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

Total Real Returns

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

Fri 2009-12-11? to Tue 2025-07-08 YTD
Return
TRR
Price
SPY
×
+4.29%
2025-07-08
11.26 TRR
2025-07-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHG
×
+2.75%
2025-07-08
7.096 TRR
2025-07-08
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Returns

Fri 2009-12-11? to Tue 2025-07-08 Overall
Return
Exponential
Trendline
SPY
×
+399.07%
+10.87%/yr
+10.69%/yr
(R2=0.968)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHG
×
+609.63%
+13.41%/yr
+13.21%/yr
(R2=0.965)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Growth of $10,000

Fri 2009-12-11? to Tue 2025-07-08 Start
Value
End
Value
SPY
×
$10,000.00
2009-12-11
$49,906.68
2025-07-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHG
×
$10,000.00
2009-12-11
$70,963.04
2025-07-08
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Annual Returns

Year SPY SCHG
2025 (YTD) +4.29% +2.75%
2024 +21.39% +31.18%
2023 +22.09% +45.20%
2022 −23.14% −35.93%
2021 +20.26% +19.70%
2020 +16.74% +37.29%
2019 +28.30% +32.96%
2018 −6.36% −3.18%
2017 +19.19% +25.36%
2016 +9.73% +4.65%
2015 +0.50% +2.49%
2014 +12.62% +14.93%
2013 +30.35% +32.06%
2012 +14.01% +14.90%
2011 −1.04% −3.62%
2010 +13.36% +15.14%
2009 +23.01% +2.80%
2008 −36.85%
2007 +1.01%
2006 +12.99%
2005 +1.35%
2004 +7.21%
2003 +25.82%
2002 −23.41%
2001 −13.10%
2000 −12.70%
1999 +17.25%
1998 +26.64%
1997 +31.24%
1996 +18.57%
1995 +34.64%
1994 −2.22%
1993 +6.28%

Drawdowns

Fri 2009-12-11? to Tue 2025-07-08 Current
Drawdown
Worst
Drawdown
SPY
×
−0.83% −33.67%
2020-03-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHG
×
−1.62% −38.94%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund