All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Mon 2015-10-12? to Fri 2025-11-21 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SPY × |
+9.76%
2025-11-21 |
11.85 TRR
2025-11-21 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| XLG × |
+11.67%
2025-11-21 |
5.445 TRR
2025-11-21 |
||||
| Invesco S&P 500 Top 50 ETF Exchange-Traded Fund | ||||||
| SPMO × |
+17.04%
2025-11-21 |
3.748 TRR
2025-11-21 |
||||
| Invesco S&P 500 Momentum ETF Exchange-Traded Fund | ||||||
| XMMO × |
+4.04%
2025-11-21 |
5.796 TRR
2025-11-21 |
||||
| Invesco S&P MidCap Momentum ETF Exchange-Traded Fund | ||||||
| Mon 2015-10-12? to Fri 2025-11-21 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPY × |
+182.28%
+10.81%/yr |
+9.65%/yr
(R2=0.872) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| XLG × |
+246.67%
+13.08%/yr |
+11.67%/yr
(R2=0.883) |
||||
| Invesco S&P 500 Top 50 ETF Exchange-Traded Fund | ||||||
| SPMO × |
+274.75%
+13.96%/yr |
+12.27%/yr
(R2=0.854) |
||||
| Invesco S&P 500 Momentum ETF Exchange-Traded Fund | ||||||
| XMMO × |
+237.31%
+12.78%/yr |
+11.60%/yr
(R2=0.826) |
||||
| Invesco S&P MidCap Momentum ETF Exchange-Traded Fund | ||||||
| Mon 2015-10-12? to Fri 2025-11-21 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPY × |
$10,000.00
2015-10-12 |
$28,227.61
2025-11-21 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| XLG × |
$10,000.00
2015-10-12 |
$34,667.47
2025-11-21 |
||||
| Invesco S&P 500 Top 50 ETF Exchange-Traded Fund | ||||||
| SPMO × |
$10,000.00
2015-10-12 |
$37,475.41
2025-11-21 |
||||
| Invesco S&P 500 Momentum ETF Exchange-Traded Fund | ||||||
| XMMO × |
$10,000.00
2015-10-12 |
$33,730.50
2025-11-21 |
||||
| Invesco S&P MidCap Momentum ETF Exchange-Traded Fund | ||||||
| Year | SPY | XLG | SPMO | XMMO |
|---|---|---|---|---|
| 2025 (YTD) | +9.76% | +11.67% | +17.04% | +4.04% |
| 2024 | +21.39% | +29.77% | +41.74% | +34.17% |
| 2023 | +22.09% | +33.68% | +13.75% | +16.49% |
| 2022 | −23.15% | −28.90% | −15.90% | −21.12% |
| 2021 | +20.27% | +22.19% | +14.57% | +9.02% |
| 2020 | +16.74% | +22.47% | +26.53% | +27.42% |
| 2019 | +28.29% | +29.10% | +23.12% | +33.74% |
| 2018 | −6.35% | −5.40% | −2.77% | +4.12% |
| 2017 | +19.19% | +20.53% | +25.11% | +34.34% |
| 2016 | +9.72% | +9.00% | +5.34% | +1.31% |
| 2015 | +0.50% | +3.46% | +3.25% | −5.26% |
| 2014 | +12.61% | +10.55% | — | +9.80% |
| 2013 | +30.35% | +26.86% | — | +25.58% |
| 2012 | +14.02% | +13.38% | — | +12.78% |
| 2011 | −1.04% | +1.15% | — | −8.46% |
| 2010 | +13.36% | +7.72% | — | +27.68% |
| 2009 | +23.01% | +17.13% | — | +20.31% |
| 2008 | −36.85% | −33.83% | — | −44.12% |
| 2007 | +1.01% | +0.40% | — | +22.55% |
| 2006 | +13.00% | +15.09% | — | +6.66% |
| 2005 | +1.36% | +2.56% | — | +13.44% |
| 2004 | +7.21% | — | — | — |
| 2003 | +25.81% | — | — | — |
| 2002 | −23.40% | — | — | — |
| 2001 | −13.10% | — | — | — |
| 2000 | −12.70% | — | — | — |
| 1999 | +17.24% | — | — | — |
| 1998 | +26.65% | — | — | — |
| 1997 | +31.24% | — | — | — |
| 1996 | +18.55% | — | — | — |
| 1995 | +34.65% | — | — | — |
| 1994 | −2.22% | — | — | — |
| 1993 | +6.27% | — | — | — |
| Mon 2015-10-12? to Fri 2025-11-21 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPY × | −4.31% |
−33.67%
2020-03-23 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| XLG × | −5.43% |
−32.44%
2022-10-12 |
||||
| Invesco S&P 500 Top 50 ETF Exchange-Traded Fund | ||||||
| SPMO × | −8.13% |
−30.91%
2020-03-23 |
||||
| Invesco S&P 500 Momentum ETF Exchange-Traded Fund | ||||||
| XMMO × | −5.62% |
−36.70%
2020-03-23 |
||||
| Invesco S&P MidCap Momentum ETF Exchange-Traded Fund | ||||||