All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Mon 2015-10-12? to Fri 2025-06-27 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SPY × |
+3.92%
2025-06-27 |
11.17 TRR
2025-06-27 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| XLG × |
+2.60%
2025-06-27 |
4.983 TRR
2025-06-27 |
||||
| Invesco S&P 500 Top 50 ETF Exchange-Traded Fund | ||||||
| SPMO × |
+15.82%
2025-06-27 |
3.708 TRR
2025-06-27 |
||||
| Invesco S&P 500 Momentum ETF Exchange-Traded Fund | ||||||
| XMMO × |
+2.56%
2025-06-27 |
5.71 TRR
2025-06-27 |
||||
| Invesco S&P MidCap Momentum ETF Exchange-Traded Fund | ||||||
| Mon 2015-10-12? to Fri 2025-06-27 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPY × |
+166.04%
+10.60%/yr |
+9.37%/yr
(R2=0.853) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| XLG × |
+217.05%
+12.62%/yr |
+11.27%/yr
(R2=0.866) |
||||
| Invesco S&P 500 Top 50 ETF Exchange-Traded Fund | ||||||
| SPMO × |
+270.82%
+14.45%/yr |
+11.44%/yr
(R2=0.842) |
||||
| Invesco S&P 500 Momentum ETF Exchange-Traded Fund | ||||||
| XMMO × |
+232.29%
+13.17%/yr |
+11.46%/yr
(R2=0.802) |
||||
| Invesco S&P MidCap Momentum ETF Exchange-Traded Fund | ||||||
| Mon 2015-10-12? to Fri 2025-06-27 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPY × |
$10,000.00
2015-10-12 |
$26,603.94
2025-06-27 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| XLG × |
$10,000.00
2015-10-12 |
$31,705.38
2025-06-27 |
||||
| Invesco S&P 500 Top 50 ETF Exchange-Traded Fund | ||||||
| SPMO × |
$10,000.00
2015-10-12 |
$37,082.23
2025-06-27 |
||||
| Invesco S&P 500 Momentum ETF Exchange-Traded Fund | ||||||
| XMMO × |
$10,000.00
2015-10-12 |
$33,229.06
2025-06-27 |
||||
| Invesco S&P MidCap Momentum ETF Exchange-Traded Fund | ||||||
| Year | SPY | XLG | SPMO | XMMO |
|---|---|---|---|---|
| 2025 (YTD) | +3.92% | +2.60% | +15.82% | +2.56% |
| 2024 | +21.39% | +29.74% | +41.73% | +34.17% |
| 2023 | +22.09% | +33.72% | +13.76% | +16.49% |
| 2022 | −23.14% | −28.90% | −15.91% | −21.11% |
| 2021 | +20.26% | +22.17% | +14.59% | +9.01% |
| 2020 | +16.74% | +22.50% | +26.53% | +27.43% |
| 2019 | +28.29% | +29.09% | +23.11% | +33.73% |
| 2018 | −6.36% | −5.42% | −2.78% | +4.13% |
| 2017 | +19.19% | +20.48% | +25.12% | +34.36% |
| 2016 | +9.72% | +9.04% | +5.33% | +1.29% |
| 2015 | +0.50% | +3.44% | +3.25% | −5.27% |
| 2014 | +12.62% | +10.53% | — | +9.77% |
| 2013 | +30.35% | +26.90% | — | +25.58% |
| 2012 | +14.01% | +13.44% | — | +12.81% |
| 2011 | −1.04% | +1.17% | — | −8.48% |
| 2010 | +13.36% | +7.67% | — | +27.66% |
| 2009 | +23.00% | +17.13% | — | +20.38% |
| 2008 | −36.85% | −33.82% | — | −44.13% |
| 2007 | +1.01% | +0.33% | — | +22.54% |
| 2006 | +13.00% | +15.17% | — | +6.66% |
| 2005 | +1.35% | +2.59% | — | +13.46% |
| 2004 | +7.21% | — | — | — |
| 2003 | +25.81% | — | — | — |
| 2002 | −23.41% | — | — | — |
| 2001 | −13.10% | — | — | — |
| 2000 | −12.70% | — | — | — |
| 1999 | +17.24% | — | — | — |
| 1998 | +26.65% | — | — | — |
| 1997 | +31.24% | — | — | — |
| 1996 | +18.57% | — | — | — |
| 1995 | +34.64% | — | — | — |
| 1994 | −2.22% | — | — | — |
| 1993 | +6.28% | — | — | — |
| Mon 2015-10-12? to Fri 2025-06-27 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPY × | −0.14% |
−33.67%
2020-03-23 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| XLG × | −1.14% |
−32.44%
2022-10-12 |
||||
| Invesco S&P 500 Top 50 ETF Exchange-Traded Fund | ||||||
| SPMO × | 0.00% |
−30.90%
2020-03-23 |
||||
| Invesco S&P 500 Momentum ETF Exchange-Traded Fund | ||||||
| XMMO × | −7.04% |
−36.69%
2020-03-23 |
||||
| Invesco S&P MidCap Momentum ETF Exchange-Traded Fund | ||||||