All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Fri 2000-05-19💬 to Wed 2026-05-27 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| SPY × |
+10.35%
2026-05-27 |
+28.41%
2026-05-27 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| SWPPX × |
+10.32%
2026-05-27 |
+28.48%
2026-05-27 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| IVV × |
+10.40%
2026-05-27 |
+28.55%
2026-05-27 |
||||
| iShares Core S&P 500 ETF Exchange-Traded Fund | ||||||
| Fri 2000-05-19💬 to Wed 2026-05-27 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPY × |
+744.36%
+8.54%/yr |
+9.51%/yr
(R2=0.902) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| SWPPX × |
+750.51%
+8.57%/yr |
+9.55%/yr
(R2=0.902) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| IVV × |
+756.14%
+8.60%/yr |
+9.57%/yr
(R2=0.902) |
||||
| iShares Core S&P 500 ETF Exchange-Traded Fund | ||||||
| Fri 2000-05-19💬 to Wed 2026-05-27 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPY × |
$10,000.00
2000-05-19 |
$84,435.76
2026-05-27 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| SWPPX × |
$10,000.00
2000-05-19 |
$85,051.21
2026-05-27 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| IVV × |
$10,000.00
2000-05-19 |
$85,614.26
2026-05-27 |
||||
| iShares Core S&P 500 ETF Exchange-Traded Fund | ||||||
| Year | SPY | SWPPX | IVV |
|---|---|---|---|
| 2026 (YTD) | +10.35% | +10.32% | +10.40% |
| 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% | — | — |
| Fri 2000-05-19💬 to Wed 2026-05-27 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPY × |
−0.02%
from 2026-05-26 peak |
−55.19%
2009-03-09 from 2007-10-09 peak |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| SWPPX × | — |
−55.06%
2009-03-09 from 2007-10-09 peak |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| IVV × | — |
−55.25%
2009-03-09 from 2007-10-09 peak |
||||
| iShares Core S&P 500 ETF Exchange-Traded Fund | ||||||
| Period ending Wed 2026-05-27 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SPY × | +28.41% |
+45.20% +20.42%/yr |
+85.67% +22.88%/yr |
+91.64% +13.90%/yr |
+320.16% +15.44%/yr |
|
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| SWPPX × | +28.48% |
+45.30% +20.46%/yr |
+86.04% +22.96%/yr |
+92.09% +13.95%/yr |
+322.33% +15.50%/yr |
|
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| IVV × | +28.55% |
+45.43% +20.52%/yr |
+86.16% +22.99%/yr |
+92.32% +13.98%/yr |
+322.78% +15.51%/yr |
|
| iShares Core S&P 500 ETF Exchange-Traded Fund | ||||||