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

Total Real Returns

VOO,BALI: Total Return Chart (with Dividends Reinvested)

Thu 2023-09-28? to Tue 2025-07-15 YTD
Return
TR
Price
VOO
×
+6.83%
2025-07-15
7.447 TR
2025-07-15
Vanguard S&P 500 ETF Exchange-Traded Fund
BALI
×
+4.34%
2025-07-15
1.399 TR
2025-07-15
Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund

Returns

Thu 2023-09-28? to Tue 2025-07-15 Overall
Return
Exponential
Trendline
VOO
×
+48.76%
+24.75%/yr
+20.71%/yr
(R2=0.793)
Vanguard S&P 500 ETF Exchange-Traded Fund
BALI
×
+39.88%
+20.55%/yr
+17.57%/yr
(R2=0.773)
Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2023-09-28? to Tue 2025-07-15 Start
Value
End
Value
VOO
×
$10,000.00
2023-09-28
$14,876.29
2025-07-15
Vanguard S&P 500 ETF Exchange-Traded Fund
BALI
×
$10,000.00
2023-09-28
$13,988.20
2025-07-15
Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund

Annual Returns

Year VOO BALI
2025 (YTD) +6.83% +4.34%
2024 +24.98% +22.41%
2023 +26.32% +9.52%
2022 −18.17%
2021 +28.79%
2020 +18.32%
2019 +31.37%
2018 −4.50%
2017 +21.77%
2016 +12.17%
2015 +1.33%
2014 +13.56%
2013 +32.39%
2012 +15.99%
2011 +1.90%
2010 +14.78%

Drawdowns

Thu 2023-09-28? to Tue 2025-07-15 Current
Drawdown
Worst
Drawdown
VOO
×
−0.60% −18.69%
2025-04-08
Vanguard S&P 500 ETF Exchange-Traded Fund
BALI
×
−0.53% −16.65%
2025-04-08
Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund