All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Tue 1994-10-18? to Mon 2025-06-30 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SPY × |
+3.88%
2025-06-30 |
11.22 TRR
2025-06-30 |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
O × |
+8.76%
2025-06-30 |
22.46 TRR
2025-06-30 |
||||
Realty Income Corporation NYSE Common Stock | ||||||
MCD × |
+1.71%
2025-06-30 |
190.35 TRR
2025-06-30 |
||||
McDonald’s Corporation NYSE Common Stock | ||||||
Tue 1994-10-18? to Mon 2025-06-30 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SPY × |
+956.40%
+7.98%/yr |
+5.85%/yr
(R2=0.807) |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
O × |
+2,146.00%
+10.67%/yr |
+11.32%/yr
(R2=0.954) |
||||
Realty Income Corporation NYSE Common Stock | ||||||
MCD × |
+1,787.53%
+10.04%/yr |
+10.26%/yr
(R2=0.914) |
||||
McDonald’s Corporation NYSE Common Stock | ||||||
Tue 1994-10-18? to Mon 2025-06-30 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SPY × |
$10,000.00
1994-10-18 |
$105,640.28
2025-06-30 |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
O × |
$10,000.00
1994-10-18 |
$224,600.39
2025-06-30 |
||||
Realty Income Corporation NYSE Common Stock | ||||||
MCD × |
$10,000.00
1994-10-18 |
$188,753.23
2025-06-30 |
||||
McDonald’s Corporation NYSE Common Stock | ||||||
Tue 1994-10-18? to Mon 2025-06-30 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SPY × | 0.00% |
−58.56%
2009-03-09 |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
O × | −24.58% |
−48.25%
2020-03-18 |
||||
Realty Income Corporation NYSE Common Stock | ||||||
MCD × | −9.35% |
−75.83%
2003-03-12 |
||||
McDonald’s Corporation NYSE Common Stock | ||||||