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 2025-01-17 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
CALF
×
+2.52%
2025-01-17
1.559 TRR
2025-01-17
Pacer US Small Cap Cash Cows 100 ETF Exchange-Traded Fund

Returns

Mon 2017-06-19? to Fri 2025-01-17 Overall
Return
Exponential
Trendline
RWJ
×
+81.77%
+8.20%/yr
+9.47%/yr
(R2=0.557)
Invesco S&P SmallCap 600 Revenue ETF Exchange-Traded Fund
SPY
×
+114.09%
+10.56%/yr
+9.01%/yr
(R2=0.807)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
CALF
×
+55.90%
+6.03%/yr
+7.96%/yr
(R2=0.564)
Pacer US Small Cap Cash Cows 100 ETF Exchange-Traded Fund

Growth of $10,000

Mon 2017-06-19? to Fri 2025-01-17 Start
Value
End
Value
RWJ
×
$10,000.00
2017-06-19
$18,177.24
2025-01-17
Invesco S&P SmallCap 600 Revenue ETF Exchange-Traded Fund
SPY
×
$10,000.00
2017-06-19
$21,409.43
2025-01-17
SPDR S&P 500 ETF Trust Exchange-Traded Fund
CALF
×
$10,000.00
2017-06-19
$15,590.06
2025-01-17
Pacer US Small Cap Cash Cows 100 ETF Exchange-Traded Fund

Annual Returns

Year RWJ SPY CALF
2025 (YTD) +2.51% +1.83% +2.52%
2024 +8.68% +21.39% −10.01%
2023 +12.46% +22.09% +31.04%
2022 −16.37% −23.14% −20.35%
2021 +42.77% +20.27% +31.43%
2020 +19.21% +16.74% +15.01%
2019 +17.59% +28.29% +15.52%
2018 −18.49% −6.35% −11.73%
2017 +2.92% +19.19% +5.04%
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

Mon 2017-06-19? to Fri 2025-01-17 Current
Drawdown
Worst
Drawdown
RWJ
×
−4.96% −52.50%
2020-03-18
Invesco S&P SmallCap 600 Revenue ETF Exchange-Traded Fund
SPY
×
−1.51% −33.67%
2020-03-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund
CALF
×
−11.12% −48.82%
2020-03-23
Pacer US Small Cap Cash Cows 100 ETF Exchange-Traded Fund