All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Mon 2015-10-12? to Mon 2025-09-29 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SPY × |
+11.03%
2025-09-29 |
11.98 TRR
2025-09-29 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| XLG × |
+12.03%
2025-09-29 |
5.465 TRR
2025-09-29 |
||||
| Invesco S&P 500 Top 50 ETF Exchange-Traded Fund | ||||||
| SPMO × |
+24.16%
2025-09-29 |
3.975 TRR
2025-09-29 |
||||
| Invesco S&P 500 Momentum ETF Exchange-Traded Fund | ||||||
| XMMO × |
+6.84%
2025-09-29 |
5.955 TRR
2025-09-29 |
||||
| Invesco S&P MidCap Momentum ETF Exchange-Traded Fund | ||||||
| Mon 2015-10-12? to Mon 2025-09-29 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPY × |
+185.54%
+11.10%/yr |
+9.53%/yr
(R2=0.865) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| XLG × |
+247.93%
+13.33%/yr |
+11.50%/yr
(R2=0.877) |
||||
| Invesco S&P 500 Top 50 ETF Exchange-Traded Fund | ||||||
| SPMO × |
+297.46%
+14.85%/yr |
+11.98%/yr
(R2=0.849) |
||||
| Invesco S&P 500 Momentum ETF Exchange-Traded Fund | ||||||
| XMMO × |
+246.44%
+13.28%/yr |
+11.55%/yr
(R2=0.818) |
||||
| Invesco S&P MidCap Momentum ETF Exchange-Traded Fund | ||||||
| Mon 2015-10-12? to Mon 2025-09-29 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPY × |
$10,000.00
2015-10-12 |
$28,553.97
2025-09-29 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| XLG × |
$10,000.00
2015-10-12 |
$34,793.44
2025-09-29 |
||||
| Invesco S&P 500 Top 50 ETF Exchange-Traded Fund | ||||||
| SPMO × |
$10,000.00
2015-10-12 |
$39,746.46
2025-09-29 |
||||
| Invesco S&P 500 Momentum ETF Exchange-Traded Fund | ||||||
| XMMO × |
$10,000.00
2015-10-12 |
$34,644.23
2025-09-29 |
||||
| Invesco S&P MidCap Momentum ETF Exchange-Traded Fund | ||||||
| Year | SPY | XLG | SPMO | XMMO |
|---|---|---|---|---|
| 2025 (YTD) | +11.03% | +12.03% | +24.16% | +6.84% |
| 2024 | +21.39% | +29.75% | +41.74% | +34.16% |
| 2023 | +22.09% | +33.70% | +13.75% | +16.49% |
| 2022 | −23.15% | −28.89% | −15.90% | −21.12% |
| 2021 | +20.26% | +22.17% | +14.57% | +9.02% |
| 2020 | +16.74% | +22.50% | +26.53% | +27.44% |
| 2019 | +28.29% | +29.09% | +23.13% | +33.73% |
| 2018 | −6.35% | −5.42% | −2.78% | +4.12% |
| 2017 | +19.18% | +20.51% | +25.14% | +34.34% |
| 2016 | +9.73% | +9.04% | +5.33% | +1.31% |
| 2015 | +0.50% | +3.42% | +3.23% | −5.28% |
| 2014 | +12.62% | +10.60% | — | +9.79% |
| 2013 | +30.35% | +26.81% | — | +25.59% |
| 2012 | +14.01% | +13.44% | — | +12.80% |
| 2011 | −1.04% | +1.16% | — | −8.46% |
| 2010 | +13.36% | +7.68% | — | +27.67% |
| 2009 | +23.00% | +17.14% | — | +20.29% |
| 2008 | −36.85% | −33.86% | — | −44.11% |
| 2007 | +1.01% | +0.40% | — | +22.54% |
| 2006 | +13.00% | +15.16% | — | +6.65% |
| 2005 | +1.35% | +2.58% | — | +13.51% |
| 2004 | +7.20% | — | — | — |
| 2003 | +25.82% | — | — | — |
| 2002 | −23.41% | — | — | — |
| 2001 | −13.10% | — | — | — |
| 2000 | −12.70% | — | — | — |
| 1999 | +17.24% | — | — | — |
| 1998 | +26.66% | — | — | — |
| 1997 | +31.24% | — | — | — |
| 1996 | +18.56% | — | — | — |
| 1995 | +34.65% | — | — | — |
| 1994 | −2.23% | — | — | — |
| 1993 | +6.28% | — | — | — |
| Mon 2015-10-12? to Mon 2025-09-29 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPY × | −0.53% |
−33.67%
2020-03-23 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| XLG × | −1.12% |
−32.44%
2022-10-12 |
||||
| Invesco S&P 500 Top 50 ETF Exchange-Traded Fund | ||||||
| SPMO × | −1.21% |
−30.90%
2020-03-23 |
||||
| Invesco S&P 500 Momentum ETF Exchange-Traded Fund | ||||||
| XMMO × | −3.08% |
−36.70%
2020-03-23 |
||||
| Invesco S&P MidCap Momentum ETF Exchange-Traded Fund | ||||||