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

Total Real Returns

QQQ,VUG,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
VUG
×
+23.44%
2024-09-27
9.651 TR
2024-09-27
Vanguard Growth Index Fund ETF Shares 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
VUG
×
+627.27%
+16.57%/yr
+15.28%/yr
(R2=0.962)
Vanguard Growth Index Fund ETF Shares 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
VUG
×
$10,000.00
2011-10-20
$72,727.00
2024-09-27
Vanguard Growth Index Fund ETF Shares 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 VUG SCHD
2024 (YTD) +19.37% +23.44% +13.73%
2023 +54.86% +46.83% +4.54%
2022 −32.58% −33.16% −3.26%
2021 +27.42% +27.35% +29.87%
2020 +48.62% +40.25% +15.03%
2019 +38.96% +37.03% +27.29%
2018 −0.13% −3.32% −5.56%
2017 +32.66% +27.72% +20.85%
2016 +7.10% +6.27% +16.45%
2015 +9.44% +3.24% −0.30%
2014 +19.18% +13.61% +11.69%
2013 +36.63% +32.48% +32.88%
2012 +18.11% +17.01% +11.39%
2011 +3.38% +1.82% +5.31%
2010 +19.91% +17.22%
2009 +54.69% +36.13%
2008 −41.73% −38.02%
2007 +19.03% +12.52%
2006 +7.14% +9.19%
2005 +1.58% +5.02%
2004 +10.52% +4.99%
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
VUG
×
−2.34% −35.61%
2022-11-03
Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
−0.05% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund