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

Total Real Returns

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

Thu 2024-03-07? to Tue 2025-05-13 YTD
Return
TR
Price
SPY
×
+0.43%
2025-05-13
24 TR
2025-05-13
SPDR S&P 500 ETF Trust Exchange-Traded Fund
XDTE
×
−3.66%
2025-05-13
1.121 TR
2025-05-13
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-03-07? to Tue 2025-05-13 Overall
Return
Exponential
Trendline
SPY
×
+15.80%
+13.21%/yr
+12.40%/yr
(R2=0.460)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
XDTE
×
+12.13%
+10.16%/yr
+12.56%/yr
(R2=0.374)
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-03-07? to Tue 2025-05-13 Start
Value
End
Value
SPY
×
$10,000.00
2024-03-07
$11,580.11
2025-05-13
SPDR S&P 500 ETF Trust Exchange-Traded Fund
XDTE
×
$10,000.00
2024-03-07
$11,212.68
2025-05-13
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund

Annual Returns

Year SPY XDTE
2025 (YTD) +0.43% −3.66%
2024 +24.89% +16.39%
2023 +26.18%
2022 −18.18%
2021 +28.73%
2020 +18.33%
2019 +31.22%
2018 −4.57%
2017 +21.71%
2016 +12.00%
2015 +1.23%
2014 +13.46%
2013 +32.31%
2012 +15.99%
2011 +1.89%
2010 +15.06%
2009 +26.35%
2008 −36.79%
2007 +5.15%
2006 +15.85%
2005 +4.83%
2004 +10.70%
2003 +28.18%
2002 −21.58%
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

Thu 2024-03-07? to Tue 2025-05-13 Current
Drawdown
Worst
Drawdown
SPY
×
−3.97% −18.76%
2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund
XDTE
×
−7.65% −19.09%
2025-04-21
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund