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

Total Real Returns

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

Tue 2005-05-10? to Tue 2025-09-02 YTD
Return
TR
Price
XLG
×
+9.57%
2025-09-02
8.67 TR
2025-09-02
Invesco S&P 500 Top 50 ETF Exchange-Traded Fund
SPY
×
+9.90%
2025-09-02
26.26 TR
2025-09-02
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ
×
+10.93%
2025-09-02
13.07 TR
2025-09-02
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Returns

Tue 2005-05-10? to Tue 2025-09-02 Overall
Return
Exponential
Trendline
XLG
×
+767.05%
+11.22%/yr
+11.52%/yr
(R2=0.920)
Invesco S&P 500 Top 50 ETF Exchange-Traded Fund
SPY
×
+701.73%
+10.79%/yr
+11.20%/yr
(R2=0.929)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ
×
+1,746.95%
+15.44%/yr
+16.36%/yr
(R2=0.960)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Growth of $10,000

Tue 2005-05-10? to Tue 2025-09-02 Start
Value
End
Value
XLG
×
$10,000.00
2005-05-10
$86,704.83
2025-09-02
Invesco S&P 500 Top 50 ETF Exchange-Traded Fund
SPY
×
$10,000.00
2005-05-10
$80,173.05
2025-09-02
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ
×
$10,000.00
2005-05-10
$184,695.26
2025-09-02
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Annual Returns

Year XLG SPY QQQ
2025 (YTD) +9.57% +9.90% +10.93%
2024 +33.49% +24.89% +25.58%
2023 +38.16% +26.18% +54.86%
2022 −24.29% −18.18% −32.58%
2021 +30.77% +28.73% +27.42%
2020 +24.15% +18.33% +48.62%
2019 +32.04% +31.22% +38.96%
2018 −3.59% −4.57% −0.13%
2017 +23.04% +21.71% +32.66%
2016 +11.27% +12.00% +7.10%
2015 +4.22% +1.23% +9.44%
2014 +11.38% +13.46% +19.18%
2013 +28.76% +32.31% +36.63%
2012 +15.37% +15.99% +18.11%
2011 +4.20% +1.90% +3.38%
2010 +9.29% +15.06% +19.91%
2009 +20.33% +26.35% +54.70%
2008 −33.78% −36.79% −41.73%
2007 +4.49% +5.15% +19.03%
2006 +18.06% +15.85% +7.14%
2005 +3.78% +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

Tue 2005-05-10? to Tue 2025-09-02 Current
Drawdown
Worst
Drawdown
XLG
×
−1.54% −52.39%
2009-03-09
Invesco S&P 500 Top 50 ETF Exchange-Traded Fund
SPY
×
−1.33% −55.19%
2009-03-09
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ
×
−2.54% −53.40%
2008-11-20
Invesco QQQ Trust NASDAQ Exchange-Traded Fund