All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2019-09-26? to Thu 2025-03-27 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| RWJ × |
−9.85%
2025-03-27 |
3.953 TRR
2025-03-27 |
||||
| Invesco S&P SmallCap 600 Revenue ETF Exchange-Traded Fund | ||||||
| SPY × |
−4.20%
2025-03-27 |
10.34 TRR
2025-03-27 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| CALF × |
−14.18%
2025-03-27 |
1.305 TRR
2025-03-27 |
||||
| Pacer US Small Cap Cash Cows 100 ETF Exchange-Traded Fund | ||||||
| AVUV × |
−8.71%
2025-03-27 |
1.556 TRR
2025-03-27 |
||||
| Avantis U.S. Small Cap Value ETF Exchange-Traded Fund | ||||||
| Thu 2019-09-26? to Thu 2025-03-27 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| RWJ × |
+68.73%
+9.98%/yr |
+11.96%/yr
(R2=0.470) |
||||
| Invesco S&P SmallCap 600 Revenue ETF Exchange-Traded Fund | ||||||
| SPY × |
+66.68%
+9.73%/yr |
+8.13%/yr
(R2=0.586) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| CALF × |
+33.89%
+5.45%/yr |
+8.79%/yr
(R2=0.402) |
||||
| Pacer US Small Cap Cash Cows 100 ETF Exchange-Traded Fund | ||||||
| AVUV × |
+55.61%
+8.37%/yr |
+12.08%/yr
(R2=0.589) |
||||
| Avantis U.S. Small Cap Value ETF Exchange-Traded Fund | ||||||
| Thu 2019-09-26? to Thu 2025-03-27 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| RWJ × |
$10,000.00
2019-09-26 |
$16,873.23
2025-03-27 |
||||
| Invesco S&P SmallCap 600 Revenue ETF Exchange-Traded Fund | ||||||
| SPY × |
$10,000.00
2019-09-26 |
$16,667.55
2025-03-27 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| CALF × |
$10,000.00
2019-09-26 |
$13,389.41
2025-03-27 |
||||
| Pacer US Small Cap Cash Cows 100 ETF Exchange-Traded Fund | ||||||
| AVUV × |
$10,000.00
2019-09-26 |
$15,560.80
2025-03-27 |
||||
| Avantis U.S. Small Cap Value ETF Exchange-Traded Fund | ||||||
| Year | RWJ | SPY | CALF | AVUV |
|---|---|---|---|---|
| 2025 (YTD) | −9.85% | −4.20% | −14.18% | −8.71% |
| 2024 | +8.68% | +21.39% | −9.99% | +6.21% |
| 2023 | +12.46% | +22.09% | +31.03% | +18.85% |
| 2022 | −16.39% | −23.14% | −20.36% | −10.69% |
| 2021 | +42.78% | +20.27% | +31.46% | +32.84% |
| 2020 | +19.19% | +16.74% | +14.99% | +5.00% |
| 2019 | +17.62% | +28.29% | +15.51% | +8.40% |
| 2018 | −18.51% | −6.35% | −11.74% | — |
| 2017 | +2.93% | +19.19% | +5.06% | — |
| 2016 | +28.06% | +9.72% | — | — |
| 2015 | −9.43% | +0.50% | — | — |
| 2014 | +5.74% | +12.61% | — | — |
| 2013 | +43.72% | +30.35% | — | — |
| 2012 | +16.29% | +14.01% | — | — |
| 2011 | −3.74% | −1.05% | — | — |
| 2010 | +24.09% | +13.37% | — | — |
| 2009 | +42.65% | +23.00% | — | — |
| 2008 | −26.84% | −36.85% | — | — |
| 2007 | — | +1.01% | — | — |
| 2006 | — | +13.00% | — | — |
| 2005 | — | +1.35% | — | — |
| 2004 | — | +7.21% | — | — |
| 2003 | — | +25.82% | — | — |
| 2002 | — | −23.41% | — | — |
| 2001 | — | −13.11% | — | — |
| 2000 | — | −12.70% | — | — |
| 1999 | — | +17.25% | — | — |
| 1998 | — | +26.65% | — | — |
| 1997 | — | +31.25% | — | — |
| 1996 | — | +18.56% | — | — |
| 1995 | — | +34.63% | — | — |
| 1994 | — | −2.21% | — | — |
| 1993 | — | +6.29% | — | — |
| Thu 2019-09-26? to Thu 2025-03-27 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| RWJ × | −16.41% |
−45.34%
2020-03-18 |
||||
| Invesco S&P SmallCap 600 Revenue ETF Exchange-Traded Fund | ||||||
| SPY × | −7.53% |
−33.67%
2020-03-23 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| CALF × | −25.59% |
−44.28%
2020-03-23 |
||||
| Pacer US Small Cap Cash Cows 100 ETF Exchange-Traded Fund | ||||||
| AVUV × | −16.86% |
−49.67%
2020-03-23 |
||||
| Avantis U.S. Small Cap Value ETF Exchange-Traded Fund | ||||||