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