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 Tue 2025-04-01 YTD
Return
TRR
Price
RWJ
×
−11.79%
2025-04-01
3.869 TRR
2025-04-01
Invesco S&P SmallCap 600 Revenue ETF Exchange-Traded Fund
SPY
×
−5.27%
2025-04-01
10.23 TRR
2025-04-01
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Returns

Fri 2008-02-22? to Tue 2025-04-01 Overall
Return
Exponential
Trendline
RWJ
×
+286.91%
+8.23%/yr
+10.13%/yr
(R2=0.883)
Invesco S&P SmallCap 600 Revenue ETF Exchange-Traded Fund
SPY
×
+278.73%
+8.10%/yr
+10.77%/yr
(R2=0.961)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000

Fri 2008-02-22? to Tue 2025-04-01 Start
Value
End
Value
RWJ
×
$10,000.00
2008-02-22
$38,690.70
2025-04-01
Invesco S&P SmallCap 600 Revenue ETF Exchange-Traded Fund
SPY
×
$10,000.00
2008-02-22
$37,872.67
2025-04-01
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Annual Returns

Year RWJ SPY
2025 (YTD) −11.79% −5.27%
2024 +8.67% +21.39%
2023 +12.45% +22.09%
2022 −16.38% −23.15%
2021 +42.80% +20.27%
2020 +19.19% +16.74%
2019 +17.61% +28.29%
2018 −18.50% −6.36%
2017 +2.93% +19.19%
2016 +28.04% +9.72%
2015 −9.43% +0.50%
2014 +5.74% +12.61%
2013 +43.78% +30.35%
2012 +16.29% +14.02%
2011 −3.81% −1.05%
2010 +24.18% +13.36%
2009 +42.60% +23.00%
2008 −26.81% −36.85%
2007 +1.01%
2006 +13.00%
2005 +1.35%
2004 +7.21%
2003 +25.82%
2002 −23.40%
2001 −13.11%
2000 −12.70%
1999 +17.24%
1998 +26.66%
1997 +31.23%
1996 +18.56%
1995 +34.64%
1994 −2.21%
1993 +6.29%

Drawdowns

Fri 2008-02-22? to Tue 2025-04-01 Current
Drawdown
Worst
Drawdown
RWJ
×
−18.21% −55.41%
2009-03-09
Invesco S&P SmallCap 600 Revenue ETF Exchange-Traded Fund
SPY
×
−8.56% −50.66%
2009-03-09
SPDR S&P 500 ETF Trust Exchange-Traded Fund