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

Total Real Returns

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

Fri 2008-02-22? 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
SPY
×
+1.83%
2025-01-17
10.99 TRR
2025-01-17
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Returns

Fri 2008-02-22? to Fri 2025-01-17 Overall
Return
Exponential
Trendline
RWJ
×
+349.47%
+9.30%/yr
+10.18%/yr
(R2=0.881)
Invesco S&P SmallCap 600 Revenue ETF Exchange-Traded Fund
SPY
×
+307.13%
+8.66%/yr
+10.77%/yr
(R2=0.960)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000

Fri 2008-02-22? to Fri 2025-01-17 Start
Value
End
Value
RWJ
×
$10,000.00
2008-02-22
$44,947.37
2025-01-17
Invesco S&P SmallCap 600 Revenue ETF Exchange-Traded Fund
SPY
×
$10,000.00
2008-02-22
$40,712.63
2025-01-17
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Annual Returns

Year RWJ SPY
2025 (YTD) +2.51% +1.83%
2024 +8.68% +21.39%
2023 +12.46% +22.09%
2022 −16.37% −23.14%
2021 +42.77% +20.27%
2020 +19.21% +16.74%
2019 +17.59% +28.29%
2018 −18.49% −6.35%
2017 +2.92% +19.19%
2016 +28.06% +9.73%
2015 −9.43% +0.50%
2014 +5.69% +12.61%
2013 +43.76% +30.35%
2012 +16.36% +14.01%
2011 −3.84% −1.04%
2010 +24.11% +13.36%
2009 +42.69% +23.00%
2008 −26.83% −36.85%
2007 +1.01%
2006 +13.00%
2005 +1.35%
2004 +7.21%
2003 +25.81%
2002 −23.41%
2001 −13.10%
2000 −12.70%
1999 +17.24%
1998 +26.65%
1997 +31.25%
1996 +18.56%
1995 +34.62%
1994 −2.21%
1993 +6.29%

Drawdowns

Fri 2008-02-22? to Fri 2025-01-17 Current
Drawdown
Worst
Drawdown
RWJ
×
−4.96% −55.40%
2009-03-09
Invesco S&P SmallCap 600 Revenue ETF Exchange-Traded Fund
SPY
×
−1.51% −50.66%
2009-03-09
SPDR S&P 500 ETF Trust Exchange-Traded Fund