All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Tue 2024-01-30💬 to Fri 2026-08-21 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| QQQI × |
+57.27%
+19.37%/yr |
+19.58%/yr
R2=0.926 |
||||
| NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SPY × |
+60.69%
+20.38%/yr |
+18.37%/yr
R2=0.917 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| QQQ × |
+70.00%
+23.06%/yr |
+22.58%/yr
R2=0.892 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Tue 2024-01-30💬 to Fri 2026-08-21 |
Start
Value |
End
Value |
|---|---|---|
| QQQI × |
$10,000.00
2024-01-30 |
$15,727.12
2026-08-21 |
| SPY × |
$10,000.00
2024-01-30 |
$16,069.39
2026-08-21 |
| QQQ × |
$10,000.00
2024-01-30 |
$17,000.35
2026-08-21 |
| YTD | YoY | |
|---|---|---|
| QQQI × | +10.63% | +19.87% |
| SPY × | +12.89% | +21.82% |
| QQQ × | +16.41% | +27.27% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| QQQI × |
−2.64%
on 2026-08-21 from 2026-06-02 peak |
−20.00%
on 2025-04-08 from 2025-02-19 peak |
| SPY × |
−1.56%
on 2026-08-21 from 2026-08-13 peak |
−18.76%
on 2025-04-08 from 2025-02-19 peak |
| QQQ × |
−4.28%
on 2026-08-21 from 2026-06-02 peak |
−22.77%
on 2025-04-08 from 2025-02-19 peak |
| Period ending Fri 2026-08-21 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| QQQI × | +19.87% |
+41.15% +18.81%/yr |
— | — | — |
| SPY × | +21.82% |
+39.82% +18.25%/yr |
+80.91% +21.85%/yr |
+84.79% +13.07%/yr |
+311.34% +15.19%/yr |
| QQQ × | +27.27% |
+49.41% +22.24%/yr |
+99.48% +25.88%/yr |
+99.90% +14.86%/yr |
+552.95% +20.64%/yr |
| Year | QQQI | SPY | QQQ |
|---|---|---|---|
| 2026 (YTD) | +10.63% | +12.89% | +16.41% |
| 2025 | +18.62% | +17.72% | +20.77% |
| 2024 | +19.84% | +24.89% | +25.58% |
| 2023 | — | +26.18% | +54.86% |
| 2022 | — | −18.18% | −32.58% |
| 2021 | — | +28.73% | +27.42% |
| 2020 | — | +18.33% | +48.62% |
| 2019 | — | +31.22% | +38.96% |
| 2018 | — | −4.57% | −0.13% |
| 2017 | — | +21.71% | +32.66% |
| 2016 | — | +12.00% | +7.10% |
| 2015 | — | +1.23% | +9.44% |
| 2014 | — | +13.46% | +19.18% |
| 2013 | — | +32.31% | +36.63% |
| 2012 | — | +15.99% | +18.11% |
| 2011 | — | +1.90% | +3.38% |
| 2010 | — | +15.06% | +19.91% |
| 2009 | — | +26.35% | +54.70% |
| 2008 | — | −36.79% | −41.73% |
| 2007 | — | +5.15% | +19.03% |
| 2006 | — | +15.85% | +7.14% |
| 2005 | — | +4.83% | +1.58% |
| 2004 | — | +10.70% | +10.52% |
| 2003 | — | +28.18% | +49.67% |
| 2002 | — | −21.58% | −37.37% |
| 2001 | — | −11.76% | −33.34% |
| 2000 | — | −9.74% | −36.11% |
| 1999 | — | +20.39% | +78.95% |
| 1998 | — | +28.69% | — |
| 1997 | — | +33.48% | — |
| 1996 | — | +22.56% | — |
| 1995 | — | +38.04% | — |
| 1994 | — | +0.40% | — |
| 1993 | — | +8.64% | — |
