SPMO,MAGS,VGT,MSTY,XDTE,PPA,BRK-B: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2024-03-07? to Fri 2025-08-15	YTD Return	TRR Price
SPMO ×	+20.96% 2025-08-15	3.873 TRR 2025-08-15
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
MAGS ×	+8.46% 2025-08-15	2.34 TRR 2025-08-15
Roundhill Magnificent Seven ETF NASDAQ Exchange-Traded Fund
VGT ×	+10.13% 2025-08-15	9.85 TRR 2025-08-15
Vanguard Information Technology Index Fund ETF Shares Exchange-Traded Fund
MSTY ×	+17.97% 2025-08-15	3.477 TRR 2025-08-15
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
XDTE ×	+2.89% 2025-08-15	1.179 TRR 2025-08-15
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
PPA ×	+24.58% 2025-08-15	7.293 TRR 2025-08-15
Invesco Aerospace & Defense ETF Exchange-Traded Fund
BRK-B ×	+2.74% 2025-08-15	9.946 TRR 2025-08-15
Berkshire Hathaway Inc NYSE Common Stock

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Returns

Thu 2024-03-07? to Fri 2025-08-15	Overall Return	Exponential Trendline
SPMO ×	+41.44% +27.22%/yr	+24.53%/yr (R2=0.783)
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
MAGS ×	+50.60% +32.88%/yr	+24.87%/yr (R2=0.576)
Roundhill Magnificent Seven ETF NASDAQ Exchange-Traded Fund
VGT ×	+28.01% +18.71%/yr	+12.96%/yr (R2=0.358)
Vanguard Information Technology Index Fund ETF Shares Exchange-Traded Fund
MSTY ×	+133.40% +80.14%/yr	+97.64%/yr (R2=0.776)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
XDTE ×	+17.92% +12.13%/yr	+8.71%/yr (R2=0.323)
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
PPA ×	+41.74% +27.41%/yr	+24.46%/yr (R2=0.815)
Invesco Aerospace & Defense ETF Exchange-Traded Fund
BRK-B ×	+13.96% +9.50%/yr	+15.18%/yr (R2=0.654)
Berkshire Hathaway Inc NYSE Common Stock

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Growth of $10,000

Thu 2024-03-07? to Fri 2025-08-15	Start Value	End Value
SPMO ×	$10,000.00 2024-03-07	$14,143.96 2025-08-15
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
MAGS ×	$10,000.00 2024-03-07	$15,059.76 2025-08-15
Roundhill Magnificent Seven ETF NASDAQ Exchange-Traded Fund
VGT ×	$10,000.00 2024-03-07	$12,801.50 2025-08-15
Vanguard Information Technology Index Fund ETF Shares Exchange-Traded Fund
MSTY ×	$10,000.00 2024-03-07	$23,340.30 2025-08-15
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
XDTE ×	$10,000.00 2024-03-07	$11,792.20 2025-08-15
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
PPA ×	$10,000.00 2024-03-07	$14,173.69 2025-08-15
Invesco Aerospace & Defense ETF Exchange-Traded Fund
BRK-B ×	$10,000.00 2024-03-07	$11,396.37 2025-08-15
Berkshire Hathaway Inc NYSE Common Stock

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Annual Returns

Year	SPMO	MAGS	VGT	MSTY	XDTE	PPA	BRK-B
2025 (YTD)	+20.96%	+8.46%	+10.13%	+17.97%	+2.89%	+24.58%	+2.74%
2024	+41.74%	+59.36%	+25.68%	+194.72%	+14.61%	+21.78%	+23.53%
2023	+13.75%	+35.36%	+47.71%	—	—	+14.57%	+11.72%
2022	−15.90%	—	−33.97%	—	—	+2.86%	−2.97%
2021	+14.58%	—	+21.88%	—	—	+0.05%	+20.48%
2020	+26.54%	—	+44.08%	—	—	−0.90%	+0.99%
2019	+23.11%	—	+45.31%	—	—	+36.51%	+8.45%
2018	−2.77%	—	+0.54%	—	—	−9.24%	+1.08%
2017	+25.11%	—	+34.25%	—	—	+27.40%	+19.10%
2016	+5.34%	—	+11.46%	—	—	+16.86%	+20.93%
2015	+3.24%	—	+4.28%	—	—	+3.26%	−12.70%
2014	—	—	+17.14%	—	—	+11.85%	+25.69%
2013	—	—	+29.03%	—	—	+48.13%	+30.22%
2012	—	—	+12.01%	—	—	+15.61%	+15.56%
2011	—	—	−2.35%	—	—	−4.48%	−7.50%
2010	—	—	+11.12%	—	—	+8.93%	+20.10%
2009	—	—	+57.60%	—	—	+19.79%	−0.47%
2008	—	—	−42.88%	—	—	−37.45%	−32.20%
2007	—	—	+10.26%	—	—	+17.50%	+24.11%
2006	—	—	+6.17%	—	—	+17.08%	+21.81%
2005	—	—	−0.42%	—	—	+5.14%	−3.33%
2004	—	—	−5.47%	—	—	—	+1.01%
2003	—	—	—	—	—	—	+14.04%
2002	—	—	—	—	—	—	−6.28%
2001	—	—	—	—	—	—	+5.63%
2000	—	—	—	—	—	—	+24.41%
1999	—	—	—	—	—	—	−24.16%
1998	—	—	—	—	—	—	+50.28%
1997	—	—	—	—	—	—	+36.07%
1996	—	—	—	—	—	—	−5.48%

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Drawdowns

Thu 2024-03-07? to Fri 2025-08-15	Current Drawdown	Worst Drawdown
SPMO ×	−1.05%	−20.53% 2025-04-04
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
MAGS ×	−0.26%	−30.90% 2025-04-08
Roundhill Magnificent Seven ETF NASDAQ Exchange-Traded Fund
VGT ×	−1.04%	−28.26% 2025-04-08
Vanguard Information Technology Index Fund ETF Shares Exchange-Traded Fund
MSTY ×	−17.20%	−41.53% 2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
XDTE ×	−1.01%	−20.02% 2025-04-21
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
PPA ×	−1.17%	−16.39% 2025-04-04
Invesco Aerospace & Defense ETF Exchange-Traded Fund
BRK-B ×	−12.30%	−15.55% 2025-08-04
Berkshire Hathaway Inc NYSE Common Stock