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 Mon 2025-08-04 YTD
Return
TRR
Price
SPY
×
+5.74%
2025-08-04
11.41 TRR
2025-08-04
SPDR S&P 500 ETF Trust Exchange-Traded Fund
TLT
×
+0.93%
2025-08-04
1.301 TRR
2025-08-04
iShares 20+ Year Treasury Bond ETF NASDAQ Exchange-Traded Fund

Returns

Fri 2002-07-26? to Mon 2025-08-04 Overall
Return
Exponential
Trendline
SPY
×
+529.22%
+8.32%/yr
+7.90%/yr
(R2=0.892)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
TLT
×
+30.09%
+1.15%/yr
+2.48%/yr
(R2=0.417)
iShares 20+ Year Treasury Bond ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Fri 2002-07-26? to Mon 2025-08-04 Start
Value
End
Value
SPY
×
$10,000.00
2002-07-26
$62,921.94
2025-08-04
SPDR S&P 500 ETF Trust Exchange-Traded Fund
TLT
×
$10,000.00
2002-07-26
$13,009.31
2025-08-04
iShares 20+ Year Treasury Bond ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year SPY TLT
2025 (YTD) +5.74% +0.93%
2024 +21.39% −10.63%
2023 +22.09% −0.56%
2022 −23.14% −35.41%
2021 +20.26% −10.88%
2020 +16.74% +16.57%
2019 +28.29% +11.57%
2018 −6.36% −3.45%
2017 +19.19% +6.93%
2016 +9.73% −0.88%
2015 +0.50% −2.50%
2014 +12.61% +26.35%
2013 +30.35% −14.66%
2012 +14.02% +0.89%
2011 −1.04% +30.13%
2010 +13.36% +7.40%
2009 +23.00% −23.87%
2008 −36.85% +33.82%
2007 +1.01% +5.97%
2006 +13.01% −1.75%
2005 +1.35% +5.00%
2004 +7.21% +5.27%
2003 +25.82% −0.26%
2002 −23.40% +9.23%
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

Fri 2002-07-26? to Mon 2025-08-04 Current
Drawdown
Worst
Drawdown
SPY
×
−1.00% −55.97%
2009-03-09
SPDR S&P 500 ETF Trust Exchange-Traded Fund
TLT
×
−52.63% −56.60%
2023-10-19
iShares 20+ Year Treasury Bond ETF NASDAQ Exchange-Traded Fund