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

Total Real Returns

SPY,UNIT,CIG,AGNC,NLY,TWO,MFA: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Mon 2015-04-20? to Fri 2025-06-20 YTD
Return
TRR
Price
SPY
×
−0.28%
2025-06-20
10.76 TRR
2025-06-20
SPDR S&P 500 ETF Trust Exchange-Traded Fund
UNIT
×
−27.26%
2025-06-20
0.2433 TRR
2025-06-20
Uniti Group Inc NASDAQ Common Stock
CIG
×
+14.15%
2025-06-20
0.6637 TRR
2025-06-20
Companhia Energetica de Minas Gerais CEMIG Pref ADR NYSE Common Stock
AGNC
×
+4.75%
2025-06-20
3.626 TRR
2025-06-20
AGNC Investment Corp NASDAQ Common Stock
NLY
×
+6.10%
2025-06-20
4.966 TRR
2025-06-20
Annaly Capital Management Inc NYSE Common Stock
TWO
×
−6.78%
2025-06-20
0.8701 TRR
2025-06-20
Two Harbors Investments Corp NYSE Common Stock
MFA
×
−5.48%
2025-06-20
5.869 TRR
2025-06-20
MFA Financial Inc NYSE Common Stock

Returns

Mon 2015-04-20? to Fri 2025-06-20 Overall
Return
Exponential
Trendline
SPY
×
+147.25%
+9.31%/yr
+9.80%/yr
(R2=0.913)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
UNIT
×
−75.67%
−12.98%/yr
−12.44%/yr
(R2=0.637)
Uniti Group Inc NASDAQ Common Stock
CIG
×
−31.11%
−3.60%/yr
+1.06%/yr
(R2=0.017)
Companhia Energetica de Minas Gerais CEMIG Pref ADR NYSE Common Stock
AGNC
×
+8.53%
+0.81%/yr
−0.56%/yr
(R2=0.012)
AGNC Investment Corp NASDAQ Common Stock
NLY
×
+15.80%
+1.45%/yr
−1.05%/yr
(R2=0.037)
Annaly Capital Management Inc NYSE Common Stock
TWO
×
−63.14%
−9.35%/yr
−11.24%/yr
(R2=0.641)
Two Harbors Investments Corp NYSE Common Stock
MFA
×
−28.38%
−3.23%/yr
−5.45%/yr
(R2=0.278)
MFA Financial Inc NYSE Common Stock

Growth of $10,000

Mon 2015-04-20? to Fri 2025-06-20 Start
Value
End
Value
SPY
×
$10,000.00
2015-04-20
$24,724.58
2025-06-20
SPDR S&P 500 ETF Trust Exchange-Traded Fund
UNIT
×
$10,000.00
2015-04-20
$2,432.92
2025-06-20
Uniti Group Inc NASDAQ Common Stock
CIG
×
$10,000.00
2015-04-20
$6,889.13
2025-06-20
Companhia Energetica de Minas Gerais CEMIG Pref ADR NYSE Common Stock
AGNC
×
$10,000.00
2015-04-20
$10,852.71
2025-06-20
AGNC Investment Corp NASDAQ Common Stock
NLY
×
$10,000.00
2015-04-20
$11,579.90
2025-06-20
Annaly Capital Management Inc NYSE Common Stock
TWO
×
$10,000.00
2015-04-20
$3,686.07
2025-06-20
Two Harbors Investments Corp NYSE Common Stock
MFA
×
$10,000.00
2015-04-20
$7,162.26
2025-06-20
MFA Financial Inc NYSE Common Stock

Annual Returns

Year SPY UNIT CIG AGNC NLY TWO MFA
2025 (YTD) −0.28% −27.26% +14.15% +4.75% +6.10% −6.78% −5.48%
2024 +21.39% −0.30% +7.96% +5.84% +5.01% −5.40% −0.20%
2023 +22.09% +15.26% +19.39% +6.55% +1.54% −1.00% +26.38%
2022 −23.15% −60.35% −12.59% −26.42% −26.16% −27.93% −40.99%
2021 +20.26% +17.46% −17.29% −1.76% −4.26% −6.53% +19.27%
2020 +16.74% +51.73% −14.78% −3.05% +1.01% −52.84% −41.67%
2019 +28.29% −46.17% −5.02% +10.71% +4.83% +25.85% +24.69%
2018 −6.35% −1.69% +75.59% −4.27% −8.95% −11.99% −7.61%
2017 +19.19% −22.60% −10.18% +21.20% +29.15% +23.89% +11.98%
2016 +9.73% +49.60% +59.07% +15.82% +16.78% +17.80% +26.30%
2015 +0.50% −32.80% −69.40% −10.59% −2.89% −10.59% −8.67%
2014 +12.61% −9.70% +26.23% +19.72% +18.66% +24.10%
2013 +30.35% −18.91% −23.47% −21.17% −0.86% +4.58%
2012 +14.02% −23.14% +18.10% −1.75% +37.64% +32.51%
2011 −1.05% +4.83% +15.18% −0.54% +7.55% −8.29%
2010 +13.36% −8.92% +30.18% +18.14% +15.60% +22.84%
2009 +23.00% +60.20% +49.51% +23.81% +7.65% +40.18%
2008 −36.85% −25.50% +28.73% −0.32% +1.01% −26.83%
2007 +1.02% +10.38% +34.00% −0.83% +21.67%
2006 +13.00% +27.58% +29.66% +35.64%
2005 +1.35% +45.45% −42.54% −33.63%
2004 +7.21% +29.15% +14.83% −2.75%
2003 +25.81% +146.47% +6.70% +27.62%
2002 −23.40% −50.56% +32.78% +7.25%
2001 −13.10% −2.43% +96.83% +97.06%
2000 −12.70% −37.15% +13.84% +15.25%
1999 +17.24% +20.07% +19.34% +11.80%
1998 +26.66% −49.02% −15.40% +86.52%
1997 +31.24% +23.82% −10.98% +21.26%
1996 +18.56% +4.49% +1.31%
1995 +34.63% −11.72%
1994 −2.22% −18.86%
1993 +6.29% −11.19%
1992 +0.33%
1991 +14.03%
1990 −11.79%
1989 −17.19%
1988 −10.08%

Drawdowns

Mon 2015-04-20? to Fri 2025-06-20 Current
Drawdown
Worst
Drawdown
SPY
×
−3.73% −33.67%
2020-03-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund
UNIT
×
−79.92% −86.86%
2023-04-26
Uniti Group Inc NASDAQ Common Stock
CIG
×
−38.46% −80.00%
2016-01-20
Companhia Energetica de Minas Gerais CEMIG Pref ADR NYSE Common Stock
AGNC
×
−28.70% −58.73%
2022-10-10
AGNC Investment Corp NASDAQ Common Stock
NLY
×
−28.43% −59.98%
2020-04-03
Annaly Capital Management Inc NYSE Common Stock
TWO
×
−74.24% −84.68%
2020-04-03
Two Harbors Investments Corp NYSE Common Stock
MFA
×
−53.09% −95.51%
2020-03-24
MFA Financial Inc NYSE Common Stock