yr
+91.99%
+13.94%/yr
+324.30%
+15.55%/yr
SPDR S&P 500 ETF Trust Exchange-Traded Fund
JNJ
×
+55.48% +57.04%
+25.30%/yr
+57.94%
+16.45%/yr
+54.66%
+9.11%/yr
+165.32%
+10.25%/yr
Johnson & Johnson NYSE Common Stock
PG
×
−10.29% −10.47%
−5.37%/yr
+0.93%
+0.31%/yr
+18.65%
+3.48%/yr
+134.28%
+8.89%/yr
Procter & Gamble Company NYSE Common Stock
HD
×
−19.27% −8.48%
−4.33%/yr
+9.57%
+3.09%/yr
+6.96%
+1.35%/yr
+189.08%
+11.20%/yr
The Home Depot Inc NYSE Common Stock
PEP
×
+17.47% −12.08%
−6.23%/yr
−13.90%
−4.87%/yr
+19.63%
+3.65%/yr
+100.05%
+7.18%/yr
PepsiCo Inc NASDAQ Common Stock
CAT
×
+146.99% +149.14%
+57.79%/yr
+321.05%
+61.46%/yr
+294.62%
+31.60%/yr
+1,436.24%
+31.42%/yr
Caterpillar Inc NYSE Common Stock