All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Mon 2016-09-12? to Fri 2025-05-23 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
QQQ × |
−0.24%
2025-05-23 |
11.75 TR
2025-05-23 |
||||
Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
VGT × |
−4.17%
2025-05-23 |
14.61 TR
2025-05-23 |
||||
Vanguard Information Technology Index Fund ETF Shares Exchange-Traded Fund | ||||||
VOO × |
−0.85%
2025-05-23 |
6.912 TR
2025-05-23 |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
FTEC × |
−4.09%
2025-05-23 |
7.929 TR
2025-05-23 |
||||
Fidelity MSCI Information Technology Index ETF Exchange-Traded Fund | ||||||
JMVYX × |
−2.42%
2025-05-23 |
2.335 TR
2025-05-23 |
||||
Jpmorgan Mid Cap Value Fund Class R6 Mutual Fund | ||||||
Mon 2016-09-12? to Fri 2025-05-23 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
QQQ × |
+367.01%
+19.40%/yr |
+18.85%/yr
(R2=0.924) |
||||
Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
VGT × |
+449.91%
+21.66%/yr |
+21.38%/yr
(R2=0.939) |
||||
Vanguard Information Technology Index Fund ETF Shares Exchange-Traded Fund | ||||||
VOO × |
+211.78%
+13.98%/yr |
+13.56%/yr
(R2=0.940) |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
FTEC × |
+438.67%
+21.38%/yr |
+21.05%/yr
(R2=0.939) |
||||
Fidelity MSCI Information Technology Index ETF Exchange-Traded Fund | ||||||
JMVYX × |
+133.46%
+10.25%/yr |
+11.14%/yr
(R2=0.863) |
||||
Jpmorgan Mid Cap Value Fund Class R6 Mutual Fund | ||||||
Mon 2016-09-12? to Fri 2025-05-23 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
QQQ × |
$10,000.00
2016-09-12 |
$46,701.01
2025-05-23 |
||||
Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
VGT × |
$10,000.00
2016-09-12 |
$54,991.35
2025-05-23 |
||||
Vanguard Information Technology Index Fund ETF Shares Exchange-Traded Fund | ||||||
VOO × |
$10,000.00
2016-09-12 |
$31,178.13
2025-05-23 |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
FTEC × |
$10,000.00
2016-09-12 |
$53,867.50
2025-05-23 |
||||
Fidelity MSCI Information Technology Index ETF Exchange-Traded Fund | ||||||
JMVYX × |
$10,000.00
2016-09-12 |
$23,346.43
2025-05-23 |
||||
Jpmorgan Mid Cap Value Fund Class R6 Mutual Fund | ||||||
Year | QQQ | VGT | VOO | FTEC | JMVYX |
---|---|---|---|---|---|
2025 (YTD) | −0.24% | −4.17% | −0.85% | −4.09% | −2.42% |
2024 | +25.58% | +29.30% | +24.98% | +29.40% | +14.38% |
2023 | +54.86% | +52.66% | +26.32% | +53.30% | +11.46% |
2022 | −32.58% | −29.70% | −18.17% | −29.59% | −8.00% |
2021 | +27.42% | +30.45% | +28.79% | +30.49% | +51.71% |
2020 | +48.62% | +46.04% | +18.32% | +45.83% | +0.38% |
2019 | +38.96% | +48.62% | +31.37% | +48.93% | +27.12% |
2018 | −0.13% | +2.46% | −4.50% | −0.39% | −11.66% |
2017 | +32.66% | +37.08% | +21.77% | +36.83% | +13.68% |
2016 | +7.10% | +13.77% | +12.17% | +13.91% | +4.93% |
2015 | +9.44% | +5.05% | +1.33% | +4.97% | — |
2014 | +19.18% | +18.02% | +13.56% | +18.34% | — |
2013 | +36.63% | +30.97% | +32.39% | +8.30% | — |
2012 | +18.11% | +13.96% | +15.99% | — | — |
2011 | +3.38% | +0.54% | +1.90% | — | — |
2010 | +19.91% | +12.78% | +14.78% | — | — |
2009 | +54.70% | +61.89% | — | — | — |
2008 | −41.73% | −42.82% | — | — | — |
2007 | +19.03% | +14.78% | — | — | — |
2006 | +7.14% | +8.85% | — | — | — |
2005 | +1.58% | +3.00% | — | — | — |
2004 | +10.52% | −2.86% | — | — | — |
2003 | +49.67% | — | — | — | — |
2002 | −37.37% | — | — | — | — |
2001 | −33.34% | — | — | — | — |
2000 | −36.11% | — | — | — | — |
1999 | +78.95% | — | — | — | — |
Mon 2016-09-12? to Fri 2025-05-23 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
QQQ × | −5.47% |
−35.12%
2022-11-03 |
||||
Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
VGT × | −7.93% |
−35.07%
2022-10-14 |
||||
Vanguard Information Technology Index Fund ETF Shares Exchange-Traded Fund | ||||||
VOO × | −5.22% |
−33.99%
2020-03-23 |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
FTEC × | −7.92% |
−34.95%
2022-10-14 |
||||
Fidelity MSCI Information Technology Index ETF Exchange-Traded Fund | ||||||
JMVYX × | −9.06% |
−43.08%
2020-03-23 |
||||
Jpmorgan Mid Cap Value Fund Class R6 Mutual Fund | ||||||