All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

MSFT,AVGO,AMZN,V,MA,SCHG,SPY: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Fri 2009-12-11? to Thu 2026-04-02 YTD
Return
TRR
Price
MSFT
×
−23.43%
2026-04-02
2100.45 TRR
2026-04-02
Microsoft Corporation NASDAQ Common Stock
AVGO
×
−9.90%
2026-04-02
179.33 TRR
2026-04-02
Broadcom Inc NASDAQ Common Stock
AMZN
×
−10.09%
2026-04-02
1047.8 TRR
2026-04-02
Amazon.com Inc NASDAQ Common Stock
V
×
−14.98%
2026-04-02
15.71 TRR
2026-04-02
Visa Inc. Class A NYSE Common Stock
MA
×
−14.36%
2026-04-02
73.02 TRR
2026-04-02
Mastercard Inc NYSE Common Stock
SCHG
×
−10.66%
2026-04-02
7.062 TRR
2026-04-02
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SPY
×
−4.60%
2026-04-02
11.8 TRR
2026-04-02
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Returns

Fri 2009-12-11? to Thu 2026-04-02 Overall
Return
Exponential
Trendline
MSFT
×
+1,008.52%
+15.90%/yr
+23.00%/yr
(R2=0.967)
Microsoft Corporation NASDAQ Common Stock
AVGO
×
+17,462.81%
+37.29%/yr
+34.41%/yr
(R2=0.971)
Broadcom Inc NASDAQ Common Stock
AMZN
×
+1,964.67%
+20.40%/yr
+23.77%/yr
(R2=0.915)
Amazon.com Inc NASDAQ Common Stock
V
×
+997.41%
+15.82%/yr
+18.66%/yr
(R2=0.934)
Visa Inc. Class A NYSE Common Stock
MA
×
+1,353.86%
+17.84%/yr
+20.88%/yr
(R2=0.946)
Mastercard Inc NYSE Common Stock
SCHG
×
+606.19%
+12.74%/yr
+13.35%/yr
(R2=0.969)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SPY
×
+423.49%
+10.68%/yr
+10.75%/yr
(R2=0.972)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000

Fri 2009-12-11? to Thu 2026-04-02 Start
Value
End
Value
MSFT
×
$10,000.00
2009-12-11
$110,851.88
2026-04-02
Microsoft Corporation NASDAQ Common Stock
AVGO
×
$10,000.00
2009-12-11
$1,756,281.41
2026-04-02
Broadcom Inc NASDAQ Common Stock
AMZN
×
$10,000.00
2009-12-11
$206,466.54
2026-04-02
Amazon.com Inc NASDAQ Common Stock
V
×
$10,000.00
2009-12-11
$109,740.97
2026-04-02
Visa Inc. Class A NYSE Common Stock
MA
×
$10,000.00
2009-12-11
$145,385.98
2026-04-02
Mastercard Inc NYSE Common Stock
SCHG
×
$10,000.00
2009-12-11
$70,619.30
2026-04-02
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SPY
×
$10,000.00
2009-12-11
$52,349.14
2026-04-02
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Annual Returns

Year MSFT AVGO AMZN V MA SCHG SPY
2026 (YTD) −23.43% −9.90% −10.09% −14.98% −14.36% −10.66% −4.60%
2025 +12.57% +46.71% +2.47% +8.85% +6.20% +14.42% +14.65%
2024 +9.77% +104.60% +40.35% +18.89% +20.69% +31.18% +21.39%
2023 +53.06% +97.57% +75.02% +22.21% +19.41% +45.30% +22.09%
2022 −32.40% −18.54% −52.68% −9.27% −8.57% −35.96% −23.15%
2021 +42.45% +46.18% −4.36% −6.87% −5.49% +19.70% +20.26%
2020 +40.62% +42.93% +73.90% +15.55% +18.57% +37.28% +16.74%
2019 +54.21% +26.19% +20.27% +40.13% +55.61% +32.99% +28.29%
2018 +18.54% +0.26% +26.04% +14.30% +22.96% −3.23% −6.35%
2017 +37.82% +45.12% +52.72% +44.13% +44.63% +25.39% +19.19%
2016 +12.74% +21.16% +8.70% −0.68% +4.74% +4.65% +9.73%
2015 +21.80% +44.92% +116.17% +18.28% +12.99% +2.50% +0.50%
2014 +26.61% +91.81% −22.76% +17.74% +2.95% +14.93% +12.61%
2013 +42.18% +68.24% +56.59% +45.86% +68.14% +32.06% +30.35%
2012 +3.98% +9.66% +42.52% +47.90% +29.85% +14.89% +14.01%
2011 −7.28% −0.10% −6.62% +41.23% +61.92% −3.61% −1.04%
2010 −7.90% +53.44% +31.86% −20.20% −13.52% +15.13% +13.35%
2009 +56.19% +12.77% +155.32% +63.40% +74.93% +2.83% +23.01%
2008 −44.43% −44.70% −5.69% −33.44% −36.85%
2007 +16.09% +125.54% +110.74% +1.01%
2006 +12.99% −18.35% +115.00% +13.00%
2005 −4.21% +2.91% +1.36%
2004 +5.69% −18.48% +7.21%
2003 +4.84% +173.45% +25.82%
2002 −23.78% +70.49% −23.41%
2001 +50.40% −31.54% −13.10%
2000 −64.06% −80.22% −12.70%
1999 +63.97% +38.47% +17.24%
1998 +111.16% +949.64% +26.65%
1997 +53.81% +154.60% +31.24%
1996 +82.29% +18.63%
1995 +40.00% +34.60%
1994 +47.66% −2.22%
1993 −8.08% +6.23%
1992 +11.87%
1991 +115.15%
1990 +63.00%
1989 +56.13%
1988 −5.99%
1987 +115.34%
1986 +70.08%

Drawdowns

Fri 2009-12-11? to Thu 2026-04-02 Current
Drawdown
Worst
Drawdown
MSFT
×
−31.47% −41.48%
2022-11-03
Microsoft Corporation NASDAQ Common Stock
AVGO
×
−24.34% −48.54%
2020-03-18
Broadcom Inc NASDAQ Common Stock
AMZN
×
−18.21% −59.82%
2022-12-28
Amazon.com Inc NASDAQ Common Stock
V
×
−20.36% −36.32%
2020-03-23
Visa Inc. Class A NYSE Common Stock
MA
×
−18.36% −40.96%
2020-03-23
Mastercard Inc NYSE Common Stock
SCHG
×
−13.32% −38.96%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SPY
×
−6.28% −33.67%
2020-03-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund