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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in S&P 500 Growth Total Return Index, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
S&P 500 Growth Total Return Index
- 1D
- -2.08%
- 1M
- -8.30%
- YTD
- -10.97%
- 6M
- -9.00%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Apr 11, 2025, ^SPXGTR's average daily return is +0.09%, while the average monthly return is +1.76%. At this rate, your investment would double in approximately 3.3 years.
Historically, 67% of months were positive and 33% were negative. The best month was May 2025 with a return of +9.4%, while the worst month was Mar 2026 at -8.3%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 2 months.
On a daily basis, ^SPXGTR closed higher 59% of trading days. The best single day was May 12, 2025 with a return of +3.9%, while the worst single day was Oct 10, 2025 at -3.1%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.54% | -3.44% | -8.30% | -10.97% | |||||||||
| 2025 | 4.79% | 9.41% | 6.34% | 3.43% | 0.83% | 5.30% | 3.35% | -0.93% | -0.17% | 36.83% |
Benchmark Metrics
S&P 500 Growth Total Return Index has an annualized alpha of -1.16%, beta of 1.23, and R² of 0.92 versus S&P 500 Index. Calculated based on daily prices since April 14, 2025.
- This index participated in 133.47% of S&P 500 Index downside but only 129.92% of its upside — more exposed to losses than it benefited from rallies.
- Alpha
- -1.16%
- Beta
- 1.23
- R²
- 0.92
- Upside Capture
- 129.92%
- Downside Capture
- 133.47%
Return for Risk
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for S&P 500 Growth Total Return Index (^SPXGTR) and compare them to a chosen benchmark (S&P 500 Index).
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the S&P 500 Growth Total Return Index. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the S&P 500 Growth Total Return Index was 12.96%, occurring on Mar 27, 2026. The portfolio has not yet recovered.
The current S&P 500 Growth Total Return Index drawdown is 12.96%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -12.96% | Oct 30, 2025 | 102 | Mar 27, 2026 | — | — | — |
| -5.56% | Apr 16, 2025 | 3 | Apr 21, 2025 | 3 | Apr 24, 2025 | 6 |
| -3.1% | Oct 10, 2025 | 1 | Oct 10, 2025 | 10 | Oct 24, 2025 | 11 |
| -2.54% | May 20, 2025 | 4 | May 23, 2025 | 5 | Jun 2, 2025 | 9 |
| -2.33% | Aug 13, 2025 | 7 | Aug 21, 2025 | 5 | Aug 28, 2025 | 12 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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