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

Total Real Returns

SPY,LQD: Total Return Chart (with Dividends Reinvested)

Fri 2002-07-26? to Mon 2025-04-28 YTD
Return
TR
Price
SPY
×
−5.73%
2025-04-28
22.53 TR
2025-04-28
SPDR S&P 500 ETF Trust Exchange-Traded Fund
LQD
×
+2.46%
2025-04-28
2.777 TR
2025-04-28
iShares iBoxx $ Investment Grade Corporate Bond ETF Exchange-Traded Fund

Returns

Fri 2002-07-26? to Mon 2025-04-28 Overall
Return
Exponential
Trendline
SPY
×
+883.27%
+10.57%/yr
+10.28%/yr
(R2=0.929)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
LQD
×
+177.68%
+4.59%/yr
+4.71%/yr
(R2=0.930)
iShares iBoxx $ Investment Grade Corporate Bond ETF Exchange-Traded Fund

Growth of $10,000

Fri 2002-07-26? to Mon 2025-04-28 Start
Value
End
Value
SPY
×
$10,000.00
2002-07-26
$98,326.74
2025-04-28
SPDR S&P 500 ETF Trust Exchange-Traded Fund
LQD
×
$10,000.00
2002-07-26
$27,767.87
2025-04-28
iShares iBoxx $ Investment Grade Corporate Bond ETF Exchange-Traded Fund

Annual Returns

Year SPY LQD
2025 (YTD) −5.73% +2.46%
2024 +24.89% +0.86%
2023 +26.18% +9.40%
2022 −18.18% −17.92%
2021 +28.73% −1.84%
2020 +18.33% +10.97%
2019 +31.22% +17.37%
2018 −4.57% −3.78%
2017 +21.71% +7.05%
2016 +12.00% +6.20%
2015 +1.23% −1.26%
2014 +13.46% +8.21%
2013 +32.31% −2.00%
2012 +15.99% +10.59%
2011 +1.89% +9.74%
2010 +15.06% +9.32%
2009 +26.35% +8.45%
2008 −36.79% +2.42%
2007 +5.15% +3.73%
2006 +15.85% +4.22%
2005 +4.83% +1.16%
2004 +10.70% +5.72%
2003 +28.18% +9.12%
2002 −21.58% +9.90%
2001 −11.76%
2000 −9.74%
1999 +20.39%
1998 +28.69%
1997 +33.48%
1996 +22.50%
1995 +38.06%
1994 +0.40%
1993 +8.71%

Drawdowns

Fri 2002-07-26? to Mon 2025-04-28 Current
Drawdown
Worst
Drawdown
SPY
×
−9.86% −55.19%
2009-03-09
SPDR S&P 500 ETF Trust Exchange-Traded Fund
LQD
×
−8.98% −24.95%
2022-10-20
iShares iBoxx $ Investment Grade Corporate Bond ETF Exchange-Traded Fund