All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Mon 2015-10-12? to Wed 2025-08-13 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SPY × |
+8.04%
2025-08-13 |
11.66 TRR
2025-08-13 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| XLG × |
+7.94%
2025-08-13 |
5.266 TRR
2025-08-13 |
||||
| Invesco S&P 500 Top 50 ETF Exchange-Traded Fund | ||||||
| SPMO × |
+21.54%
2025-08-13 |
3.891 TRR
2025-08-13 |
||||
| Invesco S&P 500 Momentum ETF Exchange-Traded Fund | ||||||
| XMMO × |
+4.88%
2025-08-13 |
5.843 TRR
2025-08-13 |
||||
| Invesco S&P MidCap Momentum ETF Exchange-Traded Fund | ||||||
| Mon 2015-10-12? to Wed 2025-08-13 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPY × |
+177.86%
+10.95%/yr |
+9.44%/yr
(R2=0.859) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| XLG × |
+235.14%
+13.08%/yr |
+11.37%/yr
(R2=0.872) |
||||
| Invesco S&P 500 Top 50 ETF Exchange-Traded Fund | ||||||
| SPMO × |
+289.11%
+14.81%/yr |
+11.71%/yr
(R2=0.846) |
||||
| Invesco S&P 500 Momentum ETF Exchange-Traded Fund | ||||||
| XMMO × |
+240.01%
+13.25%/yr |
+11.51%/yr
(R2=0.810) |
||||
| Invesco S&P MidCap Momentum ETF Exchange-Traded Fund | ||||||
| Mon 2015-10-12? to Wed 2025-08-13 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPY × |
$10,000.00
2015-10-12 |
$27,786.20
2025-08-13 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| XLG × |
$10,000.00
2015-10-12 |
$33,514.01
2025-08-13 |
||||
| Invesco S&P 500 Top 50 ETF Exchange-Traded Fund | ||||||
| SPMO × |
$10,000.00
2015-10-12 |
$38,910.53
2025-08-13 |
||||
| Invesco S&P 500 Momentum ETF Exchange-Traded Fund | ||||||
| XMMO × |
$10,000.00
2015-10-12 |
$34,001.03
2025-08-13 |
||||
| Invesco S&P MidCap Momentum ETF Exchange-Traded Fund | ||||||
| Year | SPY | XLG | SPMO | XMMO |
|---|---|---|---|---|
| 2025 (YTD) | +8.04% | +7.94% | +21.54% | +4.88% |
| 2024 | +21.39% | +29.75% | +41.75% | +34.16% |
| 2023 | +22.09% | +33.68% | +13.75% | +16.50% |
| 2022 | −23.14% | −28.89% | −15.90% | −21.13% |
| 2021 | +20.26% | +22.17% | +14.58% | +9.02% |
| 2020 | +16.74% | +22.48% | +26.52% | +27.43% |
| 2019 | +28.29% | +29.07% | +23.14% | +33.72% |
| 2018 | −6.36% | −5.39% | −2.79% | +4.13% |
| 2017 | +19.19% | +20.51% | +25.14% | +34.35% |
| 2016 | +9.72% | +9.00% | +5.31% | +1.31% |
| 2015 | +0.50% | +3.49% | +3.24% | −5.27% |
| 2014 | +12.61% | +10.56% | — | +9.79% |
| 2013 | +30.35% | +26.79% | — | +25.59% |
| 2012 | +14.02% | +13.37% | — | +12.76% |
| 2011 | −1.04% | +1.26% | — | −8.45% |
| 2010 | +13.36% | +7.66% | — | +27.64% |
| 2009 | +23.01% | +17.14% | — | +20.34% |
| 2008 | −36.85% | −33.83% | — | −44.11% |
| 2007 | +1.01% | +0.32% | — | +22.52% |
| 2006 | +13.01% | +15.21% | — | +6.67% |
| 2005 | +1.35% | +2.58% | — | +13.45% |
| 2004 | +7.21% | — | — | — |
| 2003 | +25.82% | — | — | — |
| 2002 | −23.40% | — | — | — |
| 2001 | −13.10% | — | — | — |
| 2000 | −12.70% | — | — | — |
| 1999 | +17.24% | — | — | — |
| 1998 | +26.65% | — | — | — |
| 1997 | +31.24% | — | — | — |
| 1996 | +18.56% | — | — | — |
| 1995 | +34.64% | — | — | — |
| 1994 | −2.23% | — | — | — |
| 1993 | +6.29% | — | — | — |
| Mon 2015-10-12? to Wed 2025-08-13 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPY × | 0.00% |
−33.67%
2020-03-23 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| XLG × | −0.05% |
−32.43%
2022-10-12 |
||||
| Invesco S&P 500 Top 50 ETF Exchange-Traded Fund | ||||||
| SPMO × | −0.57% |
−30.90%
2020-03-23 |
||||
| Invesco S&P 500 Momentum ETF Exchange-Traded Fund | ||||||
| XMMO × | −4.86% |
−36.69%
2020-03-23 |
||||
| Invesco S&P MidCap Momentum ETF Exchange-Traded Fund | ||||||