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

Total Real Returns

USOI,TCPC,SPY,DIA,QQQ: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Wed 2017-04-26? to Fri 2025-05-23 YTD
Return
TRR
Price
USOI
×
−11.67%
2025-05-23
0.5926 TRR
2025-05-23
Credit Suisse X-Links Crude Oil Shares Covered Call ETN NASDAQ Exchange-Traded Fund
TCPC
×
−10.50%
2025-05-23
1.44 TRR
2025-05-23
BlackRock TCP Capital Corp NASDAQ Common Stock
SPY
×
−2.63%
2025-05-23
10.51 TRR
2025-05-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund
DIA
×
−3.39%
2025-05-23
4.734 TRR
2025-05-23
SPDR Dow Jones Industrial Average ETF Trust Exchange-Traded Fund
QQQ
×
−2.00%
2025-05-23
6.022 TRR
2025-05-23
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Returns

Wed 2017-04-26? to Fri 2025-05-23 Overall
Return
Exponential
Trendline
USOI
×
−40.74%
−6.27%/yr
−8.91%/yr
(R2=0.297)
Credit Suisse X-Links Crude Oil Shares Covered Call ETN NASDAQ Exchange-Traded Fund
TCPC
×
−18.49%
−2.50%/yr
+0.58%/yr
(R2=0.008)
BlackRock TCP Capital Corp NASDAQ Common Stock
SPY
×
+110.72%
+9.67%/yr
+9.10%/yr
(R2=0.816)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
DIA
×
+77.21%
+7.34%/yr
+6.26%/yr
(R2=0.758)
SPDR Dow Jones Industrial Average ETF Trust Exchange-Traded Fund
QQQ
×
+204.01%
+14.76%/yr
+13.70%/yr
(R2=0.802)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 2017-04-26? to Fri 2025-05-23 Start
Value
End
Value
USOI
×
$10,000.00
2017-04-26
$5,926.37
2025-05-23
Credit Suisse X-Links Crude Oil Shares Covered Call ETN NASDAQ Exchange-Traded Fund
TCPC
×
$10,000.00
2017-04-26
$8,151.37
2025-05-23
BlackRock TCP Capital Corp NASDAQ Common Stock
SPY
×
$10,000.00
2017-04-26
$21,071.57
2025-05-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund
DIA
×
$10,000.00
2017-04-26
$17,720.69
2025-05-23
SPDR Dow Jones Industrial Average ETF Trust Exchange-Traded Fund
QQQ
×
$10,000.00
2017-04-26
$30,400.57
2025-05-23
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Annual Returns

Year USOI TCPC SPY DIA QQQ
2025 (YTD) −11.67% −10.50% −2.63% −3.39% −2.00%
2024 +11.69% −15.68% +21.39% +11.61% +22.06%
2023 +2.96% −2.86% +22.09% +12.26% +49.84%
2022 +7.64% −0.76% −23.14% −12.66% −36.68%
2021 +28.25% +22.13% +20.26% +12.88% +19.04%
2020 −66.08% −10.39% +16.74% +8.12% +46.63%
2019 +30.60% +16.65% +28.29% +22.23% +35.86%
2018 −22.68% −7.35% −6.35% −5.54% −2.00%
2017 +23.39% −3.27% +19.19% +25.43% +29.92%
2016 +30.57% +9.72% +14.02% +4.92%
2015 −9.39% +0.50% −0.64% +8.65%
2014 +8.62% +12.61% +9.00% +18.28%
2013 +23.42% +30.35% +27.73% +34.62%
2012 +9.08% +14.01% +8.06% +16.10%
2011 −1.04% +4.94% +0.40%
2010 +13.36% +12.33% +18.15%
2009 +23.01% +19.49% +50.60%
2008 −36.85% −32.19% −41.78%
2007 +1.01% +4.60% +14.35%
2006 +13.00% +16.00% +4.51%
2005 +1.35% −1.76% −1.78%
2004 +7.20% +1.70% +7.04%
2003 +25.82% +25.55% +46.91%
2002 −23.41% −16.68% −38.82%
2001 −13.10% −6.53% −34.37%
2000 −12.70% −9.01% −38.21%
1999 +17.24% +24.22% +75.07%
1998 +26.65% +16.18%
1997 +31.24%
1996 +18.57%
1995 +34.63%
1994 −2.22%
1993 +6.30%

Drawdowns

Wed 2017-04-26? to Fri 2025-05-23 Current
Drawdown
Worst
Drawdown
USOI
×
−59.92% −77.76%
2020-05-13
Credit Suisse X-Links Crude Oil Shares Covered Call ETN NASDAQ Exchange-Traded Fund
TCPC
×
−32.25% −69.06%
2020-03-18
BlackRock TCP Capital Corp NASDAQ Common Stock
SPY
×
−6.01% −33.67%
2020-03-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund
DIA
×
−8.61% −36.70%
2020-03-23
SPDR Dow Jones Industrial Average ETF Trust Exchange-Traded Fund
QQQ
×
−6.77% −39.59%
2022-11-03
Invesco QQQ Trust NASDAQ Exchange-Traded Fund