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

Total Real Returns

QQQ vs. BALQ: Total Return Chart (with Dividends Reinvested)

Growth of $10,000

Wed 2025-12-03💬 to Fri 2026-09-11 Overall
Return 		Exponential
Trendline
QQQ × 		+15.07%
+19.94%/yr 		+33.86%/yr
R2=0.653
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
BALQ × 		+20.34%
+27.10%/yr 		+39.74%/yr
R2=0.728
iShares Nasdaq Premium Income Active ETF NASDAQ Exchange-Traded Fund

Growth of $10,000 Summary

Wed 2025-12-03💬 to Fri 2026-09-11 Start
Value 		End
Value
QQQ × 		$10,000.00
2025-12-03 		$11,507.16
2026-09-11
BALQ × 		$10,000.00
2025-12-03 		$12,034.07
2026-09-11

This Year’s Performance

through 2026-09-11

  YTD YoY
QQQ × 		+16.65% +22.98%
BALQ × 		+20.94% —

Drawdowns

  Current
Drawdown 		Worst
Drawdown
QQQ × 		−4.09%
on 2026-09-11
from 2026-06-02 peak 		−11.72%
on 2026-03-30
from 2026-01-28 peak
BALQ × 		−1.80%
on 2026-09-11
from 2026-06-02 peak 		−11.79%
on 2026-03-30
from 2026-01-28 peak

Rolling Returns

Period ending Fri 2026-09-11 1 yr 2 yr 3 yr 5 yr 10 yr
QQQ × 		+22.98% +54.15%
+24.16%/yr 		+92.95%
+24.49%/yr 		+95.60%
+14.36%/yr 		+571.33%
+20.97%/yr
BALQ × 		— — — — —

Annual Returns

Year QQQ BALQ
2026 (YTD) +16.65% +20.94%
2025 +20.77% −0.49%
2024 +25.58% —
2023 +54.86% —
2022 −32.58% —
2021 +27.42% —
2020 +48.62% —
2019 +38.96% —
2018 −0.13% —
2017 +32.66% —
2016 +7.10% —
2015 +9.44% —
2014 +19.18% —
2013 +36.63% —
2012 +18.11% —
2011 +3.38% —
2010 +19.91% —
2009 +54.70% —
2008 −41.73% —
2007 +19.03% —
2006 +7.14% —
2005 +1.58% —
2004 +10.52% —
2003 +49.67% —
2002 −37.37% —
2001 −33.34% —
2000 −36.11% —
1999 +78.95% —