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

Total Real Returns

SCHG,FSPGX,QQQM: Total Return Chart (with Dividends Reinvested)

Tue 2020-10-13? to Thu 2026-04-02 YTD
Return
TR
Price
SCHG
×
−9.70%
2026-04-02
10.7 TR
2026-04-02
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
FSPGX
×
−8.99%
2026-04-02
4.93 TR
2026-04-02
Fidelity Large Cap Growth Index Fund Institutional Premium Class Mutual Fund
QQQM
×
−4.64%
2026-04-02
2.06 TR
2026-04-02
Invesco NASDAQ 100 ETF NASDAQ Exchange-Traded Fund

Returns

Tue 2020-10-13? to Thu 2026-04-02 Overall
Return
Exponential
Trendline
SCHG
×
+97.81%
+13.29%/yr
+15.41%/yr
(R2=0.733)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
FSPGX
×
+100.17%
+13.53%/yr
+15.24%/yr
(R2=0.762)
Fidelity Large Cap Growth Index Fund Institutional Premium Class Mutual Fund
QQQM
×
+105.97%
+14.13%/yr
+14.91%/yr
(R2=0.735)
Invesco NASDAQ 100 ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Tue 2020-10-13? to Thu 2026-04-02 Start
Value
End
Value
SCHG
×
$10,000.00
2020-10-13
$19,780.81
2026-04-02
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
FSPGX
×
$10,000.00
2020-10-13
$20,016.83
2026-04-02
Fidelity Large Cap Growth Index Fund Institutional Premium Class Mutual Fund
QQQM
×
$10,000.00
2020-10-13
$20,596.82
2026-04-02
Invesco NASDAQ 100 ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year SCHG FSPGX QQQM
2026 (YTD) −9.70% −8.99% −4.64%
2025 +17.50% +18.54% +20.85%
2024 +34.96% +33.27% +25.68%
2023 +50.10% +42.77% +55.01%
2022 −31.80% −29.17% −32.52%
2021 +28.11% +29.81% +27.45%
2020 +39.14% +40.11% +6.67%
2019 +36.02% +36.44%
2018 −1.36% −1.35%
2017 +28.05% +30.42%
2016 +6.82% +6.21%
2015 +3.24%
2014 +15.80%
2013 +34.04%
2012 +16.88%
2011 −0.74%
2010 +16.84%
2009 +2.70%

Drawdowns

Tue 2020-10-13? to Thu 2026-04-02 Current
Drawdown
Worst
Drawdown
SCHG
×
−12.48% −34.59%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
FSPGX
×
−12.28% −32.66%
2022-10-14
Fidelity Large Cap Growth Index Fund Institutional Premium Class Mutual Fund
QQQM
×
−7.75% −35.05%
2022-11-03
Invesco NASDAQ 100 ETF NASDAQ Exchange-Traded Fund