QQQ,SCHD,AAPL,COST: Total Return Chart (with Dividends Reinvested)

Thu 2011-10-20? to Fri 2025-08-01	YTD Return	TR Price
QQQ ×	+8.63% 2025-08-01	12.79 TR 2025-08-01
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SCHD ×	−1.61% 2025-08-01	4.874 TR 2025-08-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
AAPL ×	−18.99% 2025-08-01	2052.54 TR 2025-08-01
Apple Inc NASDAQ Common Stock
COST ×	+4.35% 2025-08-01	51.56 TR 2025-08-01
Costco Wholesale Corp NASDAQ Common Stock

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Returns

Thu 2011-10-20? to Fri 2025-08-01	Overall Return	Exponential Trendline
QQQ ×	+1,007.62% +19.06%/yr	+18.75%/yr (R2=0.977)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SCHD ×	+387.37% +12.18%/yr	+12.36%/yr (R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
AAPL ×	+1,603.43% +22.84%/yr	+26.33%/yr (R2=0.954)
Apple Inc NASDAQ Common Stock
COST ×	+1,455.73% +22.03%/yr	+22.15%/yr (R2=0.979)
Costco Wholesale Corp NASDAQ Common Stock

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Growth of $10,000

Thu 2011-10-20? to Fri 2025-08-01	Start Value	End Value
QQQ ×	$10,000.00 2011-10-20	$110,762.04 2025-08-01
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SCHD ×	$10,000.00 2011-10-20	$48,737.23 2025-08-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
AAPL ×	$10,000.00 2011-10-20	$170,343.50 2025-08-01
Apple Inc NASDAQ Common Stock
COST ×	$10,000.00 2011-10-20	$155,573.41 2025-08-01
Costco Wholesale Corp NASDAQ Common Stock

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Annual Returns

Year	QQQ	SCHD	AAPL	COST
2025 (YTD)	+8.63%	−1.61%	−18.99%	+4.35%
2024	+25.58%	+11.66%	+30.71%	+39.62%
2023	+54.86%	+4.54%	+49.01%	+49.00%
2022	−32.58%	−3.26%	−26.40%	−19.05%
2021	+27.42%	+29.87%	+34.65%	+51.82%
2020	+48.62%	+15.03%	+82.31%	+32.67%
2019	+38.96%	+27.29%	+88.96%	+45.70%
2018	−0.13%	−5.56%	−5.39%	+10.60%
2017	+32.66%	+20.85%	+48.46%	+22.37%
2016	+7.10%	+16.45%	+12.48%	+0.28%
2015	+9.44%	−0.30%	−3.01%	+18.94%
2014	+19.18%	+11.69%	+40.62%	+20.46%
2013	+36.63%	+32.88%	+8.07%	+21.83%
2012	+18.11%	+11.39%	+32.57%	+28.40%
2011	+3.38%	+5.31%	+25.56%	+16.74%
2010	+19.91%	—	+53.07%	+23.68%
2009	+54.70%	—	+146.91%	+14.32%
2008	−41.73%	—	−56.91%	−23.99%
2007	+19.03%	—	+133.48%	+33.22%
2006	+7.14%	—	+18.01%	+7.91%
2005	+1.58%	—	+123.27%	+3.19%
2004	+10.52%	—	+201.37%	+31.14%
2003	+49.67%	—	+49.14%	+32.50%
2002	−37.37%	—	−34.58%	−36.77%
2001	−33.34%	—	+47.25%	+11.12%
2000	−36.11%	—	−71.07%	−12.47%
1999	+78.95%	—	+151.14%	+26.41%
1998	—	—	+211.97%	+61.76%
1997	—	—	−37.16%	+77.61%
1996	—	—	−34.49%	+64.75%
1995	—	—	−17.33%	+18.45%
1994	—	—	+35.18%	−33.12%
1993	—	—	−50.44%	+6.21%
1992	—	—	+6.92%	−27.86%
1991	—	—	+32.33%	+28.03%
1990	—	—	+23.47%	−15.14%
1989	—	—	−11.58%	+27.29%
1988	—	—	−3.35%	+14.50%
1987	—	—	+108.50%	+0.00%
1986	—	—	+84.22%	−74.01%
1985	—	—	−24.52%	+10.53%
1984	—	—	+19.50%	—
1983	—	—	−18.44%	—
1982	—	—	+35.05%	—
1981	—	—	−35.13%	—
1980	—	—	+18.66%	—

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Drawdowns

Thu 2011-10-20? to Fri 2025-08-01	Current Drawdown	Worst Drawdown
QQQ ×	−2.51%	−35.12% 2022-11-03
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SCHD ×	−8.13%	−33.37% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
AAPL ×	−21.68%	−43.80% 2013-04-19
Apple Inc NASDAQ Common Stock
COST ×	−11.31%	−31.40% 2022-05-20
Costco Wholesale Corp NASDAQ Common Stock