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

Total Real Returns

SPY,XDTE,QQQ: 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
QQQ
×
+1.00%
2025-05-13
11.9 TR
2025-05-13
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Returns

SPY,XDTE,QQQ - Total Return Chart
Date
--
SPY
--
SPY (Trendline)
--
XDTE
--
XDTE (Trendline)
--
QQQ
--
QQQ (Trendline)
--
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
QQQ
×
+16.61%
+13.87%/yr
+11.99%/yr
(R2=0.355)
Invesco QQQ Trust NASDAQ 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
QQQ
×
$10,000.00
2024-03-07
$11,660.72
2025-05-13
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Annual Returns

Year SPY XDTE QQQ
2025 (YTD) +0.43% −3.66% +1.00%
2024 +24.89% +16.39% +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 +1.89% +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

SPY,XDTE,QQQ - Total Return Drawdowns Chart
Date
--
SPY
--
XDTE
--
QQQ
--
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
QQQ
×
−4.29% −22.77%
2025-04-08
Invesco QQQ Trust NASDAQ Exchange-Traded Fund