All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2004-08-19π¬ to Fri 2026-08-07 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| MSFT × |
+1,598.22%
+13.76%/yr |
+16.92%/yr
R2=0.896 |
||||
| Microsoft Corporation NASDAQ Common Stock | ||||||
| GOOG × |
+7,965.28%
+22.12%/yr |
+16.03%/yr
R2=0.949 |
||||
| Alphabet Inc Class C NASDAQ Common Stock | ||||||
| AAPL × |
+38,427.68%
+31.13%/yr |
+25.74%/yr
R2=0.969 |
||||
| Apple Inc. NASDAQ Common Stock | ||||||
| IBM × |
+213.77%
+5.34%/yr |
+4.16%/yr
R2=0.588 |
||||
| International Business Machines NYSE Common Stock | ||||||
| Thu 2004-08-19π¬ to Fri 2026-08-07 |
Start
Value |
End
Value |
|---|---|---|
| MSFT × |
$10,000.00
2004-08-19 |
$169,821.78
2026-08-07 |
| GOOG × |
$10,000.00
2004-08-19 |
$806,527.85
2026-08-07 |
| AAPL × |
$10,000.00
2004-08-19 |
$3,852,768.24
2026-08-07 |
| IBM × |
$10,000.00
2004-08-19 |
$31,377.41
2026-08-07 |
| YTD | YoY | |
|---|---|---|
| MSFT × | +0.40% | β6.68% |
| GOOG × | +9.04% | +73.29% |
| AAPL × | +11.63% | +37.88% |
| IBM × | β21.54% | β6.18% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| MSFT × |
β10.14%
on 2026-08-07 from 2025-10-28 peak |
β58.61%
on 2009-03-09 from 2007-11-01 peak |
| GOOG × |
β11.70%
on 2026-08-07 from 2026-05-13 peak |
β65.96%
on 2008-11-24 from 2007-11-06 peak |
| AAPL × |
β7.95%
on 2026-08-07 from 2026-07-28 peak |
β61.01%
on 2009-01-20 from 2007-12-28 peak |
| IBM × |
β27.96%
on 2026-08-07 from 2026-06-02 peak |
β49.35%
on 2020-03-23 from 2013-03-14 peak |
| Period ending Fri 2026-08-07 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| MSFT × | β6.68% |
+19.64% +9.38%/yr |
+41.54% +12.28%/yr |
+46.66% +7.96%/yr |
+600.58% +21.49%/yr |
| GOOG × | +73.29% |
+107.97% +44.21%/yr |
+146.73% +35.13%/yr |
+112.03% +16.22%/yr |
+554.64% +20.67%/yr |
| AAPL × | +37.88% |
+41.38% +18.90%/yr |
+62.18% +17.49%/yr |
+78.96% +12.34%/yr |
+814.53% +24.77%/yr |
| IBM × | β6.18% |
+25.98% +12.24%/yr |
+63.24% +17.75%/yr |
+70.68% +11.28%/yr |
+65.54% +5.17%/yr |