All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Wed 2009-02-04💬 to Fri 2026-08-07 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPY × |
+701.99%
+12.63%/yr |
+11.04%/yr
R2=0.974 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| RSP × |
+619.30%
+11.93%/yr |
+9.58%/yr
R2=0.939 |
||||
| Invesco S&P 500 Equal Weight ETF Exchange-Traded Fund | ||||||
| LGOAX × |
+782.34%
+13.25%/yr |
+8.11%/yr
R2=0.716 |
||||
| Miller Opportunity Trust Class A Mutual Fund | ||||||
| Wed 2009-02-04💬 to Fri 2026-08-07 |
Start
Value |
End
Value |
|---|---|---|
| SPY × |
$10,000.00
2009-02-04 |
$80,198.84
2026-08-07 |
| RSP × |
$10,000.00
2009-02-04 |
$71,929.55
2026-08-07 |
| LGOAX × |
$10,000.00
2009-02-04 |
$88,233.71
2026-08-07 |
| YTD | YoY | |
|---|---|---|
| SPY × | +10.21% | +19.26% |
| RSP × | +11.99% | +18.08% |
| LGOAX × | +14.45% | +35.13% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SPY × |
—
on 2026-08-07 |
−33.67%
on 2020-03-23 from 2020-02-19 peak |
| RSP × |
−0.09%
on 2026-08-07 from 2026-08-04 peak |
−39.06%
on 2020-03-23 from 2020-01-17 peak |
| LGOAX × |
−9.51%
on 2026-08-07 from 2021-03-15 peak |
−62.74%
on 2022-12-28 from 2021-03-15 peak |
| Period ending Fri 2026-08-07 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SPY × | +19.26% |
+43.25% +19.69%/yr |
+62.58% +17.59%/yr |
+52.35% +8.79%/yr |
+198.75% +11.57%/yr |
| RSP × | +18.08% |
+30.68% +14.32%/yr |
+38.28% +11.41%/yr |
+26.51% +4.81%/yr |
+123.87% +8.39%/yr |
| LGOAX × | +35.13% |
+76.77% +32.95%/yr |
+87.88% +23.39%/yr |
+2.63% +0.52%/yr |
+136.84% +9.00%/yr |
| Year | SPY | RSP | LGOAX |
|---|---|---|---|
| 2026 (YTD) | +10.21% | +11.99% | +14.45% |
| 2025 | +14.65% | +8.32% | +24.05% |
| 2024 | +21.39% | +9.63% | +22.74% |
| 2023 | +22.09% | +10.02% | +34.76% |
| 2022 | −23.15% | −16.99% | −46.79% |
| 2021 | +20.27% | +20.90% | −10.64% |
| 2020 | +16.74% | +11.14% | +36.75% |
| 2019 | +28.29% | +26.03% | +30.95% |
| 2018 | −6.35% | −9.56% | −11.49% |
| 2017 | +19.19% | +16.06% | +23.34% |
| 2016 | +9.73% | +12.18% | −2.29% |
| 2015 | +0.50% | −3.38% | −0.25% |
| 2014 | +12.61% | +13.21% | +10.14% |
| 2013 | +30.35% | +33.53% | +63.56% |
| 2012 | +14.01% | +15.17% | +38.29% |
| 2011 | −1.04% | −3.53% | −36.59% |
| 2010 | +13.36% | +19.58% | +15.71% |
| 2009 | +23.01% | +40.78% | +126.90% |
| 2008 | −36.85% | −40.11% | — |
| 2007 | +1.01% | −3.06% | — |
| 2006 | +13.00% | +12.62% | — |
| 2005 | +1.35% | +3.85% | — |
| 2004 | +7.21% | +12.81% | — |
| 2003 | +25.82% | +33.09% | — |
| 2002 | −23.40% | — | — |
| 2001 | −13.10% | — | — |
| 2000 | −12.70% | — | — |
| 1999 | +17.24% | — | — |
| 1998 | +26.65% | — | — |
| 1997 | +31.24% | — | — |
| 1996 | +18.63% | — | — |
| 1995 | +34.61% | — | — |
| 1994 | −2.22% | — | — |
| 1993 | +6.22% | — | — |
