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 Tue 2025-07-01 YTD
Return
TRR
Price
XDTE
×
−0.58%
2025-07-01
1.139 TRR
2025-07-01
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
VOO
×
+3.93%
2025-07-01
5.013 TRR
2025-07-01
Vanguard S&P 500 ETF Exchange-Traded Fund
SGOV
×
−0.28%
2025-07-01
0.9115 TRR
2025-07-01
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund

Returns

Thu 2024-03-07? to Tue 2025-07-01 Overall
Return
Exponential
Trendline
XDTE
×
+13.94%
+10.41%/yr
+8.28%/yr
(R2=0.248)
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
VOO
×
+18.05%
+13.43%/yr
+9.85%/yr
(R2=0.409)
Vanguard S&P 500 ETF Exchange-Traded Fund
SGOV
×
+2.35%
+1.78%/yr
+2.44%/yr
(R2=0.889)
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-03-07? to Tue 2025-07-01 Start
Value
End
Value
XDTE
×
$10,000.00
2024-03-07
$11,393.61
2025-07-01
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
VOO
×
$10,000.00
2024-03-07
$11,804.69
2025-07-01
Vanguard S&P 500 ETF Exchange-Traded Fund
SGOV
×
$10,000.00
2024-03-07
$10,234.53
2025-07-01
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund

Annual Returns

Year XDTE VOO SGOV
2025 (YTD) −0.58% +3.93% −0.28%
2024 +14.61% +21.48% +2.33%
2023 +22.23% +1.72%
2022 −23.14% −4.59%
2021 +20.33% −6.54%
2020 +16.74% −1.52%
2019 +28.43%
2018 −6.29%
2017 +19.25%
2016 +9.89%
2015 +0.59%
2014 +12.71%
2013 +30.42%
2012 +14.02%
2011 −1.04%
2010 +14.35%

Drawdowns

Thu 2024-03-07? to Tue 2025-07-01 Current
Drawdown
Worst
Drawdown
XDTE
×
−4.35% −20.03%
2025-04-21
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
VOO
×
−0.05% −19.05%
2025-04-08
Vanguard S&P 500 ETF Exchange-Traded Fund
SGOV
×
−0.35% −0.42%
2025-02-26
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund