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 Thu 2026-04-02 YTD
Return
TR
Price
SPY
×
−3.56%
2026-04-02
27.12 TR
2026-04-02
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SWPPX
×
−3.53%
2026-04-02
13.94 TR
2026-04-02
Schwab S&P 500 Index Fund Mutual Fund
IVV
×
−3.54%
2026-04-02
7.481 TR
2026-04-02
iShares Core S&P 500 ETF Exchange-Traded Fund

Returns

Fri 2000-05-19? to Thu 2026-04-02 Overall
Return
Exponential
Trendline
SPY
×
+637.89%
+8.03%/yr
+9.46%/yr
(R2=0.901)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SWPPX
×
+643.70%
+8.06%/yr
+9.50%/yr
(R2=0.901)
Schwab S&P 500 Index Fund Mutual Fund
IVV
×
+648.06%
+8.09%/yr
+9.51%/yr
(R2=0.901)
iShares Core S&P 500 ETF Exchange-Traded Fund

Growth of $10,000

Fri 2000-05-19? to Thu 2026-04-02 Start
Value
End
Value
SPY
×
$10,000.00
2000-05-19
$73,788.75
2026-04-02
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SWPPX
×
$10,000.00
2000-05-19
$74,370.36
2026-04-02
Schwab S&P 500 Index Fund Mutual Fund
IVV
×
$10,000.00
2000-05-19
$74,805.91
2026-04-02
iShares Core S&P 500 ETF Exchange-Traded Fund

Annual Returns

Year SPY SWPPX IVV
2026 (YTD) −3.56% −3.53% −3.54%
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 Thu 2026-04-02 Current
Drawdown
Worst
Drawdown
SPY
×
−5.44% −55.19%
2009-03-09
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SWPPX
×
−5.42% −55.06%
2009-03-09
Schwab S&P 500 Index Fund Mutual Fund
IVV
×
−5.44% −55.25%
2009-03-09
iShares Core S&P 500 ETF Exchange-Traded Fund