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

Total Real Returns

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

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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