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

Total Real Returns

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

Fri 2002-07-26? to Tue 2025-07-01 YTD
Return
TRR
Price
SPY
×
+3.88%
2025-07-01
11.21 TRR
2025-07-01
SPDR S&P 500 ETF Trust Exchange-Traded Fund
TLT
×
+0.66%
2025-07-01
1.298 TRR
2025-07-01
iShares 20+ Year Treasury Bond ETF NASDAQ Exchange-Traded Fund

Returns

Fri 2002-07-26? to Tue 2025-07-01 Overall
Return
Exponential
Trendline
SPY
×
+518.21%
+8.27%/yr
+7.88%/yr
(R2=0.890)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
TLT
×
+29.75%
+1.14%/yr
+2.53%/yr
(R2=0.430)
iShares 20+ Year Treasury Bond ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Fri 2002-07-26? to Tue 2025-07-01 Start
Value
End
Value
SPY
×
$10,000.00
2002-07-26
$61,820.64
2025-07-01
SPDR S&P 500 ETF Trust Exchange-Traded Fund
TLT
×
$10,000.00
2002-07-26
$12,975.12
2025-07-01
iShares 20+ Year Treasury Bond ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year SPY TLT
2025 (YTD) +3.88% +0.66%
2024 +21.39% −10.63%
2023 +22.09% −0.57%
2022 −23.14% −35.41%
2021 +20.26% −10.87%
2020 +16.74% +16.56%
2019 +28.29% +11.56%
2018 −6.36% −3.45%
2017 +19.19% +6.93%
2016 +9.73% −0.89%
2015 +0.50% −2.50%
2014 +12.61% +26.35%
2013 +30.35% −14.66%
2012 +14.01% +0.88%
2011 −1.04% +30.15%
2010 +13.36% +7.40%
2009 +23.01% −23.87%
2008 −36.86% +33.81%
2007 +1.01% +5.97%
2006 +13.00% −1.76%
2005 +1.35% +4.99%
2004 +7.20% +5.28%
2003 +25.81% −0.26%
2002 −23.40% +9.23%
2001 −13.10%
2000 −12.70%
1999 +17.24%
1998 +26.66%
1997 +31.24%
1996 +18.55%
1995 +34.64%
1994 −2.22%
1993 +6.30%

Drawdowns

Fri 2002-07-26? to Tue 2025-07-01 Current
Drawdown
Worst
Drawdown
SPY
×
−0.04% −55.98%
2009-03-09
SPDR S&P 500 ETF Trust Exchange-Traded Fund
TLT
×
−52.75% −56.60%
2023-10-19
iShares 20+ Year Treasury Bond ETF NASDAQ Exchange-Traded Fund