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

Total Real Returns

SPY,IVR,TLTW,MPW: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Mon 2022-08-22? to Thu 2025-08-14 YTD
Return
TRR
Price
SPY
×
+8.04%
2025-08-14
11.66 TRR
2025-08-14
SPDR S&P 500 ETF Trust Exchange-Traded Fund
IVR
×
+2.23%
2025-08-14
0.2315 TRR
2025-08-14
Invesco Mortgage Capital Inc NYSE Common Stock
TLTW
×
+4.25%
2025-08-14
0.8573 TRR
2025-08-14
iShares Trust - iShares 20+ Year Treasury Bond BuyWrite Strategy ETF Exchange-Traded Fund
MPW
×
+5.81%
2025-08-14
1.064 TRR
2025-08-14
Medical Properties Trust Inc NYSE Common Stock

Returns

Mon 2022-08-22? to Thu 2025-08-14 Overall
Return
Exponential
Trendline
SPY
×
+49.12%
+14.36%/yr
+18.26%/yr
(R2=0.916)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
IVR
×
−22.95%
−8.38%/yr
−4.95%/yr
(R2=0.144)
Invesco Mortgage Capital Inc NYSE Common Stock
TLTW
×
−14.27%
−5.04%/yr
−4.45%/yr
(R2=0.489)
iShares Trust - iShares 20+ Year Treasury Bond BuyWrite Strategy ETF Exchange-Traded Fund
MPW
×
−67.43%
−31.38%/yr
−26.61%/yr
(R2=0.539)
Medical Properties Trust Inc NYSE Common Stock

Growth of $10,000

Mon 2022-08-22? to Thu 2025-08-14 Start
Value
End
Value
SPY
×
$10,000.00
2022-08-22
$14,911.79
2025-08-14
SPDR S&P 500 ETF Trust Exchange-Traded Fund
IVR
×
$10,000.00
2022-08-22
$7,705.39
2025-08-14
Invesco Mortgage Capital Inc NYSE Common Stock
TLTW
×
$10,000.00
2022-08-22
$8,572.50
2025-08-14
iShares Trust - iShares 20+ Year Treasury Bond BuyWrite Strategy ETF Exchange-Traded Fund
MPW
×
$10,000.00
2022-08-22
$3,257.46
2025-08-14
Medical Properties Trust Inc NYSE Common Stock

Annual Returns

Year SPY IVR TLTW MPW
2025 (YTD) +8.04% +2.23% +4.25% +5.81%
2024 +21.39% +5.98% −4.91% −14.01%
2023 +22.09% −17.08% −2.50% −51.96%
2022 −23.14% −47.93% −11.31% −52.12%
2021 +20.26% −15.29% +6.79%
2020 +16.74% −78.96% +7.47%
2019 +28.30% +26.09% +35.42%
2018 −6.36% −11.02% +22.69%
2017 +19.19% +31.82% +18.01%
2016 +9.73% +29.22% +12.11%
2015 +0.49% −10.54% −10.97%
2014 +12.61% +17.57% +19.23%
2013 +30.35% −16.21% +6.75%
2012 +14.02% +57.74% +29.03%
2011 −1.04% −25.02% −4.56%
2010 +13.36% +10.67% +15.31%
2009 +23.00% +25.95% +75.00%
2008 −36.85% −31.47%
2007 +1.01% −30.66%
2006 +13.01% +65.12%
2005 +1.35% −8.79%
2004 +7.21%
2003 +25.82%
2002 −23.40%
2001 −13.10%
2000 −12.70%
1999 +17.24%
1998 +26.65%
1997 +31.24%
1996 +18.57%
1995 +34.62%
1994 −2.21%
1993 +6.29%

Drawdowns

Mon 2022-08-22? to Thu 2025-08-14 Current
Drawdown
Worst
Drawdown
SPY
×
0.00% −19.12%
2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund
IVR
×
−28.70% −54.66%
2023-10-25
Invesco Mortgage Capital Inc NYSE Common Stock
TLTW
×
−15.01% −22.01%
2024-04-25
iShares Trust - iShares 20+ Year Treasury Bond BuyWrite Strategy ETF Exchange-Traded Fund
MPW
×
−67.43% −77.68%
2024-01-18
Medical Properties Trust Inc NYSE Common Stock