All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2004-08-19π¬ to Fri 2026-08-28 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| MSFT × |
+1,649.80%
+13.88%/yr |
+16.92%/yr
R2=0.897 |
||||
| Microsoft Corporation NASDAQ Common Stock | ||||||
| GOOG × |
+7,733.95%
+21.90%/yr |
+16.06%/yr
R2=0.949 |
||||
| Alphabet Inc Class C NASDAQ Common Stock | ||||||
| AAPL × |
+39,297.05%
+31.17%/yr |
+25.72%/yr
R2=0.969 |
||||
| Apple Inc. NASDAQ Common Stock | ||||||
| IBM × |
+214.19%
+5.34%/yr |
+4.18%/yr
R2=0.591 |
||||
| International Business Machines NYSE Common Stock | ||||||
| Thu 2004-08-19π¬ to Fri 2026-08-28 |
Start
Value |
End
Value |
|---|---|---|
| MSFT × |
$10,000.00
2004-08-19 |
$174,979.66
2026-08-28 |
| GOOG × |
$10,000.00
2004-08-19 |
$783,395.50
2026-08-28 |
| AAPL × |
$10,000.00
2004-08-19 |
$3,939,705.06
2026-08-28 |
| IBM × |
$10,000.00
2004-08-19 |
$31,418.81
2026-08-28 |
| YTD | YoY | |
|---|---|---|
| MSFT × | +3.45% | β1.70% |
| GOOG × | +5.92% | +56.67% |
| AAPL × | +14.15% | +33.51% |
| IBM × | β21.44% | β4.82% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| MSFT × |
β7.41%
on 2026-08-28 from 2025-10-28 peak |
β58.61%
on 2009-03-09 from 2007-11-01 peak |
| GOOG × |
β14.24%
on 2026-08-28 from 2026-05-13 peak |
β65.96%
on 2008-11-24 from 2007-11-06 peak |
| AAPL × |
β6.14%
on 2026-08-28 from 2026-07-28 peak |
β61.01%
on 2009-01-20 from 2007-12-28 peak |
| IBM × |
β27.86%
on 2026-08-28 from 2026-06-02 peak |
β49.35%
on 2020-03-23 from 2013-03-14 peak |
| Period ending Fri 2026-08-28 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| MSFT × | β1.70% |
+19.47% +9.30%/yr |
+48.86% +14.18%/yr |
+45.86% +7.84%/yr |
+616.96% +21.77%/yr |
| GOOG × | +56.67% |
+97.51% +40.54%/yr |
+140.64% +34.01%/yr |
+95.52% +14.35%/yr |
+546.75% +20.52%/yr |
| AAPL × | +33.51% |
+33.85% +15.69%/yr |
+64.87% +18.14%/yr |
+80.22% +12.50%/yr |
+840.47% +25.12%/yr |
| IBM × | β4.82% |
+17.77% +8.52%/yr |
+62.25% +17.51%/yr |
+74.88% +11.83%/yr |
+69.82% +5.44%/yr |