All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Fri 2000-05-26💬 to Fri 2026-10-09 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| IWM × |
+758.08%
+8.49%/yr |
+8.69%/yr
R2=0.941 |
||||
| iShares Russell 2000 ETF Exchange-Traded Fund | ||||||
| QQQ × |
+1,046.39%
+9.69%/yr |
+13.41%/yr
R2=0.885 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| SPY × |
+800.36%
+8.69%/yr |
+9.66%/yr
R2=0.905 |
||||
| State Street SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| Fri 2000-05-26💬 to Fri 2026-10-09 |
Start
Value |
End
Value |
|---|---|---|
| IWM × |
$10,000.00
2000-05-26 |
$85,807.63
2026-10-09 |
| QQQ × |
$10,000.00
2000-05-26 |
$114,639.43
2026-10-09 |
| SPY × |
$10,000.00
2000-05-26 |
$90,036.20
2026-10-09 |
| YTD | YoY | |
|---|---|---|
| IWM × | +14.09% | +14.95% |
| QQQ × | +22.71% | +23.60% |
| SPY × | +15.06% | +17.26% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| IWM × |
−8.33%
on 2026-10-09 from 2026-08-14 peak |
−59.05%
on 2009-03-09 from 2007-07-09 peak |
| QQQ × |
−1.10%
on 2026-10-09 from 2026-10-06 peak |
−80.45%
on 2002-10-09 from 2000-09-01 peak |
| SPY × |
−0.07%
on 2026-10-09 from 2026-10-06 peak |
−55.19%
on 2009-03-09 from 2007-10-09 peak |
| Period ending Fri 2026-10-09 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| IWM × | +14.95% |
+30.62% +14.29%/yr |
+65.74% +18.34%/yr |
+33.91% +6.01%/yr |
+157.37% +9.91%/yr |
| QQQ × | +23.60% |
+53.88% +24.05%/yr |
+108.45% +27.74%/yr |
+114.32% +16.47%/yr |
+579.56% +21.12%/yr |
| SPY × | +17.26% |
+38.01% +17.48%/yr |
+86.75% +23.15%/yr |
+90.11% +13.71%/yr |
+323.96% +15.54%/yr |
| Year | IWM | QQQ | SPY |
|---|---|---|---|
| 2026 (YTD) | +14.09% | +22.71% | +15.06% |
| 2025 | +12.66% | +20.77% | +17.72% |
| 2024 | +11.38% | +25.58% | +24.89% |
| 2023 | +16.83% | +54.86% | +26.18% |
| 2022 | −20.48% | −32.58% | −18.18% |
| 2021 | +14.54% | +27.42% | +28.73% |
| 2020 | +20.03% | +48.62% | +18.33% |
| 2019 | +25.39% | +38.96% | +31.22% |
| 2018 | −11.12% | −0.13% | −4.57% |
| 2017 | +14.58% | +32.66% | +21.71% |
| 2016 | +21.59% | +7.10% | +12.00% |
| 2015 | −4.48% | +9.44% | +1.23% |
| 2014 | +5.04% | +19.18% | +13.46% |
| 2013 | +38.70% | +36.63% | +32.31% |
| 2012 | +16.70% | +18.11% | +15.99% |
| 2011 | −4.43% | +3.38% | +1.89% |
| 2010 | +26.92% | +19.91% | +15.06% |
| 2009 | +28.49% | +54.70% | +26.35% |
| 2008 | −34.16% | −41.73% | −36.79% |
| 2007 | −1.76% | +19.03% | +5.15% |
| 2006 | +18.27% | +7.15% | +15.85% |
| 2005 | +4.46% | +1.56% | +4.83% |
| 2004 | +18.05% | +10.54% | +10.70% |
| 2003 | +47.90% | +49.67% | +28.18% |
| 2002 | −20.37% | −37.37% | −21.58% |
| 2001 | +1.78% | −33.34% | −11.76% |
| 2000 | +5.61% | −36.11% | −9.74% |
| 1999 | — | +78.95% | +20.39% |
| 1998 | — | — | +28.69% |
| 1997 | — | — | +33.48% |
| 1996 | — | — | +22.56% |
| 1995 | — | — | +38.04% |
| 1994 | — | — | +0.40% |
| 1993 | — | — | +8.64% |
