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

Thu 2011-10-20? to Wed 2025-05-21	YTD Return	TR Price
QQQ ×	+0.50% 2025-05-21	11.84 TR 2025-05-21
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SPLG ×	−0.21% 2025-05-21	6.921 TR 2025-05-21
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
SCHD ×	−3.94% 2025-05-21	4.759 TR 2025-05-21
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
AOR ×	+3.30% 2025-05-21	3.626 TR 2025-05-21
iShares Core Growth Allocation ETF Exchange-Traded Fund

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Returns

Thu 2011-10-20? to Wed 2025-05-21	Overall Return	Exponential Trendline
QQQ ×	+924.80% +18.68%/yr	+18.76%/yr (R2=0.974)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SPLG ×	+517.90% +14.35%/yr	+13.33%/yr (R2=0.976)
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
SCHD ×	+375.86% +12.17%/yr	+12.44%/yr (R2=0.974)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
AOR ×	+166.56% +7.48%/yr	+6.64%/yr (R2=0.951)
iShares Core Growth Allocation ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2011-10-20? to Wed 2025-05-21	Start Value	End Value
QQQ ×	$10,000.00 2011-10-20	$102,479.90 2025-05-21
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SPLG ×	$10,000.00 2011-10-20	$61,789.80 2025-05-21
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
SCHD ×	$10,000.00 2011-10-20	$47,585.94 2025-05-21
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
AOR ×	$10,000.00 2011-10-20	$26,656.30 2025-05-21
iShares Core Growth Allocation ETF Exchange-Traded Fund

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Annual Returns

Year	QQQ	SPLG	SCHD	AOR
2025 (YTD)	+0.50%	−0.21%	−3.94%	+3.30%
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%	—	+11.13%
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%	+2.07%	—	—
2004	+10.52%	—	—	—
2003	+49.67%	—	—	—
2002	−37.37%	—	—	—
2001	−33.34%	—	—	—
2000	−36.11%	—	—	—
1999	+78.95%	—	—	—

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Drawdowns

Thu 2011-10-20? to Wed 2025-05-21	Current Drawdown	Worst Drawdown
QQQ ×	−4.77%	−35.12% 2022-11-03
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SPLG ×	−4.59%	−33.87% 2020-03-23
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
SCHD ×	−10.30%	−33.37% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
AOR ×	−1.07%	−22.95% 2020-03-23
iShares Core Growth Allocation ETF Exchange-Traded Fund