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

Total Real Returns

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

Tue 2006-11-28? to Tue 2025-05-06 YTD
Return
TRR
Price
SPY
×
−5.84%
2025-05-06
10.16 TRR
2025-05-06
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ETY
×
−4.47%
2025-05-06
2.748 TRR
2025-05-06
Eaton Vance Tax Managed Diversified Equity Income Closed Fund NYSE Mutual Fund

Returns

Tue 2006-11-28? to Tue 2025-05-06 Overall
Return
Exponential
Trendline
SPY
×
+258.30%
+7.17%/yr
+9.57%/yr
(R2=0.913)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ETY
×
+174.78%
+5.64%/yr
+7.63%/yr
(R2=0.889)
Eaton Vance Tax Managed Diversified Equity Income Closed Fund NYSE Mutual Fund

Growth of $10,000

Tue 2006-11-28? to Tue 2025-05-06 Start
Value
End
Value
SPY
×
$10,000.00
2006-11-28
$35,829.70
2025-05-06
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ETY
×
$10,000.00
2006-11-28
$27,478.09
2025-05-06
Eaton Vance Tax Managed Diversified Equity Income Closed Fund NYSE Mutual Fund

Annual Returns

Year SPY ETY
2025 (YTD) −5.84% −4.47%
2024 +21.39% +29.33%
2023 +22.09% +17.96%
2022 −23.15% −25.99%
2021 +20.27% +23.86%
2020 +16.74% +5.80%
2019 +28.29% +30.66%
2018 −6.35% −10.70%
2017 +19.19% +26.02%
2016 +9.72% −0.31%
2015 +0.50% +8.77%
2014 +12.62% +10.87%
2013 +30.35% +26.48%
2012 +14.01% +16.19%
2011 −1.04% −14.36%
2010 +13.36% −3.07%
2009 +23.01% +37.94%
2008 −36.86% −25.81%
2007 +1.02% −12.04%
2006 +13.00% +0.12%
2005 +1.36%
2004 +7.20%
2003 +25.82%
2002 −23.41%
2001 −13.11%
2000 −12.70%
1999 +17.24%
1998 +26.65%
1997 +31.25%
1996 +18.56%
1995 +34.63%
1994 −2.22%
1993 +6.29%

Drawdowns

Tue 2006-11-28? to Tue 2025-05-06 Current
Drawdown
Worst
Drawdown
SPY
×
−9.10% −55.97%
2009-03-09
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ETY
×
−9.20% −54.52%
2008-11-20
Eaton Vance Tax Managed Diversified Equity Income Closed Fund NYSE Mutual Fund