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

Total Real Returns

SPY,SWPPX,IVV: Total Return Chart (with Dividends Reinvested)

Fri 2000-05-19? to Fri 2026-05-01? YTD
Return
TR
Price
SPY
×
+7.58%
2026-05-01
29.8 TR
2026-05-01
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SWPPX
×
+5.99%
2026-05-01
15.32 TR
2026-05-01
Schwab S&P 500 Index Fund Mutual Fund
IVV
×
+7.59%
2026-05-01
8.219 TR
2026-05-01
iShares Core S&P 500 ETF Exchange-Traded Fund

Returns

Fri 2000-05-19? to Fri 2026-05-01? Overall
Return
Exponential
Trendline
SPY
×
+710.82%
+8.40%/yr
+9.49%/yr
(R2=0.901)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SWPPX
×
+717.11%
+8.43%/yr
+9.52%/yr
(R2=0.902)
Schwab S&P 500 Index Fund Mutual Fund
IVV
×
+721.90%
+8.46%/yr
+9.54%/yr
(R2=0.902)
iShares Core S&P 500 ETF Exchange-Traded Fund

Growth of $10,000

Fri 2000-05-19? to Fri 2026-05-01? Start
Value
End
Value
SPY
×
$10,000.00
2000-05-19
$81,081.78
2026-05-01
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SWPPX
×
$10,000.00
2000-05-19
$81,710.69
2026-05-01
Schwab S&P 500 Index Fund Mutual Fund
IVV
×
$10,000.00
2000-05-19
$82,190.46
2026-05-01
iShares Core S&P 500 ETF Exchange-Traded Fund

Annual Returns

Year SPY SWPPX IVV
2026 (YTD) +7.58% +5.99% +7.59%
2025 +17.72% +17.87% +17.85%
2024 +24.89% +24.97% +24.93%
2023 +26.18% +26.26% +26.31%
2022 −18.18% −18.14% −18.16%
2021 +28.73% +28.67% +28.76%
2020 +18.33% +18.38% +18.40%
2019 +31.22% +31.46% +31.25%
2018 −4.57% −4.47% −4.49%
2017 +21.71% +21.81% +21.75%
2016 +12.00% +11.82% +12.15%
2015 +1.23% +1.31% +1.28%
2014 +13.46% +13.55% +13.57%
2013 +32.31% +32.27% +32.31%
2012 +15.99% +15.89% +16.06%
2011 +1.89% +2.02% +1.88%
2010 +15.06% +14.98% +15.10%
2009 +26.35% +26.26% +26.61%
2008 −36.79% −36.70% −37.01%
2007 +5.15% +5.46% +5.29%
2006 +15.85% +15.68% +15.94%
2005 +4.83% +4.78% +4.87%
2004 +10.70% +10.70% +10.79%
2003 +28.18% +28.47% +28.46%
2002 −21.58% −22.18% −21.53%
2001 −11.76% −12.04% −11.95%
2000 −9.74% −9.19% −6.08%
1999 +20.39% +30.72%
1998 +28.69% +28.25%
1997 +33.48% +16.32%
1996 +22.56%
1995 +38.04%
1994 +0.40%
1993 +8.64%

Drawdowns

Fri 2000-05-19? to Fri 2026-05-01? Current
Drawdown
Worst
Drawdown
SPY
×
0.00% −55.19%
2009-03-09
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SWPPX
×
0.00% −55.06%
2009-03-09
Schwab S&P 500 Index Fund Mutual Fund
IVV
×
0.00% −55.25%
2009-03-09
iShares Core S&P 500 ETF Exchange-Traded Fund