| Ticker | Company Name | Total Returns | $1 turns into | Annualized Returns | Annualized Volatility | Sharpe Ratio |
|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF Trust | 338.74% | $4.39 | 15.95% | 17.90% | 0.89 |
| QQQ | Invesco QQQ Trust, Series 1 | 586.93% | $6.87 | 21.27% | 22.20% | 0.96 |
| DIA | SPDR Dow Jones Industrial Average ETF Trust | 275.12% | $3.75 | 14.14% | 17.47% | 0.81 |
| IWM | iShares Russell 2000 ETF | 210.28% | $3.10 | 12.00% | 22.93% | 0.52 |
Returns adjusted for splits and dividends.
Period start date is the earliest common trading day in the selected time period across all tickers.
| Year | SPY | QQQ | DIA | IWM |
|---|---|---|---|---|
| 2026 | 1.12% | 0.36% | 2.48% | 6.75% |
| 2025 | 17.72% | 20.77% | 14.70% | 12.65% |
| 2024 | 24.89% | 25.58% | 14.83% | 11.39% |
| 2023 | 26.17% | 54.85% | 16.02% | 16.82% |
| 2022 | -18.18% | -32.58% | -7.02% | -20.48% |
| 2021 | 28.73% | 27.42% | 20.83% | 14.54% |
| 2020 | 18.33% | 48.61% | 9.59% | 20.03% |
| 2019 | 31.22% | 38.97% | 25.03% | 25.39% |
| 2018 | -4.56% | -0.13% | -3.75% | -11.11% |
| 2017 | 21.70% | 32.66% | 28.10% | 14.58% |