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

Total Real Returns

XLG,SPY,QQQ: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Tue 2005-05-10? to Tue 2025-05-06 YTD
Return
TRR
Price
XLG
×
−8.83%
2025-05-06
4.448 TRR
2025-05-06
Invesco S&P 500 Top 50 ETF Exchange-Traded Fund
SPY
×
−5.84%
2025-05-06
10.16 TRR
2025-05-06
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ
×
−7.14%
2025-05-06
5.706 TRR
2025-05-06
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Returns

Tue 2005-05-10? to Tue 2025-05-06 Overall
Return
Exponential
Trendline
XLG
×
+344.80%
+7.75%/yr
+8.96%/yr
(R2=0.883)
Invesco S&P 500 Top 50 ETF Exchange-Traded Fund
SPY
×
+323.40%
+7.49%/yr
+8.70%/yr
(R2=0.891)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ
×
+852.91%
+11.94%/yr
+13.76%/yr
(R2=0.943)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Growth of $10,000

Tue 2005-05-10? to Tue 2025-05-06 Start
Value
End
Value
XLG
×
$10,000.00
2005-05-10
$44,479.77
2025-05-06
Invesco S&P 500 Top 50 ETF Exchange-Traded Fund
SPY
×
$10,000.00
2005-05-10
$42,339.75
2025-05-06
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ
×
$10,000.00
2005-05-10
$95,290.97
2025-05-06
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Annual Returns

Year XLG SPY QQQ
2025 (YTD) −8.83% −5.84% −7.14%
2024 +29.75% +21.39% +22.06%
2023 +33.71% +22.09% +49.84%
2022 −28.91% −23.15% −36.67%
2021 +22.17% +20.27% +19.04%
2020 +22.49% +16.74% +46.63%
2019 +29.13% +28.29% +35.86%
2018 −5.43% −6.35% −2.00%
2017 +20.55% +19.19% +29.92%
2016 +9.01% +9.72% +4.93%
2015 +3.45% +0.50% +8.64%
2014 +10.57% +12.62% +18.29%
2013 +26.91% +30.35% +34.61%
2012 +13.27% +14.01% +16.11%
2011 +1.27% −1.04% +0.40%
2010 +7.65% +13.36% +18.14%
2009 +17.14% +23.01% +50.61%
2008 −33.84% −36.86% −41.78%
2007 +0.41% +1.02% +14.33%
2006 +15.12% +13.00% +4.52%
2005 +2.60% +1.36% −1.79%
2004 +7.20% +7.04%
2003 +25.82% +46.90%
2002 −23.41% −38.82%
2001 −13.11% −34.36%
2000 −12.70% −38.21%
1999 +17.24% +75.07%
1998 +26.65%
1997 +31.25%
1996 +18.56%
1995 +34.63%
1994 −2.22%
1993 +6.29%

Drawdowns

Tue 2005-05-10? to Tue 2025-05-06 Current
Drawdown
Worst
Drawdown
XLG
×
−11.77% −53.22%
2009-03-09
Invesco S&P 500 Top 50 ETF Exchange-Traded Fund
SPY
×
−9.10% −55.97%
2009-03-09
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ
×
−11.67% −54.47%
2008-11-20
Invesco QQQ Trust NASDAQ Exchange-Traded Fund