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

Total Real Returns

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

Thu 2011-10-20? to Fri 2025-07-18 YTD
Return
TR
Price
QQQ
×
+10.07%
2025-07-18
12.96 TR
2025-07-18
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SPLG
×
+7.78%
2025-07-18
7.475 TR
2025-07-18
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
SCHD
×
+0.77%
2025-07-18
4.992 TR
2025-07-18
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
AOR
×
+8.27%
2025-07-18
3.8 TR
2025-07-18
iShares Core Growth Allocation ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Fri 2025-07-18 Overall
Return
Exponential
Trendline
QQQ
×
+1,022.38%
+19.24%/yr
+18.76%/yr
(R2=0.975)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SPLG
×
+567.40%
+14.81%/yr
+13.36%/yr
(R2=0.977)
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
SCHD
×
+399.20%
+12.41%/yr
+12.38%/yr
(R2=0.974)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
AOR
×
+179.37%
+7.76%/yr
+6.66%/yr
(R2=0.953)
iShares Core Growth Allocation ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Fri 2025-07-18 Start
Value
End
Value
QQQ
×
$10,000.00
2011-10-20
$112,237.86
2025-07-18
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SPLG
×
$10,000.00
2011-10-20
$66,739.58
2025-07-18
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$49,919.63
2025-07-18
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
AOR
×
$10,000.00
2011-10-20
$27,936.60
2025-07-18
iShares Core Growth Allocation ETF Exchange-Traded Fund

Annual Returns

Year QQQ SPLG SCHD AOR
2025 (YTD) +10.07% +7.78% +0.77% +8.27%
2024 +25.58% +25.00% +11.66% +10.68%
2023 +54.86% +26.25% +4.54% +15.74%
2022 −32.58% −18.10% −3.26% −15.65%
2021 +27.42% +28.78% +29.87% +11.19%
2020 +48.62% +18.49% +15.03% +11.42%
2019 +38.96% +31.99% +27.29% +18.91%
2018 −0.13% −4.78% −5.56% −5.83%
2017 +32.66% +21.30% +20.85% +15.80%
2016 +7.10% +11.82% +16.45% +6.68%
2015 +9.44% +1.15% −0.30% −1.07%
2014 +19.18% +13.69% +11.69% +6.43%
2013 +36.63% +33.17% +32.88% +15.66%
2012 +18.11% +15.16% +11.39% +11.44%
2011 +3.38% +1.71% +5.31% +1.13%
2010 +19.91% +15.89% +11.12%
2009 +54.70% +27.23% +19.00%
2008 −41.73% −36.90% +4.43%
2007 +19.03% +5.74%
2006 +7.14% +14.54%
2005 +1.58% +2.08%
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 2025-07-18 Current
Drawdown
Worst
Drawdown
QQQ
×
−0.10% −35.12%
2022-11-03
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SPLG
×
−0.03% −33.87%
2020-03-23
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
SCHD
×
−5.90% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
AOR
×
−0.29% −22.95%
2020-03-23
iShares Core Growth Allocation ETF Exchange-Traded Fund