All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2019-09-26? to Fri 2025-03-28 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| RWJ × |
−11.96%
2025-03-28 |
3.861 TRR
2025-03-28 |
||||
| Invesco S&P SmallCap 600 Revenue ETF Exchange-Traded Fund | ||||||
| SPY × |
−6.14%
2025-03-28 |
10.13 TRR
2025-03-28 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| AVUV × |
−10.58%
2025-03-28 |
1.524 TRR
2025-03-28 |
||||
| Avantis U.S. Small Cap Value ETF Exchange-Traded Fund | ||||||
| Thu 2019-09-26? to Fri 2025-03-28 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| RWJ × |
+64.80%
+9.50%/yr |
+11.94%/yr
(R2=0.470) |
||||
| Invesco S&P SmallCap 600 Revenue ETF Exchange-Traded Fund | ||||||
| SPY × |
+63.30%
+9.32%/yr |
+8.13%/yr
(R2=0.586) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| AVUV × |
+52.44%
+7.96%/yr |
+12.07%/yr
(R2=0.588) |
||||
| Avantis U.S. Small Cap Value ETF Exchange-Traded Fund | ||||||
| Thu 2019-09-26? to Fri 2025-03-28 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| RWJ × |
$10,000.00
2019-09-26 |
$16,480.36
2025-03-28 |
||||
| Invesco S&P SmallCap 600 Revenue ETF Exchange-Traded Fund | ||||||
| SPY × |
$10,000.00
2019-09-26 |
$16,330.45
2025-03-28 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| AVUV × |
$10,000.00
2019-09-26 |
$15,244.09
2025-03-28 |
||||
| Avantis U.S. Small Cap Value ETF Exchange-Traded Fund | ||||||
| Year | RWJ | SPY | AVUV |
|---|---|---|---|
| 2025 (YTD) | −11.96% | −6.14% | −10.58% |
| 2024 | +8.70% | +21.39% | +6.23% |
| 2023 | +12.43% | +22.09% | +18.84% |
| 2022 | −16.36% | −23.14% | −10.69% |
| 2021 | +42.78% | +20.26% | +32.85% |
| 2020 | +19.19% | +16.74% | +5.00% |
| 2019 | +17.62% | +28.29% | +8.40% |
| 2018 | −18.51% | −6.35% | — |
| 2017 | +2.90% | +19.19% | — |
| 2016 | +28.10% | +9.73% | — |
| 2015 | −9.43% | +0.49% | — |
| 2014 | +5.74% | +12.61% | — |
| 2013 | +43.72% | +30.35% | — |
| 2012 | +16.29% | +14.01% | — |
| 2011 | −3.74% | −1.05% | — |
| 2010 | +24.09% | +13.36% | — |
| 2009 | +42.63% | +23.00% | — |
| 2008 | −26.83% | −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 | — | +26.65% | — |
| 1997 | — | +31.25% | — |
| 1996 | — | +18.57% | — |
| 1995 | — | +34.63% | — |
| 1994 | — | −2.23% | — |
| 1993 | — | +6.29% | — |
| Thu 2019-09-26? to Fri 2025-03-28 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| RWJ × | −18.38% |
−45.34%
2020-03-18 |
||||
| Invesco S&P SmallCap 600 Revenue ETF Exchange-Traded Fund | ||||||
| SPY × | −9.39% |
−33.67%
2020-03-23 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| AVUV × | −18.56% |
−49.65%
2020-03-23 |
||||
| Avantis U.S. Small Cap Value ETF Exchange-Traded Fund | ||||||