The total return over the past 12 months is +17.46% vs. +17.77% for the S&P 500. So far it's up +8.49% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +16.04% | +13.57% | +8.15% | +10.83% | +9.85% | +8.04% |
| Total Return CAGR | +17.46% | +15.34% | +10.00% | +12.98% | +12.16% | +10.44% |
| Revenue CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Net Income CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| EPS CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Free Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Operating Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Dividends CAGR | +9.59% | +4.16% | +3.28% | +5.74% | +6.73% | +6.09% |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
State Street SPDR Dow Jones Industrial Average ETF Trust (DIA)
| Year | Start Value | End Value | DIA Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | 1096.16 | 1189.24 | +8.49% | +8.94% | (0.45%) |
| 2025 | 955.64 | 1096.16 | +14.70% | +17.72% | (3.02%) |
| 2024 | 832.28 | 955.64 | +14.82% | +24.89% | (10.07%) |
| 2023 | 717.33 | 832.28 | +16.03% | +26.19% | (10.16%) |
| 2022 | 771.42 | 717.33 | (7.01%) | (18.17%) | +11.16% |
| 2021 | 638.41 | 771.42 | +20.83% | +28.74% | (7.91%) |
| 2020 | 582.44 | 638.41 | +9.61% | +18.37% | (8.76%) |
| 2019 | 465.89 | 582.44 | +25.01% | +31.22% | (6.21%) |
| 2018 | 484.00 | 465.89 | (3.74%) | (4.56%) | +0.82% |
| 2017 | 377.89 | 484.00 | +28.08% | +21.70% | +6.38% |
