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

Total Real Returns

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

Tue 2009-11-03? to Fri 2026-05-15 YTD
Return
TRR
Price
SPY
×
+5.60%
2026-05-15
13.07 TRR
2026-05-15
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHB
×
+5.56%
2026-05-15
5.964 TRR
2026-05-15
Schwab U.S. Broad Market ETF Exchange-Traded Fund

Returns

Tue 2009-11-03? to Fri 2026-05-15 Overall
Return
Exponential
Trendline
SPY
×
+515.21%
+11.62%/yr
+10.77%/yr
(R2=0.973)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHB
×
+496.40%
+11.41%/yr
+10.44%/yr
(R2=0.966)
Schwab U.S. Broad Market ETF Exchange-Traded Fund

Growth of $10,000

Tue 2009-11-03? to Fri 2026-05-15 Start
Value
End
Value
SPY
×
$10,000.00
2009-11-03
$61,520.99
2026-05-15
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHB
×
$10,000.00
2009-11-03
$59,640.44
2026-05-15
Schwab U.S. Broad Market ETF Exchange-Traded Fund

Annual Returns

Year SPY SCHB
2026 (YTD) +5.60% +5.56%
2025 +14.65% +13.89%
2024 +21.39% +20.46%
2023 +22.09% +22.07%
2022 −23.15% −24.35%
2021 +20.27% +17.56%
2020 +16.74% +19.14%
2019 +28.29% +27.87%
2018 −6.35% −7.07%
2017 +19.19% +18.69%
2016 +9.73% +10.38%
2015 +0.50% −0.33%
2014 +12.61% +11.84%
2013 +30.35% +31.22%
2012 +14.01% +14.36%
2011 −1.04% −1.55%
2010 +13.36% +15.37%
2009 +23.01% +7.65%
2008 −36.85%
2007 +1.01%
2006 +13.00%
2005 +1.35%
2004 +7.21%
2003 +25.82%
2002 −23.41%
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%

Drawdowns

Tue 2009-11-03? to Fri 2026-05-15 Current
Drawdown
Worst
Drawdown
SPY
×
−1.21%
from 2026-05-14 peak
−33.67%
2020-03-23
from 2020-02-19 peak
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHB
×
−1.30%
from 2026-05-14 peak
−35.23%
2020-03-23
from 2020-02-19 peak
Schwab U.S. Broad Market ETF Exchange-Traded Fund

Rolling Returns

Period ending Fri 2026-05-15 1
Year
2
Years
3
Years
5
Years
10
Years
SPY
×
+21.91% +34.47%
+15.97%/yr
+69.37%
+19.20%/yr
+52.66%
+8.83%/yr
+205.33%
+11.80%/yr
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHB
×
+21.54% +33.35%
+15.49%/yr
+67.98%
+18.87%/yr
+45.48%
+7.78%/yr
+193.96%
+11.38%/yr
Schwab U.S. Broad Market ETF Exchange-Traded Fund