# Ampleforth USD (AMPLUSD) vs State Street SPDR S&P 500 ETF Trust (SPY) · total-return overlay

LOPJLB holding-return compare (5Y). Dividends and splits. Each path starts at 0% from the first adjusted close in the window.

Ampleforth USD (AMPLUSD) vs State Street SPDR S&P 500 ETF Trust (SPY) total return over 5Y: AMPLUSD +34.11%, SPY +90.07%. Regime AMPLUSD RECOVERY · SPY BULL. As of Oct 2, 2026. Research only.

- Interactive: https://www.lopjlb.com/vs/AMPLUSD/SPY
- API: `GET /bff/api/bigfive/compare-series?symbols=AMPLUSD%2CSPY&range=5y`

## Window

| Symbol | Window % | Worst drawdown | YTD |
|---|---:|---:|---:|
| AMPLUSD | +34.11% | -66.40% | +13.94% |
| SPY | +90.07% | -24.49% | +13.54% |

## Periods (calendar lookback)

| Symbol | 1Y | 2Y | 3Y | 5Y |
|---|---:|---:|---:|---:|
| AMPLUSD | +9.43% | +17.36% | +11.30% | +34.11% |
| SPY | +16.25% | +38.42% | +86.78% | +90.07% |

## Annual

| Year | AMPLUSD | SPY |
|---|---:|---:|
| YTD | +13.94% | +13.54% |
| 2025 | +5.07% | +18.01% |
| 2024 | +6.06% | +25.59% |
| 2023 | -23.62% | +26.73% |
| 2022 | +47.89% | -18.64% |
| 2021 | -11.44% | +10.06% |

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Research context only. Not personalized investment advice.
