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

Total Real Returns

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

Thu 2013-12-12? to Mon 2025-02-10 YTD
Return
TR
Price
SPY
×
+3.20%
2025-02-10
24.66 TR
2025-02-10
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHD
×
+1.32%
2025-02-10
5.019 TR
2025-02-10
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QYLD
×
+3.52%
2025-02-10
2.486 TR
2025-02-10
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Returns

Thu 2013-12-12? to Mon 2025-02-10 Overall
Return
Exponential
Trendline
SPY
×
+314.29%
+13.58%/yr
+12.90%/yr
(R2=0.962)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHD
×
+234.43%
+11.42%/yr
+12.17%/yr
(R2=0.960)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QYLD
×
+148.60%
+8.50%/yr
+7.69%/yr
(R2=0.928)
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2013-12-12? to Mon 2025-02-10 Start
Value
End
Value
SPY
×
$10,000.00
2013-12-12
$41,429.42
2025-02-10
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHD
×
$10,000.00
2013-12-12
$33,443.28
2025-02-10
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QYLD
×
$10,000.00
2013-12-12
$24,859.52
2025-02-10
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year SPY SCHD QYLD
2025 (YTD) +3.20% +1.32% +3.52%
2024 +24.89% +11.66% +19.35%
2023 +26.18% +4.54% +22.79%
2022 −18.18% −3.26% −19.07%
2021 +28.73% +29.87% +10.41%
2020 +18.33% +15.03% +8.72%
2019 +31.22% +27.29% +22.69%
2018 −4.57% −5.56% −3.07%
2017 +21.71% +20.85% +18.79%
2016 +12.00% +16.45% +4.77%
2015 +1.23% −0.30% +7.17%
2014 +13.46% +11.69% +4.25%
2013 +32.31% +32.88% +2.00%
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

Thu 2013-12-12? to Mon 2025-02-10 Current
Drawdown
Worst
Drawdown
SPY
×
−0.80% −33.72%
2020-03-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHD
×
−5.39% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QYLD
×
0.00% −24.75%
2020-03-16
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund