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

Total Real Returns

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

Mon 2017-06-19? 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
CALF
×
−15.93%
2025-03-28
1.278 TRR
2025-03-28
Pacer US Small Cap Cash Cows 100 ETF Exchange-Traded Fund

Returns

Mon 2017-06-19? to Fri 2025-03-28 Overall
Return
Exponential
Trendline
RWJ
×
+56.14%
+5.90%/yr
+9.50%/yr
(R2=0.566)
Invesco S&P SmallCap 600 Revenue ETF Exchange-Traded Fund
SPY
×
+97.34%
+9.14%/yr
+9.10%/yr
(R2=0.814)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
CALF
×
+27.84%
+3.21%/yr
+7.65%/yr
(R2=0.543)
Pacer US Small Cap Cash Cows 100 ETF Exchange-Traded Fund

Growth of $10,000

Mon 2017-06-19? to Fri 2025-03-28 Start
Value
End
Value
RWJ
×
$10,000.00
2017-06-19
$15,613.97
2025-03-28
Invesco S&P SmallCap 600 Revenue ETF Exchange-Traded Fund
SPY
×
$10,000.00
2017-06-19
$19,733.65
2025-03-28
SPDR S&P 500 ETF Trust Exchange-Traded Fund
CALF
×
$10,000.00
2017-06-19
$12,784.42
2025-03-28
Pacer US Small Cap Cash Cows 100 ETF Exchange-Traded Fund

Annual Returns

Year RWJ SPY CALF
2025 (YTD) −11.96% −6.14% −15.93%
2024 +8.70% +21.39% −10.01%
2023 +12.43% +22.09% +31.05%
2022 −16.36% −23.14% −20.36%
2021 +42.78% +20.26% +31.42%
2020 +19.19% +16.74% +14.99%
2019 +17.62% +28.29% +15.55%
2018 −18.51% −6.35% −11.74%
2017 +2.90% +19.19% +5.06%
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%

Drawdowns

Mon 2017-06-19? to Fri 2025-03-28 Current
Drawdown
Worst
Drawdown
RWJ
×
−18.38% −52.51%
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
CALF
×
−27.11% −48.81%
2020-03-23
Pacer US Small Cap Cash Cows 100 ETF Exchange-Traded Fund