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

Total Real Returns

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

Tue 2005-12-06? to Wed 2026-04-01 YTD
Return
TRR
Price
SPHQ
×
+0.38%
2026-04-01
3.845 TRR
2026-04-01
Invesco S&P 500 Quality ETF Exchange-Traded Fund
SPY
×
−4.68%
2026-04-01
11.79 TRR
2026-04-01
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Returns

Tue 2005-12-06? to Wed 2026-04-01 Overall
Return
Exponential
Trendline
SPHQ
×
+284.49%
+6.85%/yr
+8.79%/yr
(R2=0.857)
Invesco S&P 500 Quality ETF Exchange-Traded Fund
SPY
×
+354.84%
+7.74%/yr
+9.16%/yr
(R2=0.910)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000

Tue 2005-12-06? to Wed 2026-04-01 Start
Value
End
Value
SPHQ
×
$10,000.00
2005-12-06
$38,449.06
2026-04-01
Invesco S&P 500 Quality ETF Exchange-Traded Fund
SPY
×
$10,000.00
2005-12-06
$45,483.83
2026-04-01
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Annual Returns

Year SPHQ SPY
2026 (YTD) +0.38% −4.68%
2025 +10.31% +14.65%
2024 +21.93% +21.39%
2023 +20.79% +22.09%
2022 −20.88% −23.15%
2021 +19.61% +20.27%
2020 +15.78% +16.74%
2019 +30.65% +28.29%
2018 −8.81% −6.35%
2017 +16.62% +19.19%
2016 +11.98% +9.72%
2015 +0.89% +0.50%
2014 +15.20% +12.61%
2013 +30.81% +30.35%
2012 +12.40% +14.01%
2011 +3.17% −1.04%
2010 +18.71% +13.35%
2009 +9.67% +23.01%
2008 −46.42% −36.85%
2007 +12.18% +1.01%
2006 +2.01% +13.00%
2005 −1.72% +1.36%
2004 +7.21%
2003 +25.81%
2002 −23.40%
2001 −13.10%
2000 −12.70%
1999 +17.24%
1998 +26.65%
1997 +31.25%
1996 +18.61%
1995 +34.63%
1994 −2.22%
1993 +6.21%

Drawdowns

Tue 2005-12-06? to Wed 2026-04-01 Current
Drawdown
Worst
Drawdown
SPHQ
×
−6.15% −58.79%
2008-11-20
Invesco S&P 500 Quality ETF Exchange-Traded Fund
SPY
×
−6.36% −55.97%
2009-03-09
SPDR S&P 500 ETF Trust Exchange-Traded Fund