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

Total Real Returns

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

Thu 2011-10-20? to Fri 2024-09-27 YTD
Return
TR
Price
QQQ
×
+19.37%
2024-09-27
11.19 TR
2024-09-27
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SCHG
×
+25.34%
2024-09-27
9.387 TR
2024-09-27
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHD
×
+13.73%
2024-09-27
5.046 TR
2024-09-27
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Fri 2024-09-27 Overall
Return
Exponential
Trendline
QQQ
×
+869.11%
+19.19%/yr
+18.75%/yr
(R2=0.973)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SCHG
×
+706.78%
+17.51%/yr
+16.05%/yr
(R2=0.967)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHD
×
+404.55%
+13.32%/yr
+12.56%/yr
(R2=0.973)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Fri 2024-09-27 Start
Value
End
Value
QQQ
×
$10,000.00
2011-10-20
$96,910.99
2024-09-27
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SCHG
×
$10,000.00
2011-10-20
$80,678.43
2024-09-27
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$50,455.39
2024-09-27
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year QQQ SCHG SCHD
2024 (YTD) +19.37% +25.34% +13.73%
2023 +54.86% +50.10% +4.54%
2022 −32.58% −31.80% −3.26%
2021 +27.42% +28.11% +29.87%
2020 +48.62% +39.14% +15.03%
2019 +38.96% +36.02% +27.29%
2018 −0.13% −1.36% −5.56%
2017 +32.66% +28.05% +20.85%
2016 +7.10% +7.09% +16.45%
2015 +9.44% +3.24% −0.30%
2014 +19.18% +15.80% +11.69%
2013 +36.63% +34.04% +32.88%
2012 +18.11% +16.88% +11.39%
2011 +3.38% −0.74% +5.31%
2010 +19.91% +16.85%
2009 +54.69% +2.70%
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%

Drawdowns

Thu 2011-10-20? to Fri 2024-09-27 Current
Drawdown
Worst
Drawdown
QQQ
×
−3.09% −35.12%
2022-11-03
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SCHG
×
−1.83% −34.59%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHD
×
−0.05% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund