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 2025-05-16 YTD
Return
TRR
Price
XDTE
×
−4.20%
2025-05-16
1.098 TRR
2025-05-16
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
VOO
×
−0.01%
2025-05-16
4.822 TRR
2025-05-16
Vanguard S&P 500 ETF Exchange-Traded Fund
SGOV
×
−0.15%
2025-05-16
0.9127 TRR
2025-05-16
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund

Returns

Thu 2024-03-07? to Fri 2025-05-16 Overall
Return
Exponential
Trendline
XDTE
×
+9.79%
+8.16%/yr
+9.89%/yr
(R2=0.267)
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
VOO
×
+13.57%
+11.28%/yr
+10.00%/yr
(R2=0.350)
Vanguard S&P 500 ETF Exchange-Traded Fund
SGOV
×
+2.48%
+2.08%/yr
+2.67%/yr
(R2=0.901)
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-03-07? to Fri 2025-05-16 Start
Value
End
Value
XDTE
×
$10,000.00
2024-03-07
$10,979.21
2025-05-16
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
VOO
×
$10,000.00
2024-03-07
$11,356.99
2025-05-16
Vanguard S&P 500 ETF Exchange-Traded Fund
SGOV
×
$10,000.00
2024-03-07
$10,247.66
2025-05-16
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund

Annual Returns

Year XDTE VOO SGOV
2025 (YTD) −4.20% −0.01% −0.15%
2024 +14.60% +21.47% +2.33%
2023 +22.23% +1.72%
2022 −23.14% −4.60%
2021 +20.33% −6.53%
2020 +16.74% −1.52%
2019 +28.43%
2018 −6.29%
2017 +19.25%
2016 +9.89%
2015 +0.59%
2014 +12.71%
2013 +30.43%
2012 +14.01%
2011 −1.04%
2010 +14.34%

Drawdowns

Thu 2024-03-07? to Fri 2025-05-16 Current
Drawdown
Worst
Drawdown
XDTE
×
−7.82% −20.02%
2025-04-21
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
VOO
×
−3.51% −19.06%
2025-04-08
Vanguard S&P 500 ETF Exchange-Traded Fund
SGOV
×
−0.15% −0.42%
2025-02-26
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund