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

Total Real Returns

SPLG,FZROX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Fri 2018-08-03? to Wed 2025-06-25 YTD
Return
TRR
Price
SPLG
×
+2.97%
2025-06-25
4.455 TRR
2025-06-25
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
FZROX
×
+1.73%
2025-06-25
1.795 TRR
2025-06-25
Fidelity Zero Total Market Index Fund Mutual Fund

Returns

Fri 2018-08-03? to Wed 2025-06-25 Overall
Return
Exponential
Trendline
SPLG
×
+88.50%
+9.63%/yr
+9.16%/yr
(R2=0.762)
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
FZROX
×
+79.46%
+8.85%/yr
+8.42%/yr
(R2=0.704)
Fidelity Zero Total Market Index Fund Mutual Fund

Growth of $10,000

Fri 2018-08-03? to Wed 2025-06-25 Start
Value
End
Value
SPLG
×
$10,000.00
2018-08-03
$18,850.00
2025-06-25
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
FZROX
×
$10,000.00
2018-08-03
$17,945.67
2025-06-25
Fidelity Zero Total Market Index Fund Mutual Fund

Annual Returns

Year SPLG FZROX
2025 (YTD) +2.97% +1.73%
2024 +21.51% +20.46%
2023 +22.14% +22.08%
2022 −23.07% −24.11%
2021 +20.32% +17.55%
2020 +16.90% +18.92%
2019 +29.06% +28.08%
2018 −6.57% −11.71%
2017 +18.80%
2016 +9.56%
2015 +0.40%
2014 +12.83%
2013 +31.20%
2012 +13.18%
2011 −1.19%
2010 +14.19%
2009 +23.82%
2008 −36.95%
2007 +1.62%
2006 +11.73%
2005 +2.86%

Drawdowns

Fri 2018-08-03? to Wed 2025-06-25 Current
Drawdown
Worst
Drawdown
SPLG
×
−1.38% −33.83%
2020-03-23
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
FZROX
×
−2.27% −34.91%
2020-03-23
Fidelity Zero Total Market Index Fund Mutual Fund