All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Mon 2015-10-12💬 to Fri 2026-10-23 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPY × |
+217.78%
+11.05%/yr |
+10.22%/yr
R2=0.904 |
||||
| State Street SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| XLG × |
+266.04%
+12.48%/yr |
+12.17%/yr
R2=0.912 |
||||
| Invesco S&P 500 Top 50 ETF Exchange-Traded Fund | ||||||
| SPMO × |
+342.83%
+14.44%/yr |
+13.73%/yr
R2=0.881 |
||||
| Invesco S&P 500 Momentum ETF Exchange-Traded Fund | ||||||
| XMMO × |
+235.34%
+11.59%/yr |
+12.09%/yr
R2=0.869 |
||||
| Invesco S&P MidCap Momentum ETF Exchange-Traded Fund | ||||||
| Mon 2015-10-12💬 to Fri 2026-10-23 |
Start
Value |
End
Value |
|---|---|---|
| SPY × |
$10,000.00
2015-10-12 |
$31,778.16
2026-10-23 |
| XLG × |
$10,000.00
2015-10-12 |
$36,604.36
2026-10-23 |
| SPMO × |
$10,000.00
2015-10-12 |
$44,283.11
2026-10-23 |
| XMMO × |
$10,000.00
2015-10-12 |
$33,533.50
2026-10-23 |
| YTD | YoY | |
|---|---|---|
| SPY × | +7.77% | +9.89% |
| XLG × | +1.29% | +3.73% |
| SPMO × | +12.18% | +11.67% |
| XMMO × | −6.06% | −3.67% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SPY × |
−3.03%
on 2026-10-23 from 2026-08-13 peak |
−33.67%
on 2020-03-23 from 2020-02-19 peak |
| XLG × |
−4.47%
on 2026-10-23 from 2026-10-07 peak |
−32.44%
on 2022-10-12 from 2022-01-03 peak |
| SPMO × |
−14.98%
on 2026-10-23 from 2026-06-30 peak |
−30.90%
on 2020-03-23 from 2020-02-19 peak |
| XMMO × |
−23.06%
on 2026-10-23 from 2026-06-22 peak |
−36.69%
on 2020-03-23 from 2020-02-19 peak |
| Period ending Fri 2026-10-23 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SPY × | +9.89% |
+25.70% +12.12%/yr |
+70.76% +19.53%/yr |
+46.52% +7.94%/yr |
+197.57% +11.52%/yr |
| XLG × | +3.73% |
+23.07% +10.94%/yr |
+71.54% +19.71%/yr |
+53.24% +8.91%/yr |
+235.64% +12.87%/yr |
| SPMO × | +11.67% |
+41.57% +18.98%/yr |
+126.69% +31.36%/yr |
+87.68% +13.42%/yr |
+318.41% +15.39%/yr |
| XMMO × | −3.67% |
+5.17% +2.55%/yr |
+64.95% +18.15%/yr |
+27.00% +4.90%/yr |
+236.14% +12.89%/yr |
| Year | SPY | XLG | SPMO | XMMO |
|---|---|---|---|---|
| 2026 (YTD) | +7.77% | +1.29% | +12.18% | −6.06% |
| 2025 | +14.65% | +16.40% | +23.28% | +10.10% |
| 2024 | +21.39% | +29.75% | +41.73% | +34.16% |
| 2023 | +22.09% | +33.69% | +13.76% | +16.49% |
| 2022 | −23.15% | −28.89% | −15.90% | −21.12% |
| 2021 | +20.27% | +22.17% | +14.58% | +9.02% |
| 2020 | +16.74% | +22.48% | +26.53% | +27.43% |
| 2019 | +28.29% | +29.09% | +23.11% | +33.73% |
| 2018 | −6.35% | −5.39% | −2.77% | +4.13% |
| 2017 | +19.19% | +20.49% | +25.12% | +34.35% |
| 2016 | +9.73% | +9.01% | +5.35% | +1.30% |
| 2015 | +0.50% | +3.46% | +3.24% | −5.27% |
| 2014 | +12.61% | +10.54% | — | +9.78% |
| 2013 | +30.35% | +26.85% | — | +25.59% |
| 2012 | +14.01% | +13.40% | — | +12.77% |
| 2011 | −1.04% | +1.19% | — | −8.46% |
| 2010 | +13.36% | +7.68% | — | +27.67% |
| 2009 | +23.01% | +17.14% | — | +20.33% |
| 2008 | −36.85% | −33.84% | — | −44.12% |
| 2007 | +1.01% | +0.38% | — | +22.55% |
| 2006 | +13.00% | +15.16% | — | +6.65% |
| 2005 | +1.35% | +2.57% | — | +13.47% |
| 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% | — | — | — |
