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

Total Real Returns

SPY,IVR,CIG,MFA: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Fri 2009-06-26? to Fri 2025-06-06 YTD
Return
TRR
Price
SPY
×
+0.65%
2025-06-06
10.86 TRR
2025-06-06
SPDR S&P 500 ETF Trust Exchange-Traded Fund
IVR
×
−3.17%
2025-06-06
0.2192 TRR
2025-06-06
Invesco Mortgage Capital Inc NYSE Common Stock
CIG
×
+10.71%
2025-06-06
18.36 TRR
2025-06-06
Companhia Energetica de Minas Gerais CEMIG Pref ADR NYSE Common Stock
MFA
×
−4.99%
2025-06-06
1.475 TRR
2025-06-06
MFA Financial Inc NYSE Common Stock

Returns

Fri 2009-06-26? to Fri 2025-06-06 Overall
Return
Exponential
Trendline
SPY
×
+483.45%
+11.70%/yr
+10.77%/yr
(R2=0.970)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
IVR
×
−78.08%
−9.08%/yr
−11.22%/yr
(R2=0.439)
Invesco Mortgage Capital Inc NYSE Common Stock
CIG
×
+6.67%
+0.41%/yr
−3.65%/yr
(R2=0.222)
Companhia Energetica de Minas Gerais CEMIG Pref ADR NYSE Common Stock
MFA
×
+70.42%
+3.40%/yr
+1.71%/yr
(R2=0.060)
MFA Financial Inc NYSE Common Stock

Growth of $10,000

Fri 2009-06-26? to Fri 2025-06-06 Start
Value
End
Value
SPY
×
$10,000.00
2009-06-26
$58,344.53
2025-06-06
SPDR S&P 500 ETF Trust Exchange-Traded Fund
IVR
×
$10,000.00
2009-06-26
$2,192.30
2025-06-06
Invesco Mortgage Capital Inc NYSE Common Stock
CIG
×
$10,000.00
2009-06-26
$10,666.67
2025-06-06
Companhia Energetica de Minas Gerais CEMIG Pref ADR NYSE Common Stock
MFA
×
$10,000.00
2009-06-26
$17,042.20
2025-06-06
MFA Financial Inc NYSE Common Stock

Annual Returns

Year SPY IVR CIG MFA
2025 (YTD) +0.65% −3.17% +10.71% −4.99%
2024 +21.39% +5.96% +9.20% −0.20%
2023 +22.09% −17.07% +23.64% +26.40%
2022 −23.15% −47.94% −10.93% −41.02%
2021 +20.27% −15.27% −12.25% +19.29%
2020 +16.74% −78.96% −12.40% −41.66%
2019 +28.29% +26.10% −3.33% +24.73%
2018 −6.35% −11.03% +83.07% −7.61%
2017 +19.19% +31.81% −8.47% +11.92%
2016 +9.73% +29.23% +72.39% +26.32%
2015 +0.50% −10.52% −68.62% −8.68%
2014 +12.62% +17.55% +0.54% +24.12%
2013 +30.35% −16.20% −13.11% +4.59%
2012 +14.01% +57.73% −8.06% +32.51%
2011 −1.04% −25.04% +14.22% −8.29%
2010 +13.35% +10.67% −0.93% +22.83%
2009 +23.01% +25.95% +66.89% +40.18%
2008 −36.85% −21.97% −26.82%
2007 +1.01% +18.60% +21.68%
2006 +13.00% +52.20% +35.63%
2005 +1.36% +443.94% −33.63%
2004 +7.20% +37.75% −2.73%
2003 +25.82% +203.07% +27.60%
2002 −23.41% −24.53% +7.26%
2001 −13.11% −2.15% +97.02%
2000 −12.70% −36.21% +15.27%
1999 +17.25% +24.04% +11.81%
1998 +26.65% −45.16% −53.37%
1997 +31.23% +26.20% +21.29%
1996 +18.57% +4.39% +1.26%
1995 +34.63% −11.72%
1994 −2.22% −18.84%
1993 +6.29% −11.24%
1992 +0.39%
1991 +14.00%
1990 −11.77%
1989 −17.23%
1988 −10.03%

Drawdowns

Fri 2009-06-26? to Fri 2025-06-06 Current
Drawdown
Worst
Drawdown
SPY
×
−2.84% −33.67%
2020-03-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund
IVR
×
−92.76% −95.14%
2023-10-25
Invesco Mortgage Capital Inc NYSE Common Stock
CIG
×
−50.04% −87.52%
2016-01-20
Companhia Energetica de Minas Gerais CEMIG Pref ADR NYSE Common Stock
MFA
×
−52.85% −95.51%
2020-03-24
MFA Financial Inc NYSE Common Stock