VOO,SPY,AGG,BND,FBND,MAIN: Total Return Chart (with Dividends Reinvested)

Thu 2014-10-09? to Mon 2025-12-15	YTD Return	TR Price
VOO ×	+17.27% 2025-12-15	8.175 TR 2025-12-15
Vanguard S&P 500 ETF Exchange-Traded Fund
SPY ×	+17.17% 2025-12-15	28 TR 2025-12-15
SPDR S&P 500 ETF Trust Exchange-Traded Fund
AGG ×	+6.87% 2025-12-15	1.972 TR 2025-12-15
iShares Core U.S. Aggregate Bond ETF Exchange-Traded Fund
BND ×	+6.80% 2025-12-15	1.762 TR 2025-12-15
Vanguard Total Bond Market Index Fund ETF Shares NASDAQ Exchange-Traded Fund
FBND ×	+7.30% 2025-12-15	1.334 TR 2025-12-15
Fidelity Total Bond ETF Exchange-Traded Fund
MAIN ×	+10.89% 2025-12-15	18.61 TR 2025-12-15
Main Street Capital Corporation NYSE Common Stock

---

Returns

Thu 2014-10-09? to Mon 2025-12-15	Overall Return	Exponential Trendline
VOO ×	+329.82% +13.93%/yr	+13.54%/yr (R2=0.965)
Vanguard S&P 500 ETF Exchange-Traded Fund
SPY ×	+326.41% +13.85%/yr	+13.47%/yr (R2=0.965)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
AGG ×	+22.70% +1.85%/yr	+1.33%/yr (R2=0.405)
iShares Core U.S. Aggregate Bond ETF Exchange-Traded Fund
BND ×	+22.46% +1.83%/yr	+1.32%/yr (R2=0.395)
Vanguard Total Bond Market Index Fund ETF Shares NASDAQ Exchange-Traded Fund
FBND ×	+33.41% +2.61%/yr	+2.27%/yr (R2=0.677)
Fidelity Total Bond ETF Exchange-Traded Fund
MAIN ×	+376.58% +14.98%/yr	+13.09%/yr (R2=0.888)
Main Street Capital Corporation NYSE Common Stock

---

Growth of $10,000

Thu 2014-10-09? to Mon 2025-12-15	Start Value	End Value
VOO ×	$10,000.00 2014-10-09	$42,981.87 2025-12-15
Vanguard S&P 500 ETF Exchange-Traded Fund
SPY ×	$10,000.00 2014-10-09	$42,641.27 2025-12-15
SPDR S&P 500 ETF Trust Exchange-Traded Fund
AGG ×	$10,000.00 2014-10-09	$12,269.66 2025-12-15
iShares Core U.S. Aggregate Bond ETF Exchange-Traded Fund
BND ×	$10,000.00 2014-10-09	$12,245.88 2025-12-15
Vanguard Total Bond Market Index Fund ETF Shares NASDAQ Exchange-Traded Fund
FBND ×	$10,000.00 2014-10-09	$13,340.88 2025-12-15
Fidelity Total Bond ETF Exchange-Traded Fund
MAIN ×	$10,000.00 2014-10-09	$47,658.26 2025-12-15
Main Street Capital Corporation NYSE Common Stock

---

Annual Returns

Year	VOO	SPY	AGG	BND	FBND	MAIN
2025 (YTD)	+17.27%	+17.17%	+6.87%	+6.80%	+7.30%	+10.89%
2024	+24.98%	+24.89%	+1.31%	+1.38%	+2.13%	+47.30%
2023	+26.32%	+26.18%	+5.65%	+5.65%	+6.81%	+28.23%
2022	−18.17%	−18.18%	−13.02%	−13.11%	−12.54%	−11.37%
2021	+28.79%	+28.73%	−1.77%	−2.01%	−0.43%	+48.31%
2020	+18.32%	+18.33%	+7.48%	+7.54%	+9.41%	−19.54%
2019	+31.37%	+31.22%	+8.46%	+8.84%	+9.82%	+36.88%
2018	−4.50%	−4.57%	+0.10%	−0.11%	−0.57%	−8.27%
2017	+21.77%	+21.71%	+3.55%	+3.57%	+3.52%	+16.05%
2016	+12.17%	+12.00%	+2.41%	+2.52%	+6.75%	+37.45%
2015	+1.33%	+1.23%	+0.48%	+0.56%	−0.98%	+8.54%
2014	+13.56%	+13.46%	+6.00%	+5.82%	+0.11%	−2.99%
2013	+32.39%	+32.31%	−1.98%	−2.10%	—	+16.83%
2012	+15.99%	+15.99%	+3.76%	+3.89%	—	+53.48%
2011	+1.90%	+1.89%	+7.70%	+7.93%	—	+27.79%
2010	+14.78%	+15.06%	+6.36%	+6.20%	—	+24.23%
2009	—	+26.35%	+2.97%	+3.63%	—	+84.84%
2008	—	−36.79%	+7.90%	+6.87%	—	−20.77%
2007	—	+5.15%	+6.60%	+6.10%	—	−4.42%
2006	—	+15.85%	+3.90%	—	—	—
2005	—	+4.83%	+2.27%	—	—	—
2004	—	+10.70%	+3.78%	—	—	—
2003	—	+28.18%	+0.61%	—	—	—
2002	—	−21.58%	—	—	—	—
2001	—	−11.76%	—	—	—	—
2000	—	−9.74%	—	—	—	—
1999	—	+20.39%	—	—	—	—
1998	—	+28.69%	—	—	—	—
1997	—	+33.47%	—	—	—	—
1996	—	+22.50%	—	—	—	—
1995	—	+38.06%	—	—	—	—
1994	—	+0.40%	—	—	—	—
1993	—	+8.71%	—	—	—	—

---

Drawdowns

Thu 2014-10-09? to Mon 2025-12-15	Current Drawdown	Worst Drawdown
VOO ×	−1.22%	−33.99% 2020-03-23
Vanguard S&P 500 ETF Exchange-Traded Fund
SPY ×	−1.22%	−33.72% 2020-03-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund
AGG ×	−2.68%	−18.43% 2022-10-20
iShares Core U.S. Aggregate Bond ETF Exchange-Traded Fund
BND ×	−3.19%	−18.84% 2022-10-20
Vanguard Total Bond Market Index Fund ETF Shares NASDAQ Exchange-Traded Fund
FBND ×	−0.73%	−17.25% 2022-10-20
Fidelity Total Bond ETF Exchange-Traded Fund
MAIN ×	−8.10%	−64.53% 2020-03-23
Main Street Capital Corporation NYSE Common Stock