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

Total Real Returns

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

Thu 2005-01-27? to Fri 2025-05-02 YTD
Return
TRR
Price
SPY
×
−4.47%
2025-05-02
10.31 TRR
2025-05-02
SPDR S&P 500 ETF Trust Exchange-Traded Fund
EOS
×
−7.98%
2025-05-02
3.738 TRR
2025-05-02
Eaton Vance Enhanced Equity Income II Closed Fund NYSE Mutual Fund
DIA
×
−3.99%
2025-05-02
4.705 TRR
2025-05-02
SPDR Dow Jones Industrial Average ETF Trust Exchange-Traded Fund

Returns

Thu 2005-01-27? to Fri 2025-05-02 Overall
Return
Exponential
Trendline
SPY
×
+319.60%
+7.34%/yr
+8.57%/yr
(R2=0.888)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
EOS
×
+273.78%
+6.72%/yr
+8.06%/yr
(R2=0.859)
Eaton Vance Enhanced Equity Income II Closed Fund NYSE Mutual Fund
DIA
×
+270.74%
+6.68%/yr
+8.10%/yr
(R2=0.911)
SPDR Dow Jones Industrial Average ETF Trust Exchange-Traded Fund

Growth of $10,000

Thu 2005-01-27? to Fri 2025-05-02 Start
Value
End
Value
SPY
×
$10,000.00
2005-01-27
$41,960.46
2025-05-02
SPDR S&P 500 ETF Trust Exchange-Traded Fund
EOS
×
$10,000.00
2005-01-27
$37,377.72
2025-05-02
Eaton Vance Enhanced Equity Income II Closed Fund NYSE Mutual Fund
DIA
×
$10,000.00
2005-01-27
$37,073.87
2025-05-02
SPDR Dow Jones Industrial Average ETF Trust Exchange-Traded Fund

Annual Returns

Year SPY EOS DIA
2025 (YTD) −4.47% −7.98% −3.99%
2024 +21.39% +34.79% +11.61%
2023 +22.09% +18.65% +12.26%
2022 −23.14% −30.97% −12.66%
2021 +20.26% +12.43% +12.88%
2020 +16.74% +27.64% +8.12%
2019 +28.30% +27.91% +22.23%
2018 −6.36% +0.86% −5.54%
2017 +19.18% +25.24% +25.43%
2016 +9.73% −0.29% +14.01%
2015 +0.50% +5.63% −0.64%
2014 +12.61% +14.21% +9.00%
2013 +30.35% +34.04% +27.72%
2012 +14.01% +10.93% +8.06%
2011 −1.04% −10.37% +4.94%
2010 +13.37% −6.35% +12.33%
2009 +23.00% +50.77% +19.49%
2008 −36.85% −32.40% −32.20%
2007 +1.02% −9.75% +4.61%
2006 +13.00% +23.47% +15.99%
2005 +1.35% −6.93% −1.76%
2004 +7.21% +1.71%
2003 +25.81% +25.54%
2002 −23.40% −16.68%
2001 −13.10% −6.52%
2000 −12.70% −9.02%
1999 +17.25% +24.23%
1998 +26.65% +16.19%
1997 +31.24%
1996 +18.57%
1995 +34.62%
1994 −2.21%
1993 +6.28%

Drawdowns

Thu 2005-01-27? to Fri 2025-05-02 Current
Drawdown
Worst
Drawdown
SPY
×
−7.79% −55.98%
2009-03-09
SPDR S&P 500 ETF Trust Exchange-Traded Fund
EOS
×
−11.75% −56.57%
2009-03-09
Eaton Vance Enhanced Equity Income II Closed Fund NYSE Mutual Fund
DIA
×
−9.17% −52.71%
2009-03-09
SPDR Dow Jones Industrial Average ETF Trust Exchange-Traded Fund