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

Total Real Returns

XDTE,VOO,SGOV: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2024-03-07? to Fri 2025-12-12 YTD
Return
TRR
Price
XDTE
×
+8.29%
2025-12-12
1.241 TRR
2025-12-12
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
VOO
×
+13.44%
2025-12-12
5.471 TRR
2025-12-12
Vanguard S&P 500 ETF Exchange-Traded Fund
SGOV
×
+0.52%
2025-12-12
0.9188 TRR
2025-12-12
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund

Returns

Thu 2024-03-07? to Fri 2025-12-12 Overall
Return
Exponential
Trendline
XDTE
×
+24.10%
+13.01%/yr
+10.70%/yr
(R2=0.553)
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
VOO
×
+28.85%
+15.44%/yr
+14.20%/yr
(R2=0.733)
Vanguard S&P 500 ETF Exchange-Traded Fund
SGOV
×
+3.17%
+1.78%/yr
+1.90%/yr
(R2=0.879)
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-03-07? to Fri 2025-12-12 Start
Value
End
Value
XDTE
×
$10,000.00
2024-03-07
$12,410.02
2025-12-12
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
VOO
×
$10,000.00
2024-03-07
$12,885.30
2025-12-12
Vanguard S&P 500 ETF Exchange-Traded Fund
SGOV
×
$10,000.00
2024-03-07
$10,317.12
2025-12-12
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund

Annual Returns

Year XDTE VOO SGOV
2025 (YTD) +8.29% +13.44% +0.52%
2024 +14.60% +21.47% +2.33%
2023 +22.23% +1.71%
2022 −23.14% −4.59%
2021 +20.33% −6.53%
2020 +16.73% −1.52%
2019 +28.43%
2018 −6.29%
2017 +19.26%
2016 +9.89%
2015 +0.59%
2014 +12.70%
2013 +30.43%
2012 +14.01%
2011 −1.04%
2010 +14.34%

Drawdowns

Thu 2024-03-07? to Fri 2025-12-12 Current
Drawdown
Worst
Drawdown
XDTE
×
−1.15% −20.02%
2025-04-21
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
VOO
×
−1.16% −19.05%
2025-04-08
Vanguard S&P 500 ETF Exchange-Traded Fund
SGOV
×
0.00% −0.42%
2025-02-26
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund