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

Total Real Returns

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

Thu 2024-03-07? to Fri 2025-09-05 YTD
Return
TRR
Price
SPMO
×
+20.51%
2025-09-05
3.858 TRR
2025-09-05
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
MAGS
×
+9.60%
2025-09-05
2.364 TRR
2025-09-05
Roundhill Magnificent Seven ETF NASDAQ Exchange-Traded Fund
VGT
×
+9.76%
2025-09-05
9.817 TRR
2025-09-05
Vanguard Information Technology Index Fund ETF Shares Exchange-Traded Fund
MSTY
×
+10.08%
2025-09-05
3.245 TRR
2025-09-05
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
XDTE
×
+3.05%
2025-09-05
1.181 TRR
2025-09-05
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
PPA
×
+25.43%
2025-09-05
7.343 TRR
2025-09-05
Invesco Aerospace & Defense ETF Exchange-Traded Fund
BRK-B
×
+7.44%
2025-09-05
10.4 TRR
2025-09-05
Berkshire Hathaway Inc NYSE Common Stock

Returns

Thu 2024-03-07? to Fri 2025-09-05 Overall
Return
Exponential
Trendline
SPMO
×
+40.91%
+25.73%/yr
+25.30%/yr
(R2=0.806)
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
MAGS
×
+52.15%
+32.35%/yr
+25.61%/yr
(R2=0.614)
Roundhill Magnificent Seven ETF NASDAQ Exchange-Traded Fund
VGT
×
+27.59%
+17.67%/yr
+13.99%/yr
(R2=0.412)
Vanguard Information Technology Index Fund ETF Shares Exchange-Traded Fund
MSTY
×
+117.82%
+68.17%/yr
+90.39%/yr
(R2=0.759)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
XDTE
×
+18.12%
+11.76%/yr
+8.99%/yr
(R2=0.362)
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
PPA
×
+42.70%
+26.80%/yr
+25.44%/yr
(R2=0.834)
Invesco Aerospace & Defense ETF Exchange-Traded Fund
BRK-B
×
+19.17%
+12.42%/yr
+14.33%/yr
(R2=0.644)
Berkshire Hathaway Inc NYSE Common Stock

Growth of $10,000

Thu 2024-03-07? to Fri 2025-09-05 Start
Value
End
Value
SPMO
×
$10,000.00
2024-03-07
$14,090.53
2025-09-05
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
MAGS
×
$10,000.00
2024-03-07
$15,215.01
2025-09-05
Roundhill Magnificent Seven ETF NASDAQ Exchange-Traded Fund
VGT
×
$10,000.00
2024-03-07
$12,758.86
2025-09-05
Vanguard Information Technology Index Fund ETF Shares Exchange-Traded Fund
MSTY
×
$10,000.00
2024-03-07
$21,782.18
2025-09-05
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
XDTE
×
$10,000.00
2024-03-07
$11,812.03
2025-09-05
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
PPA
×
$10,000.00
2024-03-07
$14,269.82
2025-09-05
Invesco Aerospace & Defense ETF Exchange-Traded Fund
BRK-B
×
$10,000.00
2024-03-07
$11,916.88
2025-09-05
Berkshire Hathaway Inc NYSE Common Stock

Annual Returns

Year SPMO MAGS VGT MSTY XDTE PPA BRK-B
2025 (YTD) +20.51% +9.60% +9.76% +10.08% +3.05% +25.43% +7.44%
2024 +41.73% +59.39% +25.68% +194.77% +14.63% +21.77% +23.53%
2023 +13.76% +35.34% +47.71% +14.57% +11.72%
2022 −15.90% −33.96% +2.87% −2.97%
2021 +14.57% +21.87% +0.05% +20.48%
2020 +26.53% +44.08% −0.90% +0.99%
2019 +23.12% +45.31% +36.50% +8.45%
2018 −2.79% +0.54% −9.24% +1.08%
2017 +25.13% +34.24% +27.40% +19.11%
2016 +5.33% +11.46% +16.86% +20.93%
2015 +3.23% +4.29% +3.25% −12.70%
2014 +17.14% +11.86% +25.69%
2013 +29.03% +48.13% +30.22%
2012 +12.02% +15.64% +15.56%
2011 −2.36% −4.51% −7.50%
2010 +11.12% +8.96% +20.10%
2009 +57.60% +19.76% −0.47%
2008 −42.87% −37.43% −32.20%
2007 +10.26% +17.48% +24.11%
2006 +6.18% +17.05% +21.82%
2005 −0.42% +5.18% −3.33%
2004 −5.48% +1.01%
2003 +14.03%
2002 −6.27%
2001 +5.63%
2000 +24.42%
1999 −24.16%
1998 +50.27%
1997 +36.09%
1996 −5.47%

Drawdowns

Thu 2024-03-07? to Fri 2025-09-05 Current
Drawdown
Worst
Drawdown
SPMO
×
−1.42% −20.52%
2025-04-04
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
MAGS
×
−0.20% −30.91%
2025-04-08
Roundhill Magnificent Seven ETF NASDAQ Exchange-Traded Fund
VGT
×
−1.37% −28.25%
2025-04-08
Vanguard Information Technology Index Fund ETF Shares Exchange-Traded Fund
MSTY
×
−22.75% −41.52%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
XDTE
×
−0.84% −20.03%
2025-04-21
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
PPA
×
−1.32% −16.39%
2025-04-04
Invesco Aerospace & Defense ETF Exchange-Traded Fund
BRK-B
×
−8.29% −15.55%
2025-08-04
Berkshire Hathaway Inc NYSE Common Stock