All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

RWJ,CALF,AVUV: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2019-09-26? to Fri 2025-01-17 YTD
Return
TRR
Price
RWJ
×
+2.51%
2025-01-17
4.495 TRR
2025-01-17
Invesco S&P SmallCap 600 Revenue ETF Exchange-Traded Fund
CALF
×
+2.52%
2025-01-17
1.559 TRR
2025-01-17
Pacer US Small Cap Cash Cows 100 ETF Exchange-Traded Fund
AVUV
×
+2.75%
2025-01-17
1.752 TRR
2025-01-17
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund

Returns

Thu 2019-09-26? to Fri 2025-01-17 Overall
Return
Exponential
Trendline
RWJ
×
+91.87%
+13.05%/yr
+12.39%/yr
(R2=0.463)
Invesco S&P SmallCap 600 Revenue ETF Exchange-Traded Fund
CALF
×
+59.99%
+9.25%/yr
+9.63%/yr
(R2=0.433)
Pacer US Small Cap Cash Cows 100 ETF Exchange-Traded Fund
AVUV
×
+75.17%
+11.13%/yr
+12.47%/yr
(R2=0.581)
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund

Growth of $10,000

Thu 2019-09-26? to Fri 2025-01-17 Start
Value
End
Value
RWJ
×
$10,000.00
2019-09-26
$19,187.09
2025-01-17
Invesco S&P SmallCap 600 Revenue ETF Exchange-Traded Fund
CALF
×
$10,000.00
2019-09-26
$15,998.58
2025-01-17
Pacer US Small Cap Cash Cows 100 ETF Exchange-Traded Fund
AVUV
×
$10,000.00
2019-09-26
$17,516.75
2025-01-17
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund

Annual Returns

Year RWJ CALF AVUV
2025 (YTD) +2.51% +2.52% +2.75%
2024 +8.68% −10.01% +6.23%
2023 +12.46% +31.04% +18.83%
2022 −16.37% −20.35% −10.68%
2021 +42.77% +31.43% +32.85%
2020 +19.21% +15.01% +5.00%
2019 +17.59% +15.52% +8.40%
2018 −18.49% −11.73%
2017 +2.92% +5.04%
2016 +28.06%
2015 −9.43%
2014 +5.69%
2013 +43.76%
2012 +16.36%
2011 −3.84%
2010 +24.11%
2009 +42.69%
2008 −26.83%

Drawdowns

Thu 2019-09-26? to Fri 2025-01-17 Current
Drawdown
Worst
Drawdown
RWJ
×
−4.96% −45.31%
2020-03-18
Invesco S&P SmallCap 600 Revenue ETF Exchange-Traded Fund
CALF
×
−11.12% −44.28%
2020-03-23
Pacer US Small Cap Cash Cows 100 ETF Exchange-Traded Fund
AVUV
×
−6.42% −49.66%
2020-03-23
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund