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

Total Real Returns

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

Thu 2024-03-07? to Wed 2025-07-16 YTD
Return
TR
Price
SPY
×
+7.15%
2025-07-16
25.61 TR
2025-07-16
SPDR S&P 500 ETF Trust Exchange-Traded Fund
XDTE
×
+2.50%
2025-07-16
1.193 TR
2025-07-16
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
QDTE
×
+5.83%
2025-07-16
1.229 TR
2025-07-16
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund
QQQ
×
+9.29%
2025-07-16
12.87 TR
2025-07-16
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Returns

Thu 2024-03-07? to Wed 2025-07-16 Overall
Return
Exponential
Trendline
SPY
×
+23.54%
+16.85%/yr
+12.85%/yr
(R2=0.572)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
XDTE
×
+19.30%
+13.87%/yr
+10.94%/yr
(R2=0.398)
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
QDTE
×
+22.85%
+16.36%/yr
+12.87%/yr
(R2=0.417)
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund
QQQ
×
+26.18%
+18.68%/yr
+14.09%/yr
(R2=0.513)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2024-03-07? to Wed 2025-07-16 Start
Value
End
Value
SPY
×
$10,000.00
2024-03-07
$12,354.34
2025-07-16
SPDR S&P 500 ETF Trust Exchange-Traded Fund
XDTE
×
$10,000.00
2024-03-07
$11,929.61
2025-07-16
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
QDTE
×
$10,000.00
2024-03-07
$12,285.16
2025-07-16
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund
QQQ
×
$10,000.00
2024-03-07
$12,617.97
2025-07-16
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Annual Returns

Year SPY XDTE QDTE QQQ
2025 (YTD) +7.15% +2.50% +5.83% +9.29%
2024 +24.89% +16.38% +16.08% +25.58%
2023 +26.18% +54.86%
2022 −18.18% −32.58%
2021 +28.73% +27.42%
2020 +18.33% +48.62%
2019 +31.22% +38.96%
2018 −4.57% −0.13%
2017 +21.71% +32.66%
2016 +12.00% +7.10%
2015 +1.23% +9.44%
2014 +13.46% +19.18%
2013 +32.31% +36.63%
2012 +15.99% +18.11%
2011 +1.90% +3.38%
2010 +15.06% +19.91%
2009 +26.35% +54.70%
2008 −36.79% −41.73%
2007 +5.15% +19.03%
2006 +15.85% +7.14%
2005 +4.83% +1.58%
2004 +10.70% +10.52%
2003 +28.18% +49.67%
2002 −21.58% −37.37%
2001 −11.76% −33.34%
2000 −9.74% −36.11%
1999 +20.39% +78.95%
1998 +28.69%
1997 +33.48%
1996 +22.50%
1995 +38.06%
1994 +0.40%
1993 +8.71%

Drawdowns

Thu 2024-03-07? to Wed 2025-07-16 Current
Drawdown
Worst
Drawdown
SPY
×
−0.26% −18.76%
2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund
XDTE
×
−1.74% −19.09%
2025-04-21
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
QDTE
×
−0.14% −22.86%
2025-04-21
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund
QQQ
×
0.00% −22.77%
2025-04-08
Invesco QQQ Trust NASDAQ Exchange-Traded Fund