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

Total Real Returns

SPMO,SCHG: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Mon 2015-10-12? to Wed 2026-04-01 YTD
Return
TRR
Price
SPMO
×
−4.80%
2026-04-01
3.758 TRR
2026-04-01
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
SCHG
×
−10.69%
2026-04-01
7.06 TRR
2026-04-01
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Returns

Mon 2015-10-12? to Wed 2026-04-01 Overall
Return
Exponential
Trendline
SPMO
×
+275.78%
+13.48%/yr
+12.72%/yr
(R2=0.869)
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
SCHG
×
+251.25%
+12.75%/yr
+13.37%/yr
(R2=0.871)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Growth of $10,000

Mon 2015-10-12? to Wed 2026-04-01 Start
Value
End
Value
SPMO
×
$10,000.00
2015-10-12
$37,577.95
2026-04-01
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
SCHG
×
$10,000.00
2015-10-12
$35,124.81
2026-04-01
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Annual Returns

Year SPMO SCHG
2026 (YTD) −4.80% −10.69%
2025 +23.29% +14.42%
2024 +41.73% +31.18%
2023 +13.77% +45.30%
2022 −15.90% −35.96%
2021 +14.57% +19.70%
2020 +26.54% +37.28%
2019 +23.10% +32.99%
2018 −2.77% −3.23%
2017 +25.14% +25.41%
2016 +5.31% +4.65%
2015 +3.25% +2.50%
2014 +14.93%
2013 +32.06%
2012 +14.87%
2011 −3.59%
2010 +15.10%
2009 +2.83%

Drawdowns

Mon 2015-10-12? to Wed 2026-04-01 Current
Drawdown
Worst
Drawdown
SPMO
×
−8.18% −30.90%
2020-03-23
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
SCHG
×
−13.32% −38.96%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund