All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

SPY,XLG,SPMO,XMMO: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Mon 2015-10-12? to Wed 2025-07-23 YTD
Return
TRR
Price
SPY
×
+6.34%
2025-07-23
11.48 TRR
2025-07-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund
XLG
×
+4.99%
2025-07-23
5.123 TRR
2025-07-23
Invesco S&P 500 Top 50 ETF Exchange-Traded Fund
SPMO
×
+18.03%
2025-07-23
3.779 TRR
2025-07-23
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
XMMO
×
+4.10%
2025-07-23
5.8 TRR
2025-07-23
Invesco S&P MidCap Momentum ETF Exchange-Traded Fund

Returns

Mon 2015-10-12? to Wed 2025-07-23 Overall
Return
Exponential
Trendline
SPY
×
+173.47%
+10.83%/yr
+9.40%/yr
(R2=0.856)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
XLG
×
+225.90%
+12.84%/yr
+11.32%/yr
(R2=0.870)
Invesco S&P 500 Top 50 ETF Exchange-Traded Fund
SPMO
×
+277.92%
+14.56%/yr
+11.58%/yr
(R2=0.844)
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
XMMO
×
+237.55%
+13.25%/yr
+11.49%/yr
(R2=0.806)
Invesco S&P MidCap Momentum ETF Exchange-Traded Fund

Growth of $10,000

Mon 2015-10-12? to Wed 2025-07-23 Start
Value
End
Value
SPY
×
$10,000.00
2015-10-12
$27,347.25
2025-07-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund
XLG
×
$10,000.00
2015-10-12
$32,589.88
2025-07-23
Invesco S&P 500 Top 50 ETF Exchange-Traded Fund
SPMO
×
$10,000.00
2015-10-12
$37,792.47
2025-07-23
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
XMMO
×
$10,000.00
2015-10-12
$33,755.15
2025-07-23
Invesco S&P MidCap Momentum ETF Exchange-Traded Fund

Annual Returns

Year SPY XLG SPMO XMMO
2025 (YTD) +6.34% +4.99% +18.03% +4.10%
2024 +21.39% +29.75% +41.73% +34.15%
2023 +22.09% +33.67% +13.76% +16.50%
2022 −23.14% −28.89% −15.90% −21.12%
2021 +20.26% +22.19% +14.58% +9.00%
2020 +16.74% +22.46% +26.52% +27.44%
2019 +28.29% +29.09% +23.13% +33.73%
2018 −6.36% −5.40% −2.77% +4.11%
2017 +19.19% +20.53% +25.10% +34.35%
2016 +9.72% +9.01% +5.35% +1.32%
2015 +0.50% +3.43% +3.24% −5.28%
2014 +12.62% +10.57% +9.79%
2013 +30.35% +26.81% +25.57%
2012 +14.02% +13.38% +12.77%
2011 −1.04% +1.26% −8.45%
2010 +13.36% +7.64% +27.66%
2009 +23.01% +17.15% +20.36%
2008 −36.85% −33.83% −44.13%
2007 +1.01% +0.32% +22.54%
2006 +13.00% +15.22% +6.67%
2005 +1.35% +2.59% +13.46%
2004 +7.21%
2003 +25.81%
2002 −23.40%
2001 −13.11%
2000 −12.70%
1999 +17.24%
1998 +26.66%
1997 +31.23%
1996 +18.57%
1995 +34.62%
1994 −2.21%
1993 +6.30%

Drawdowns

Mon 2015-10-12? to Wed 2025-07-23 Current
Drawdown
Worst
Drawdown
SPY
×
0.00% −33.67%
2020-03-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund
XLG
×
0.00% −32.46%
2022-10-12
Invesco S&P 500 Top 50 ETF Exchange-Traded Fund
SPMO
×
0.00% −30.91%
2020-03-23
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
XMMO
×
−5.57% −36.69%
2020-03-23
Invesco S&P MidCap Momentum ETF Exchange-Traded Fund