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 Thu 2025-10-23 YTD
Return
TRR
Price
SPMO
×
+23.51%
2025-10-23
3.955 TRR
2025-10-23
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
SCHG
×
+12.88%
2025-10-23
7.797 TRR
2025-10-23
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Returns

Mon 2015-10-12? to Thu 2025-10-23 Overall
Return
Exponential
Trendline
SPMO
×
+295.47%
+14.69%/yr
+12.12%/yr
(R2=0.851)
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
SCHG
×
+287.91%
+14.47%/yr
+13.16%/yr
(R2=0.852)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Growth of $10,000

Mon 2015-10-12? to Thu 2025-10-23 Start
Value
End
Value
SPMO
×
$10,000.00
2015-10-12
$39,546.50
2025-10-23
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
SCHG
×
$10,000.00
2015-10-12
$38,790.93
2025-10-23
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Annual Returns

Year SPMO SCHG
2025 (YTD) +23.51% +12.88%
2024 +41.74% +31.18%
2023 +13.75% +45.21%
2022 −15.89% −35.95%
2021 +14.58% +19.73%
2020 +26.53% +37.23%
2019 +23.10% +32.93%
2018 −2.75% −3.15%
2017 +25.11% +25.38%
2016 +5.32% +4.66%
2015 +3.25% +2.48%
2014 +14.94%
2013 +32.05%
2012 +14.90%
2011 −3.60%
2010 +15.12%
2009 +2.82%

Drawdowns

Mon 2015-10-12? to Thu 2025-10-23 Current
Drawdown
Worst
Drawdown
SPMO
×
−1.71% −30.90%
2020-03-23
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
SCHG
×
−0.68% −38.93%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund