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

Fri 2009-12-11? to Fri 2025-08-01	YTD Return	TRR Price
QQQ ×	+6.04% 2025-08-01	6.516 TRR 2025-08-01
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SCHG ×	+3.69% 2025-08-01	7.161 TRR 2025-08-01
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
MSFT ×	+21.85% 2025-08-01	2972.83 TRR 2025-08-01
Microsoft Corporation NASDAQ Common Stock
COST ×	+1.87% 2025-08-01	17.38 TRR 2025-08-01
Costco Wholesale Corp NASDAQ Common Stock

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Returns

Fri 2009-12-11? to Fri 2025-08-01	Overall Return	Exponential Trendline
QQQ ×	+863.77% +15.59%/yr	+15.75%/yr (R2=0.972)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SCHG ×	+616.12% +13.42%/yr	+13.23%/yr (R2=0.966)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
MSFT ×	+1,467.31% +19.24%/yr	+23.39%/yr (R2=0.967)
Microsoft Corporation NASDAQ Common Stock
COST ×	+1,410.74% +18.96%/yr	+18.98%/yr (R2=0.984)
Costco Wholesale Corp NASDAQ Common Stock

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Growth of $10,000

Fri 2009-12-11? to Fri 2025-08-01	Start Value	End Value
QQQ ×	$10,000.00 2009-12-11	$96,377.24 2025-08-01
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SCHG ×	$10,000.00 2009-12-11	$71,612.12 2025-08-01
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
MSFT ×	$10,000.00 2009-12-11	$156,731.46 2025-08-01
Microsoft Corporation NASDAQ Common Stock
COST ×	$10,000.00 2009-12-11	$151,073.75 2025-08-01
Costco Wholesale Corp NASDAQ Common Stock

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Annual Returns

Year	QQQ	SCHG	MSFT	COST
2025 (YTD)	+6.04%	+3.69%	+21.85%	+1.87%
2024	+22.06%	+31.17%	+9.77%	+35.71%
2023	+49.84%	+45.19%	+53.06%	+44.17%
2022	−36.68%	−35.93%	−32.40%	−23.97%
2021	+19.04%	+19.68%	+42.45%	+41.84%
2020	+46.63%	+37.30%	+40.62%	+30.88%
2019	+35.85%	+32.93%	+54.21%	+42.45%
2018	−1.99%	−3.17%	+18.54%	+8.53%
2017	+29.92%	+25.40%	+37.82%	+19.84%
2016	+4.92%	+4.66%	+12.74%	−1.75%
2015	+8.64%	+2.49%	+21.79%	+18.08%
2014	+18.29%	+14.94%	+26.62%	+19.56%
2013	+34.62%	+32.05%	+42.16%	+20.03%
2012	+16.10%	+14.89%	+3.97%	+26.20%
2011	+0.40%	−3.60%	−7.27%	+13.37%
2010	+18.14%	+15.14%	−7.90%	+21.86%
2009	+50.60%	+2.81%	+56.19%	+11.30%
2008	−41.78%	—	−44.43%	−24.06%
2007	+14.35%	—	+16.09%	+27.97%
2006	+4.51%	—	+12.99%	+5.26%
2005	−1.79%	—	−4.21%	−0.22%
2004	+7.04%	—	+5.70%	+26.99%
2003	+46.90%	—	+4.84%	+30.07%
2002	−38.82%	—	−23.79%	−38.25%
2001	−34.36%	—	+50.41%	+9.43%
2000	−38.21%	—	−64.07%	−15.33%
1999	+75.08%	—	+63.95%	+23.09%
1998	—	—	+111.25%	+59.22%
1997	—	—	+53.84%	+74.66%
1996	—	—	+82.22%	+59.50%
1995	—	—	+40.00%	+15.46%
1994	—	—	+47.66%	−34.86%
1993	—	—	−8.08%	+3.40%
1992	—	—	+11.87%	−29.93%
1991	—	—	+115.27%	+24.27%
1990	—	—	+62.96%	−20.06%
1989	—	—	+56.11%	+21.64%
1988	—	—	−5.97%	+9.68%
1987	—	—	+115.29%	−4.25%
1986	—	—	+70.28%	−74.29%
1985	—	—	—	+10.20%

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Drawdowns

Fri 2009-12-11? to Fri 2025-08-01	Current Drawdown	Worst Drawdown
QQQ ×	−2.54%	−39.59% 2022-11-03
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SCHG ×	−2.54%	−38.94% 2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
MSFT ×	−1.77%	−41.48% 2022-11-03
Microsoft Corporation NASDAQ Common Stock
COST ×	−12.68%	−32.18% 2022-05-20
Costco Wholesale Corp NASDAQ Common Stock