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 Tue 2025-06-17 YTD
Return
TRR
Price
SPMO
×
+10.39%
2025-06-17
3.534 TRR
2025-06-17
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
SCHG
×
−1.37%
2025-06-17
6.813 TRR
2025-06-17
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Returns

Mon 2015-10-12? to Tue 2025-06-17 Overall
Return
Exponential
Trendline
SPMO
×
+253.44%
+13.93%/yr
+11.39%/yr
(R2=0.841)
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
SCHG
×
+238.98%
+13.44%/yr
+12.88%/yr
(R2=0.833)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Growth of $10,000

Mon 2015-10-12? to Tue 2025-06-17 Start
Value
End
Value
SPMO
×
$10,000.00
2015-10-12
$35,344.37
2025-06-17
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
SCHG
×
$10,000.00
2015-10-12
$33,898.31
2025-06-17
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Annual Returns

Year SPMO SCHG
2025 (YTD) +10.39% −1.37%
2024 +41.73% +31.19%
2023 +13.76% +45.23%
2022 −15.90% −35.94%
2021 +14.57% +19.71%
2020 +26.53% +37.22%
2019 +23.13% +32.96%
2018 −2.77% −3.18%
2017 +25.12% +25.40%
2016 +5.32% +4.65%
2015 +3.25% +2.49%
2014 +14.94%
2013 +32.05%
2012 +14.88%
2011 −3.60%
2010 +15.12%
2009 +2.82%

Drawdowns

Mon 2015-10-12? to Tue 2025-06-17 Current
Drawdown
Worst
Drawdown
SPMO
×
−0.81% −30.91%
2020-03-23
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
SCHG
×
−5.56% −38.91%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund