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

Total Real Returns

QQQ vs. QQQI: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Growth of $10,000

Tue 2024-01-30💬 to Wed 2026-09-09 Overall
Return 		Exponential
Trendline
QQQ × 		+57.08%
+18.89%/yr 		+19.13%/yr
R2=0.869
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
QQQI × 		+45.61%
+15.49%/yr 		+16.12%/yr
R2=0.901
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2024-01-30💬 to Wed 2026-09-09 Start
Value 		End
Value
QQQ × 		$10,000.00
2024-01-30 		$15,707.62
2026-09-09
QQQI × 		$10,000.00
2024-01-30 		$14,561.04
2026-09-09

This Year’s Performance

through 2026-09-09

  YTD YoY
QQQ × 		+13.03% +19.97%
QQQI × 		+7.64% +13.62%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
QQQ × 		−3.91%
on 2026-09-09
from 2026-06-02 peak 		−23.54%
on 2025-04-08
from 2024-12-16 peak
QQQI × 		−2.12%
on 2026-09-09
from 2026-06-15 peak 		−20.36%
on 2025-04-08
from 2025-02-19 peak

Rolling Returns

Period ending Wed 2026-09-09 1 yr 2 yr 3 yr 5 yr 10 yr
QQQ × 		+19.97% +49.70%
+22.35%/yr 		+79.35%
+21.50%/yr 		+58.92%
+9.71%/yr 		+383.84%
+17.08%/yr
QQQI × 		+13.62% +39.57%
+18.14%/yr 		— — —

Annual Returns

Year QQQ QQQI
2026 (YTD) +13.03% +7.64%
2025 +17.63% +15.54%
2024 +22.06% +17.09%
2023 +49.84% —
2022 −36.67% —
2021 +19.04% —
2020 +46.63% —
2019 +35.86% —
2018 −2.00% —
2017 +29.92% —
2016 +4.92% —
2015 +8.64% —
2014 +18.29% —
2013 +34.61% —
2012 +16.10% —
2011 +0.40% —
2010 +18.14% —
2009 +50.60% —
2008 −41.78% —
2007 +14.35% —
2006 +4.51% —
2005 −1.79% —
2004 +7.04% —
2003 +46.91% —
2002 −38.82% —
2001 −34.36% —
2000 −38.21% —
1999 +75.08% —