100% SPY Backtest (S&P 500)
Historical backtest of holding 100% SPY, the S&P 500 ETF, with dividends reinvested.
Assumptions
- 100% SPY: 100% SPY, rebalanced annually.
- Total-return prices (dividends reinvested), annual rebalancing, no taxes, fees, or cash flows.
Results
| Portfolio | CAGR | Max drawdown | Volatility | Sharpe | Sortino | Calmar |
|---|---|---|---|---|---|---|
| 100% SPY | 10.8% | -55.2% | 18.6% | 0.51 | 0.72 | 0.20 |
Growth of $10,000
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Historical simulation computed by the ArthaPilot backtest engine with total-return (dividends reinvested) prices and annual rebalancing, before taxes and fees. Past performance does not predict future results. This page is educational and is not investment, tax, or legal advice.