All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

QQQ,SCHD,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
COST
×
+4.35%
2025-08-01
51.56 TR
2025-08-01
Costco Wholesale Corp NASDAQ Common Stock

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
COST
×
+1,455.73%
+22.03%/yr
+22.15%/yr
(R2=0.979)
Costco Wholesale Corp NASDAQ Common Stock

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
COST
×
$10,000.00
2011-10-20
$155,573.41
2025-08-01
Costco Wholesale Corp NASDAQ Common Stock

Annual Returns

Year QQQ SCHD COST
2025 (YTD) +8.63% −1.61% +4.35%
2024 +25.58% +11.66% +39.62%
2023 +54.86% +4.54% +49.00%
2022 −32.58% −3.26% −19.05%
2021 +27.42% +29.87% +51.82%
2020 +48.62% +15.03% +32.67%
2019 +38.96% +27.29% +45.70%
2018 −0.13% −5.56% +10.60%
2017 +32.66% +20.85% +22.37%
2016 +7.10% +16.45% +0.28%
2015 +9.44% −0.30% +18.94%
2014 +19.18% +11.69% +20.46%
2013 +36.63% +32.88% +21.83%
2012 +18.11% +11.39% +28.40%
2011 +3.38% +5.31% +16.74%
2010 +19.91% +23.68%
2009 +54.70% +14.32%
2008 −41.73% −23.99%
2007 +19.03% +33.22%
2006 +7.14% +7.91%
2005 +1.58% +3.19%
2004 +10.52% +31.14%
2003 +49.67% +32.50%
2002 −37.37% −36.77%
2001 −33.34% +11.12%
2000 −36.11% −12.47%
1999 +78.95% +26.41%
1998 +61.76%
1997 +77.61%
1996 +64.75%
1995 +18.45%
1994 −33.12%
1993 +6.21%
1992 −27.86%
1991 +28.03%
1990 −15.14%
1989 +27.29%
1988 +14.50%
1987 +0.00%
1986 −74.01%
1985 +10.53%

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
COST
×
−11.31% −31.40%
2022-05-20
Costco Wholesale Corp NASDAQ Common Stock