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

Total Real Returns

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

Tue 2011-05-10? to Thu 2025-07-03 YTD
Return
TRR
Price
SPY
×
+5.16%
2025-07-03
11.35 TRR
2025-07-03
SPDR S&P 500 ETF Trust Exchange-Traded Fund
FXAIX
×
+5.61%
2025-07-03
4.188 TRR
2025-07-03
Fidelity 500 Index Fund Mutual Fund

Returns

Tue 2011-05-10? to Thu 2025-07-03 Overall
Return
Exponential
Trendline
SPY
×
+316.48%
+10.61%/yr
+10.55%/yr
(R2=0.959)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
FXAIX
×
+318.80%
+10.65%/yr
+10.51%/yr
(R2=0.958)
Fidelity 500 Index Fund Mutual Fund

Growth of $10,000

Tue 2011-05-10? to Thu 2025-07-03 Start
Value
End
Value
SPY
×
$10,000.00
2011-05-10
$41,647.69
2025-07-03
SPDR S&P 500 ETF Trust Exchange-Traded Fund
FXAIX
×
$10,000.00
2011-05-10
$41,880.15
2025-07-03
Fidelity 500 Index Fund Mutual Fund

Annual Returns

Year SPY FXAIX
2025 (YTD) +5.16% +5.61%
2024 +21.39% +21.51%
2023 +22.09% +22.20%
2022 −23.15% −23.11%
2021 +20.27% +20.24%
2020 +16.74% +16.83%
2019 +28.29% +28.40%
2018 −6.36% −6.80%
2017 +19.19% +19.09%
2016 +9.73% +9.14%
2015 +0.50% +0.39%
2014 +12.61% +13.43%
2013 +30.35% +30.42%
2012 +14.01% +14.03%
2011 −1.05% −6.13%
2010 +13.36%
2009 +23.00%
2008 −36.85%
2007 +1.01%
2006 +13.00%
2005 +1.35%
2004 +7.20%
2003 +25.82%
2002 −23.40%
2001 −13.11%
2000 −12.70%
1999 +17.24%
1998 +26.65%
1997 +31.24%
1996 +18.56%
1995 +34.63%
1994 −2.20%
1993 +6.28%

Drawdowns

Tue 2011-05-10? to Thu 2025-07-03 Current
Drawdown
Worst
Drawdown
SPY
×
0.00% −33.67%
2020-03-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund
FXAIX
×
0.00% −33.75%
2020-03-23
Fidelity 500 Index Fund Mutual Fund