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

Total Real Returns

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

Tue 2006-11-28? 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
ETY
×
−3.72%
2025-05-02
2.77 TRR
2025-05-02
Eaton Vance Tax Managed Diversified Equity Income 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

Tue 2006-11-28? to Fri 2025-05-02 Overall
Return
Exponential
Trendline
SPY
×
+263.49%
+7.26%/yr
+9.57%/yr
(R2=0.913)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
EOS
×
+247.53%
+6.99%/yr
+9.07%/yr
(R2=0.887)
Eaton Vance Enhanced Equity Income II Closed Fund NYSE Mutual Fund
ETY
×
+177.03%
+5.69%/yr
+7.63%/yr
(R2=0.889)
Eaton Vance Tax Managed Diversified Equity Income Closed Fund NYSE Mutual Fund
DIA
×
+224.82%
+6.60%/yr
+8.79%/yr
(R2=0.920)
SPDR Dow Jones Industrial Average ETF Trust Exchange-Traded Fund

Growth of $10,000

Tue 2006-11-28? to Fri 2025-05-02 Start
Value
End
Value
SPY
×
$10,000.00
2006-11-28
$36,349.41
2025-05-02
SPDR S&P 500 ETF Trust Exchange-Traded Fund
EOS
×
$10,000.00
2006-11-28
$34,753.47
2025-05-02
Eaton Vance Enhanced Equity Income II Closed Fund NYSE Mutual Fund
ETY
×
$10,000.00
2006-11-28
$27,703.10
2025-05-02
Eaton Vance Tax Managed Diversified Equity Income Closed Fund NYSE Mutual Fund
DIA
×
$10,000.00
2006-11-28
$32,481.91
2025-05-02
SPDR Dow Jones Industrial Average ETF Trust Exchange-Traded Fund

Annual Returns

Year SPY EOS ETY DIA
2025 (YTD) −4.47% −7.98% −3.72% −3.99%
2024 +21.39% +34.79% +29.33% +11.61%
2023 +22.09% +18.65% +17.99% +12.26%
2022 −23.14% −30.97% −26.00% −12.66%
2021 +20.26% +12.43% +23.86% +12.88%
2020 +16.74% +27.64% +5.82% +8.12%
2019 +28.30% +27.91% +30.67% +22.23%
2018 −6.36% +0.86% −10.69% −5.54%
2017 +19.18% +25.24% +26.01% +25.43%
2016 +9.73% −0.29% −0.31% +14.01%
2015 +0.50% +5.63% +8.77% −0.64%
2014 +12.61% +14.21% +10.86% +9.00%
2013 +30.35% +34.04% +26.48% +27.72%
2012 +14.01% +10.93% +16.19% +8.06%
2011 −1.04% −10.37% −14.36% +4.94%
2010 +13.37% −6.35% −3.07% +12.33%
2009 +23.00% +50.77% +37.91% +19.49%
2008 −36.85% −32.40% −25.79% −32.20%
2007 +1.02% −9.75% −12.04% +4.61%
2006 +13.00% +23.47% +0.14% +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

Tue 2006-11-28? 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
ETY
×
−8.49% −54.54%
2008-11-20
Eaton Vance Tax Managed Diversified Equity Income Closed Fund NYSE Mutual Fund
DIA
×
−9.17% −52.71%
2009-03-09
SPDR Dow Jones Industrial Average ETF Trust Exchange-Traded Fund