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 2026-06-18 YTD
Return
1 Year
Return
MSFT
×
−23.95%
2026-06-18
−23.61%
2026-06-18
Microsoft Corporation NASDAQ Common Stock
AVGO
×
+14.94%
2026-06-18
+58.33%
2026-06-18
Broadcom Inc NASDAQ Common Stock
AMZN
×
+2.18%
2026-06-18
+10.32%
2026-06-18
Amazon.com Inc NASDAQ Common Stock
V
×
−9.58%
2026-06-18
−7.04%
2026-06-18
Visa Inc. Class A NYSE Common Stock
MA
×
−16.94%
2026-06-18
−12.27%
2026-06-18
Mastercard Inc NYSE Common Stock
SCHG
×
+0.41%
2026-06-18
+16.79%
2026-06-18
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SPY
×
+6.24%
2026-06-18
+21.59%
2026-06-18
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Returns

Fri 2009-12-11💬 to Thu 2026-06-18 Overall
Return
Exponential
Trendline
MSFT
×
+999.70%
+15.62%/yr
+22.75%/yr
(R2=0.966)
Microsoft Corporation NASDAQ Common Stock
AVGO
×
+22,306.64%
+38.77%/yr
+34.70%/yr
(R2=0.971)
Broadcom Inc NASDAQ Common Stock
AMZN
×
+2,245.88%
+21.05%/yr
+23.57%/yr
(R2=0.916)
Amazon.com Inc NASDAQ Common Stock
V
×
+1,066.97%
+16.04%/yr
+18.41%/yr
(R2=0.931)
Visa Inc. Class A NYSE Common Stock
MA
×
+1,310.40%
+17.38%/yr
+20.58%/yr
(R2=0.943)
Mastercard Inc NYSE Common Stock
SCHG
×
+693.72%
+13.36%/yr
+13.37%/yr
(R2=0.970)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SPY
×
+482.95%
+11.26%/yr
+10.78%/yr
(R2=0.973)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000

Fri 2009-12-11💬 to Thu 2026-06-18 Start
Value
End
Value
MSFT
×
$10,000.00
2009-12-11
$109,970.14
2026-06-18
Microsoft Corporation NASDAQ Common Stock
AVGO
×
$10,000.00
2009-12-11
$2,240,664.01
2026-06-18
Broadcom Inc NASDAQ Common Stock
AMZN
×
$10,000.00
2009-12-11
$234,587.82
2026-06-18
Amazon.com Inc NASDAQ Common Stock
V
×
$10,000.00
2009-12-11
$116,697.41
2026-06-18
Visa Inc. Class A NYSE Common Stock
MA
×
$10,000.00
2009-12-11
$141,039.97
2026-06-18
Mastercard Inc NYSE Common Stock
SCHG
×
$10,000.00
2009-12-11
$79,371.67
2026-06-18
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SPY
×
$10,000.00
2009-12-11
$58,294.52
2026-06-18
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Annual Returns

Year MSFT AVGO AMZN V MA SCHG SPY
2026 (YTD) −23.95% +14.94% +2.18% −9.58% −16.94% +0.41% +6.24%
2025 +12.57% +46.71% +2.47% +8.85% +6.20% +14.44% +14.65%
2024 +9.76% +104.60% +40.35% +18.89% +20.70% +31.18% +21.39%
2023 +53.07% +97.57% +75.02% +22.22% +19.41% +45.24% +22.09%
2022 −32.40% −18.54% −52.68% −9.27% −8.57% −35.94% −23.15%
2021 +42.45% +46.20% −4.35% −6.87% −5.49% +19.69% +20.27%
2020 +40.62% +42.93% +73.89% +15.55% +18.57% +37.27% +16.74%
2019 +54.04% +26.17% +20.28% +40.13% +55.60% +32.98% +28.29%
2018 +18.54% +0.27% +26.03% +14.31% +22.97% −3.20% −6.35%
2017 +37.82% +45.12% +52.73% +44.13% +44.63% +25.40% +19.19%
2016 +12.74% +21.14% +8.70% −0.69% +4.74% +4.65% +9.73%
2015 +21.80% +44.97% +116.20% +18.27% +12.98% +2.49% +0.50%
2014 +26.61% +91.77% −22.76% +17.75% +2.95% +14.93% +12.61%
2013 +42.16% +68.22% +56.61% +45.86% +68.15% +32.06% +30.35%
2012 +3.98% +9.69% +42.46% +47.90% +29.84% +14.89% +14.01%
2011 −7.27% −0.11% −6.61% +41.21% +61.91% −3.60% −1.04%
2010 −7.90% +53.45% +31.84% −20.19% −13.52% +15.12% +13.36%
2009 +56.22% +12.77% +155.38% +63.41% +74.96% +2.82% +23.01%
2008 −44.44% −44.70% −5.70% −33.45% −36.85%
2007 +16.09% +125.54% +110.77% +1.01%
2006 +12.99% −18.36% +114.94% +13.00%
2005 −4.22% +2.93% +1.35%
2004 +5.69% −18.48% +7.21%
2003 +4.85% +173.42% +25.82%
2002 −23.77% +70.53% −23.40%
2001 +50.41% −31.53% −13.10%
2000 −64.07% −80.23% −12.70%
1999 +63.96% +38.46% +17.24%
1998 +111.20% +949.65% +26.65%
1997 +53.81% +154.56% +31.24%
1996 +82.27% +18.63%
1995 +40.00% +34.61%
1994 +47.68% −2.22%
1993 −8.10% +6.22%
1992 +11.87%
1991 +115.18%
1990 +63.01%
1989 +56.16%
1988 −5.98%
1987 +115.28%
1986 +70.22%

Drawdowns

Fri 2009-12-11💬 to Thu 2026-06-18 Current
Drawdown
Worst
Drawdown
MSFT
×
−31.94%
from 2025-10-28 peak
−41.48%
2022-11-03
from 2021-11-19 peak
Microsoft Corporation NASDAQ Common Stock
AVGO
×
−14.73%
from 2026-06-02 peak
−48.52%
2020-03-18
from 2019-12-12 peak
Broadcom Inc NASDAQ Common Stock
AMZN
×
−11.75%
from 2026-05-06 peak
−59.82%
2022-12-28
from 2021-07-08 peak
Amazon.com Inc NASDAQ Common Stock
V
×
−15.31%
from 2025-06-11 peak
−36.32%
2020-03-23
from 2020-02-19 peak
Visa Inc. Class A NYSE Common Stock
MA
×
−20.81%
from 2025-08-22 peak
−40.96%
2020-03-23
from 2020-02-19 peak
Mastercard Inc NYSE Common Stock
SCHG
×
−4.15%
from 2026-06-01 peak
−38.93%
2023-01-05
from 2021-11-19 peak
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SPY
×
−1.61%
from 2026-06-02 peak
−33.67%
2020-03-23
from 2020-02-19 peak
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Rolling Returns

Period ending Thu 2026-06-18 1
Year
2
Years
3
Years
5
Years
10
Years
MSFT
×
−23.61% −19.23%
−10.13%/yr
+2.93%
+0.97%/yr
+22.84%
+4.20%/yr
+513.56%
+19.89%/yr
Microsoft Corporation NASDAQ Common Stock
AVGO
×
+58.33% +117.86%
+47.60%/yr
+347.37%
+64.77%/yr
+690.72%
+51.22%/yr
+2,327.23%
+37.57%/yr
Broadcom Inc NASDAQ Common Stock
AMZN
×
+10.32% +25.07%
+11.83%/yr
+76.69%
+20.89%/yr
+13.00%
+2.47%/yr
+395.95%
+17.37%/yr
Amazon.com Inc NASDAQ Common Stock
V
×
−7.04% +13.59%
+6.58%/yr
+32.70%
+9.89%/yr
+18.86%
+3.52%/yr
+226.90%
+12.58%/yr
Visa Inc. Class A NYSE Common Stock
MA
×
−12.27% +3.01%
+1.49%/yr
+20.12%
+6.30%/yr
+10.64%
+2.04%/yr
+299.32%
+14.85%/yr
Mastercard Inc NYSE Common Stock
SCHG
×
+16.79% +26.03%
+12.27%/yr
+68.35%
+18.96%/yr
+58.13%
+9.60%/yr
+299.14%
+14.85%/yr
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SPY
×
+21.59% +30.80%
+14.37%/yr
+60.03%
+16.97%/yr
+55.24%
+9.19%/yr
+204.26%
+11.77%/yr
SPDR S&P 500 ETF Trust Exchange-Traded Fund