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

Total Real Returns

SPY,AGNC: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

×
Tue 2019-12-31 to Fri 2025-08-08 YTD
Return
TRR
Price
SPY
×
+6.71%
2025-08-08
11.52 TRR
2025-08-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund
AGNC
×
+9.36%
2025-08-08
3.786 TRR
2025-08-08
AGNC Investment Corp NASDAQ Common Stock

Returns

Tue 2019-12-31 to Fri 2025-08-08 Overall
Return
Exponential
Trendline
SPY
×
+70.65%
+10.01%/yr
+8.19%/yr
(R2=0.599)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
AGNC
×
−13.54%
−2.56%/yr
−3.68%/yr
(R2=0.131)
AGNC Investment Corp NASDAQ Common Stock

Growth of $10,000

Tue 2019-12-31 to Fri 2025-08-08 Start
Value
End
Value
SPY
×
$10,000.00
2019-12-31
$17,064.73
2025-08-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund
AGNC
×
$10,000.00
2019-12-31
$8,645.93
2025-08-08
AGNC Investment Corp NASDAQ Common Stock

Annual Returns

Year SPY AGNC
2025 (YTD) +6.71% +9.36%
2024 +21.39% +5.86%
2023 +22.09% +6.54%
2022 −23.15% −26.40%
2021 +20.27% −1.70%
2020 +16.74% −3.11%
2019 +28.29% +10.74%
2018 −6.35% −4.27%
2017 +19.19% +21.14%
2016 +9.72% +15.84%
2015 +0.50% −10.60%
2014 +12.61% +26.22%
2013 +30.35% −23.45%
2012 +14.02% +18.09%
2011 −1.04% +15.17%
2010 +13.35% +30.18%
2009 +23.01% +49.52%
2008 −36.85% +28.73%
2007 +1.02%
2006 +13.00%
2005 +1.35%
2004 +7.21%
2003 +25.81%
2002 −23.40%
2001 −13.10%
2000 −12.70%
1999 +17.24%
1998 +26.65%
1997 +31.24%
1996 +18.57%
1995 +34.63%
1994 −2.23%
1993 +6.29%

Drawdowns

Tue 2019-12-31 to Fri 2025-08-08 Current
Drawdown
Worst
Drawdown
SPY
×
−0.09% −33.67%
2020-03-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund
AGNC
×
−25.59% −58.75%
2022-10-10
AGNC Investment Corp NASDAQ Common Stock