All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2004-08-19π¬ to Wed 2026-09-23 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| MSFT × |
+1,600.88%
+13.68%/yr |
+16.93%/yr
R2=0.898 |
||||
| Microsoft Corporation NASDAQ Common Stock | ||||||
| GOOG × |
+7,536.75%
+21.68%/yr |
+16.09%/yr
R2=0.949 |
||||
| Alphabet Inc Class C NASDAQ Common Stock | ||||||
| AAPL × |
+41,314.00%
+31.36%/yr |
+25.70%/yr
R2=0.969 |
||||
| Apple Inc. NASDAQ Common Stock | ||||||
| IBM × |
+209.54%
+5.25%/yr |
+4.19%/yr
R2=0.595 |
||||
| International Business Machines NYSE Common Stock | ||||||
| Thu 2004-08-19π¬ to Wed 2026-09-23 |
Start
Value |
End
Value |
|---|---|---|
| MSFT × |
$10,000.00
2004-08-19 |
$170,088.24
2026-09-23 |
| GOOG × |
$10,000.00
2004-08-19 |
$763,675.34
2026-09-23 |
| AAPL × |
$10,000.00
2004-08-19 |
$4,141,399.55
2026-09-23 |
| IBM × |
$10,000.00
2004-08-19 |
$30,953.64
2026-09-23 |
| YTD | YoY | |
|---|---|---|
| MSFT × | +0.56% | β4.16% |
| GOOG × | +3.25% | +28.70% |
| AAPL × | +20.00% | +28.56% |
| IBM × | β22.60% | β15.17% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| MSFT × |
β10.00%
on 2026-09-23 from 2025-10-28 peak |
β58.61%
on 2009-03-09 from 2007-11-01 peak |
| GOOG × |
β16.40%
on 2026-09-23 from 2026-05-13 peak |
β65.96%
on 2008-11-24 from 2007-11-06 peak |
| AAPL × |
β1.34%
on 2026-09-23 from 2026-07-28 peak |
β61.01%
on 2009-01-20 from 2007-12-28 peak |
| IBM × |
β28.93%
on 2026-09-23 from 2026-06-02 peak |
β49.35%
on 2020-03-23 from 2013-03-14 peak |
| Period ending Wed 2026-09-23 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| MSFT × | β4.16% |
+10.13% +4.94%/yr |
+48.08% +13.98%/yr |
+42.20% +7.29%/yr |
+605.60% +21.58%/yr |
| GOOG × | +28.70% |
+94.22% +39.36%/yr |
+136.07% +33.15%/yr |
+94.71% +14.26%/yr |
+517.79% +19.97%/yr |
| AAPL × | +28.56% |
+40.89% +18.70%/yr |
+79.06% +21.43%/yr |
+92.18% +13.96%/yr |
+839.87% +25.11%/yr |
| IBM × | β15.17% |
+4.56% +2.26%/yr |
+59.24% +16.77%/yr |
+76.07% +11.98%/yr |
+71.25% +5.53%/yr |