QQQ,SCHG,MSFT,COST: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Fri 2009-12-11? to Thu 2025-07-03	YTD Return	TRR Price
QQQ ×	+6.87% 2025-07-03	6.567 TRR 2025-07-03
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SCHG ×	+3.63% 2025-07-03	7.158 TRR 2025-07-03
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
MSFT ×	+16.40% 2025-07-03	2834.32 TRR 2025-07-03
Microsoft Corporation NASDAQ Common Stock
COST ×	+5.79% 2025-07-03	307.39 TRR 2025-07-03
Costco Wholesale Corp NASDAQ Common Stock

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Returns

Fri 2009-12-11? to Thu 2025-07-03	Overall Return	Exponential Trendline
QQQ ×	+871.22% +15.73%/yr	+15.75%/yr (R2=0.972)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SCHG ×	+615.82% +13.49%/yr	+13.21%/yr (R2=0.965)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
MSFT ×	+1,395.32% +18.99%/yr	+23.39%/yr (R2=0.966)
Microsoft Corporation NASDAQ Common Stock
COST ×	+1,469.19% +19.36%/yr	+18.97%/yr (R2=0.984)
Costco Wholesale Corp NASDAQ Common Stock

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Growth of $10,000

Fri 2009-12-11? to Thu 2025-07-03	Start Value	End Value
QQQ ×	$10,000.00 2009-12-11	$97,122.40 2025-07-03
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SCHG ×	$10,000.00 2009-12-11	$71,581.51 2025-07-03
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
MSFT ×	$10,000.00 2009-12-11	$149,532.37 2025-07-03
Microsoft Corporation NASDAQ Common Stock
COST ×	$10,000.00 2009-12-11	$156,918.92 2025-07-03
Costco Wholesale Corp NASDAQ Common Stock

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Annual Returns

Year	QQQ	SCHG	MSFT	COST
2025 (YTD)	+6.87%	+3.63%	+16.40%	+5.79%
2024	+22.06%	+31.19%	+9.76%	+35.71%
2023	+49.84%	+45.23%	+53.06%	+44.18%
2022	−36.68%	−35.94%	−32.40%	−23.97%
2021	+19.04%	+19.65%	+42.45%	+41.84%
2020	+46.63%	+37.29%	+40.62%	+30.88%
2019	+35.86%	+32.96%	+54.04%	+42.45%
2018	−2.00%	−3.18%	+18.54%	+8.53%
2017	+29.92%	+25.40%	+37.80%	+19.84%
2016	+4.93%	+4.65%	+12.76%	−1.76%
2015	+8.64%	+2.49%	+21.79%	+18.08%
2014	+18.28%	+14.92%	+26.59%	+19.56%
2013	+34.61%	+32.07%	+42.16%	+20.03%
2012	+16.10%	+14.88%	+3.98%	+26.22%
2011	+0.41%	−3.60%	−7.26%	+13.36%
2010	+18.14%	+15.12%	−7.92%	+21.86%
2009	+50.58%	+2.82%	+56.25%	+11.30%
2008	−41.78%	—	−44.44%	−24.07%
2007	+14.35%	—	+16.07%	+27.98%
2006	+4.52%	—	+13.02%	+5.27%
2005	−1.80%	—	−4.22%	−0.24%
2004	+7.05%	—	+5.68%	+27.01%
2003	+46.91%	—	+4.85%	+30.05%
2002	−38.83%	—	−23.79%	−38.24%
2001	−34.36%	—	+50.41%	+9.43%
2000	−38.21%	—	−64.06%	−15.33%
1999	+75.06%	—	+63.98%	+23.10%
1998	—	—	+111.22%	+59.18%
1997	—	—	+53.81%	+74.62%
1996	—	—	+82.23%	+59.51%
1995	—	—	+39.99%	+15.50%
1994	—	—	+47.70%	−34.87%
1993	—	—	−8.10%	−23.51%
1992	—	—	+11.87%	−35.96%
1991	—	—	+115.17%	+124.29%
1990	—	—	+63.00%	+28.93%
1989	—	—	+56.18%	+133.25%
1988	—	—	−6.00%	+84.24%
1987	—	—	+115.36%	−40.93%
1986	—	—	+70.11%	+11.98%
1985	—	—	—	+10.21%

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Drawdowns

Fri 2009-12-11? to Thu 2025-07-03	Current Drawdown	Worst Drawdown
QQQ ×	0.00%	−39.59% 2022-11-03
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SCHG ×	−0.78%	−38.91% 2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
MSFT ×	0.00%	−41.48% 2022-11-03
Microsoft Corporation NASDAQ Common Stock
COST ×	−9.31%	−32.18% 2022-05-20
Costco Wholesale Corp NASDAQ Common Stock