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

Total Real Returns

SPY,QQQ,VT,SCHD: Total Return Chart (with Dividends Reinvested)

Thu 2011-10-20? to Thu 2026-04-02 YTD
Return
TR
Price
SPY
×
−3.56%
2026-04-02
27.12 TR
2026-04-02
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ
×
−4.65%
2026-04-02
13.56 TR
2026-04-02
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VT
×
−0.97%
2026-04-02
4.1 TR
2026-04-02
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
+12.35%
2026-04-02
5.807 TR
2026-04-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Thu 2026-04-02 Overall
Return
Exponential
Trendline
SPY
×
+596.48%
+14.37%/yr
+13.51%/yr
(R2=0.980)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ
×
+1,074.16%
+18.58%/yr
+18.85%/yr
(R2=0.980)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VT
×
+347.71%
+10.93%/yr
+9.70%/yr
(R2=0.955)
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
+480.70%
+12.95%/yr
+12.20%/yr
(R2=0.976)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Thu 2026-04-02 Start
Value
End
Value
SPY
×
$10,000.00
2011-10-20
$69,647.64
2026-04-02
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ
×
$10,000.00
2011-10-20
$117,415.64
2026-04-02
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VT
×
$10,000.00
2011-10-20
$44,771.18
2026-04-02
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$58,070.16
2026-04-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year SPY QQQ VT SCHD
2026 (YTD) −3.56% −4.65% −0.97% +12.35%
2025 +17.72% +20.77% +22.44% +4.34%
2024 +24.89% +25.58% +16.49% +11.66%
2023 +26.18% +54.86% +22.04% +4.54%
2022 −18.18% −32.58% −18.01% −3.26%
2021 +28.73% +27.42% +18.27% +29.87%
2020 +18.33% +48.62% +16.59% +15.03%
2019 +31.22% +38.96% +26.81% +27.29%
2018 −4.57% −0.13% −9.76% −5.56%
2017 +21.71% +32.66% +24.50% +20.85%
2016 +12.00% +7.10% +8.50% +16.45%
2015 +1.23% +9.44% −1.86% −0.30%
2014 +13.46% +19.18% +3.68% +11.69%
2013 +32.31% +36.63% +22.94% +32.88%
2012 +15.99% +18.11% +17.12% +11.39%
2011 +1.89% +3.38% −7.51% +5.31%
2010 +15.06% +19.91% +13.08%
2009 +26.35% +54.70% +32.66%
2008 −36.79% −41.73% −33.05%
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%

Drawdowns

Thu 2011-10-20? to Thu 2026-04-02 Current
Drawdown
Worst
Drawdown
SPY
×
−5.44% −33.72%
2020-03-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ
×
−7.75% −35.12%
2022-11-03
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VT
×
−6.19% −34.24%
2020-03-23
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
−3.27% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund