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

Total Real Returns

VOO,SHLD,PPA: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2023-09-14? to Fri 2025-10-17 YTD
Return
TRR
Price
VOO
×
+11.06%
2025-10-17
5.356 TRR
2025-10-17
Vanguard S&P 500 ETF Exchange-Traded Fund
SHLD
×
+69.09%
2025-10-17
2.495 TRR
2025-10-17
Global X Defense Tech ETF Exchange-Traded Fund
PPA
×
+29.48%
2025-10-17
7.58 TRR
2025-10-17
Invesco Aerospace & Defense ETF Exchange-Traded Fund

Returns

Thu 2023-09-14? to Fri 2025-10-17 Overall
Return
Exponential
Trendline
VOO
×
+43.79%
+18.96%/yr
+18.01%/yr
(R2=0.820)
Vanguard S&P 500 ETF Exchange-Traded Fund
SHLD
×
+149.52%
+54.83%/yr
+56.66%/yr
(R2=0.951)
Global X Defense Tech ETF Exchange-Traded Fund
PPA
×
+77.53%
+31.58%/yr
+29.59%/yr
(R2=0.930)
Invesco Aerospace & Defense ETF Exchange-Traded Fund

Growth of $10,000

Thu 2023-09-14? to Fri 2025-10-17 Start
Value
End
Value
VOO
×
$10,000.00
2023-09-14
$14,378.94
2025-10-17
Vanguard S&P 500 ETF Exchange-Traded Fund
SHLD
×
$10,000.00
2023-09-14
$24,952.05
2025-10-17
Global X Defense Tech ETF Exchange-Traded Fund
PPA
×
$10,000.00
2023-09-14
$17,753.44
2025-10-17
Invesco Aerospace & Defense ETF Exchange-Traded Fund

Annual Returns

Year VOO SHLD PPA
2025 (YTD) +11.06% +69.09% +29.48%
2024 +21.48% +31.25% +21.77%
2023 +22.23% +12.43% +14.57%
2022 −23.14% +2.87%
2021 +20.33% +0.05%
2020 +16.74% −0.89%
2019 +28.43% +36.50%
2018 −6.29% −9.23%
2017 +19.25% +27.39%
2016 +9.89% +16.86%
2015 +0.59% +3.25%
2014 +12.71% +11.88%
2013 +30.42% +48.07%
2012 +14.02% +15.67%
2011 −1.04% −4.51%
2010 +14.35% +8.95%
2009 +19.74%
2008 −37.43%
2007 +17.50%
2006 +17.03%
2005 +5.17%

Drawdowns

Thu 2023-09-14? to Fri 2025-10-17 Current
Drawdown
Worst
Drawdown
VOO
×
−1.36% −19.05%
2025-04-08
Vanguard S&P 500 ETF Exchange-Traded Fund
SHLD
×
−9.10% −10.92%
2024-12-18
Global X Defense Tech ETF Exchange-Traded Fund
PPA
×
−4.57% −16.39%
2025-04-04
Invesco Aerospace & Defense ETF Exchange-Traded Fund