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

Total Real Returns

SPYV: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

SPYV real return snapshot: after CPI-U inflation, SPYV returned +9.08% over the past year and +6.19% YTD, with dividends reinvested. Since Sep. 29, 2000, SPYV is up +264.59% in real purchasing-power return, or +5.10%/yr, and is currently −3.27% below its real total-return high on Aug. 19, 2026.

Data ending Wed Oct. 7, 2026

Growth of $10,000

Fri 2000-09-29💬 to Wed 2026-10-07 Overall
Return
Exponential
Trendline
SPYV
×
+264.59%
+5.10%/yr
+5.91%/yr
R2=0.861
SPDR Portfolio S&P 500 Value ETF Exchange-Traded Fund

Growth of $10,000 Summary

Fri 2000-09-29💬 to Wed 2026-10-07 Start
Value
End
Value
SPYV
×
$10,000.00
2000-09-29
$36,458.57
2026-10-07

This Year’s Performance

through 2026-10-07

  YTD YoY
SPYV
×
+6.19% +9.08%

Drawdowns

  Current
Drawdown
Worst
Drawdown
SPYV
×
−3.27%
on 2026-10-07
from 2026-08-19 peak
−59.17%
on 2009-03-06
from 2007-10-09 peak

Rolling Returns

Period ending Wed 2026-10-07 1 yr 2 yr 3 yr 5 yr 10 yr
SPYV
×
+9.08% +15.07%
+7.27%/yr
+46.13%
+13.48%/yr
+39.85%
+6.94%/yr
+119.30%
+8.17%/yr

Annual Returns

Year SPYV
2026 (YTD) +6.19%
2025 +10.23%
2024 +9.10%
2023 +18.25%
2022 −11.04%
2021 +16.70%
2020 +0.02%
2019 +28.76%
2018 −10.72%
2017 +13.01%
2016 +14.70%
2015 −3.88%
2014 +11.33%
2013 +29.81%
2012 +15.23%
2011 −3.59%
2010 +13.78%
2009 +14.00%
2008 −36.32%
2007 −2.59%
2006 +18.59%
2005 +1.86%
2004 +9.63%
2003 +22.91%
2002 −19.88%
2001 −7.03%
2000 +3.65%