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