All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Mon 2015-10-12? to Thu 2025-09-04 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SPY × |
+8.58%
2025-09-04 |
11.72 TRR
2025-09-04 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| XLG × |
+8.79%
2025-09-04 |
5.306 TRR
2025-09-04 |
||||
| Invesco S&P 500 Top 50 ETF Exchange-Traded Fund | ||||||
| SPMO × |
+20.81%
2025-09-04 |
3.868 TRR
2025-09-04 |
||||
| Invesco S&P 500 Momentum ETF Exchange-Traded Fund | ||||||
| XMMO × |
+5.65%
2025-09-04 |
5.888 TRR
2025-09-04 |
||||
| Invesco S&P MidCap Momentum ETF Exchange-Traded Fund | ||||||
| Mon 2015-10-12? to Thu 2025-09-04 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPY × |
+179.23%
+10.93%/yr |
+9.48%/yr
(R2=0.862) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| XLG × |
+237.69%
+13.08%/yr |
+11.43%/yr
(R2=0.875) |
||||
| Invesco S&P 500 Top 50 ETF Exchange-Traded Fund | ||||||
| SPMO × |
+286.84%
+14.65%/yr |
+11.83%/yr
(R2=0.847) |
||||
| Invesco S&P 500 Momentum ETF Exchange-Traded Fund | ||||||
| XMMO × |
+242.52%
+13.25%/yr |
+11.52%/yr
(R2=0.814) |
||||
| Invesco S&P MidCap Momentum ETF Exchange-Traded Fund | ||||||
| Mon 2015-10-12? to Thu 2025-09-04 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPY × |
$10,000.00
2015-10-12 |
$27,922.74
2025-09-04 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| XLG × |
$10,000.00
2015-10-12 |
$33,769.00
2025-09-04 |
||||
| Invesco S&P 500 Top 50 ETF Exchange-Traded Fund | ||||||
| SPMO × |
$10,000.00
2015-10-12 |
$38,684.47
2025-09-04 |
||||
| Invesco S&P 500 Momentum ETF Exchange-Traded Fund | ||||||
| XMMO × |
$10,000.00
2015-10-12 |
$34,251.93
2025-09-04 |
||||
| Invesco S&P MidCap Momentum ETF Exchange-Traded Fund | ||||||
| Year | SPY | XLG | SPMO | XMMO |
|---|---|---|---|---|
| 2025 (YTD) | +8.58% | +8.79% | +20.81% | +5.65% |
| 2024 | +21.39% | +29.76% | +41.74% | +34.17% |
| 2023 | +22.09% | +33.66% | +13.75% | +16.50% |
| 2022 | −23.15% | −28.89% | −15.90% | −21.12% |
| 2021 | +20.27% | +22.20% | +14.59% | +9.02% |
| 2020 | +16.74% | +22.44% | +26.54% | +27.43% |
| 2019 | +28.29% | +29.12% | +23.10% | +33.75% |
| 2018 | −6.35% | −5.39% | −2.76% | +4.12% |
| 2017 | +19.18% | +20.48% | +25.10% | +34.35% |
| 2016 | +9.72% | +8.99% | +5.33% | +1.29% |
| 2015 | +0.50% | +3.48% | +3.26% | −5.27% |
| 2014 | +12.61% | +10.54% | — | +9.80% |
| 2013 | +30.35% | +26.83% | — | +25.58% |
| 2012 | +14.02% | +13.45% | — | +12.77% |
| 2011 | −1.04% | +1.16% | — | −8.47% |
| 2010 | +13.36% | +7.69% | — | +27.69% |
| 2009 | +23.00% | +17.15% | — | +20.31% |
| 2008 | −36.85% | −33.83% | — | −44.12% |
| 2007 | +1.01% | +0.32% | — | +22.56% |
| 2006 | +13.00% | +15.18% | — | +6.66% |
| 2005 | +1.35% | +2.58% | — | +13.48% |
| 2004 | +7.20% | — | — | — |
| 2003 | +25.81% | — | — | — |
| 2002 | −23.40% | — | — | — |
| 2001 | −13.10% | — | — | — |
| 2000 | −12.70% | — | — | — |
| 1999 | +17.25% | — | — | — |
| 1998 | +26.65% | — | — | — |
| 1997 | +31.23% | — | — | — |
| 1996 | +18.57% | — | — | — |
| 1995 | +34.64% | — | — | — |
| 1994 | −2.23% | — | — | — |
| 1993 | +6.28% | — | — | — |
| Mon 2015-10-12? to Thu 2025-09-04 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPY × | −0.02% |
−33.67%
2020-03-23 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| XLG × | 0.00% |
−32.45%
2022-10-12 |
||||
| Invesco S&P 500 Top 50 ETF Exchange-Traded Fund | ||||||
| SPMO × | −1.17% |
−30.91%
2020-03-23 |
||||
| Invesco S&P 500 Momentum ETF Exchange-Traded Fund | ||||||
| XMMO × | −4.16% |
−36.69%
2020-03-23 |
||||
| Invesco S&P MidCap Momentum ETF Exchange-Traded Fund | ||||||