All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Fri 2000-08-04? to Fri 2025-01-03 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SPY × |
+0.98%
2025-01-03 |
10.88 TRR
2025-01-03 |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
IUSV × |
+0.26%
2025-01-03 |
3.667 TRR
2025-01-03 |
||||
iShares Core S&P U.S. Value ETF NASDAQ Exchange-Traded Fund | ||||||
Fri 2000-08-04? to Fri 2025-01-03 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SPY × |
+244.92%
+5.20%/yr |
+6.91%/yr
(R2=0.836) |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
IUSV × |
+266.71%
+5.47%/yr |
+5.92%/yr
(R2=0.851) |
||||
iShares Core S&P U.S. Value ETF NASDAQ Exchange-Traded Fund | ||||||
Fri 2000-08-04? to Fri 2025-01-03 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SPY × |
$10,000.00
2000-08-04 |
$34,491.90
2025-01-03 |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
IUSV × |
$10,000.00
2000-08-04 |
$36,670.62
2025-01-03 |
||||
iShares Core S&P U.S. Value ETF NASDAQ Exchange-Traded Fund | ||||||
Year | SPY | IUSV |
---|---|---|
2025 (YTD) | +0.98% | +0.26% |
2024 | +21.16% | +8.84% |
2023 | +22.09% | +17.77% |
2022 | −23.14% | −11.14% |
2021 | +20.27% | +16.99% |
2020 | +16.74% | +0.19% |
2019 | +28.29% | +28.53% |
2018 | −6.35% | −10.91% |
2017 | +19.19% | +12.71% |
2016 | +9.73% | +16.07% |
2015 | +0.49% | −5.02% |
2014 | +12.62% | +11.91% |
2013 | +30.35% | +30.22% |
2012 | +14.02% | +15.38% |
2011 | −1.05% | −3.17% |
2010 | +13.36% | +14.10% |
2009 | +23.01% | +16.41% |
2008 | −36.85% | −36.10% |
2007 | +1.01% | −5.26% |
2006 | +13.00% | +18.90% |
2005 | +1.36% | +3.06% |
2004 | +7.20% | +13.05% |
2003 | +25.82% | +29.28% |
2002 | −23.41% | −18.01% |
2001 | −13.11% | −6.28% |
2000 | −12.70% | +6.91% |
1999 | +17.25% | — |
1998 | +26.65% | — |
1997 | +31.23% | — |
1996 | +18.57% | — |
1995 | +34.61% | — |
1994 | −2.21% | — |
1993 | +6.28% | — |
Fri 2000-08-04? to Fri 2025-01-03 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SPY × | −2.49% |
−57.70%
2009-03-09 |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
IUSV × | −6.87% |
−60.98%
2009-03-09 |
||||
iShares Core S&P U.S. Value ETF NASDAQ Exchange-Traded Fund | ||||||