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

Total Real Returns

QQQ,VT,VOO,QQQI,JEPQ: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Tue 2024-01-30? to Wed 2026-04-01 YTD
Return
TRR
Price
QQQ
×
−5.78%
2026-04-01
6.81 TRR
2026-04-01
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VT
×
−1.80%
2026-04-01
2.741 TRR
2026-04-01
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
VOO
×
−4.68%
2026-04-01
5.275 TRR
2026-04-01
Vanguard S&P 500 ETF Exchange-Traded Fund
QQQI
×
−4.47%
2026-04-01
1.292 TRR
2026-04-01
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
JEPQ
×
−3.89%
2026-04-01
1.466 TRR
2026-04-01
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Returns

Tue 2024-01-30? to Wed 2026-04-01 Overall
Return
Exponential
Trendline
QQQ
×
+30.94%
+13.24%/yr
+17.07%/yr
(R2=0.798)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VT
×
+31.67%
+13.53%/yr
+15.17%/yr
(R2=0.867)
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
VOO
×
+29.31%
+12.58%/yr
+14.55%/yr
(R2=0.823)
Vanguard S&P 500 ETF Exchange-Traded Fund
QQQI
×
+29.22%
+12.55%/yr
+15.80%/yr
(R2=0.849)
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
JEPQ
×
+26.41%
+11.41%/yr
+13.05%/yr
(R2=0.788)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Tue 2024-01-30? to Wed 2026-04-01 Start
Value
End
Value
QQQ
×
$10,000.00
2024-01-30
$13,093.78
2026-04-01
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VT
×
$10,000.00
2024-01-30
$13,167.12
2026-04-01
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
VOO
×
$10,000.00
2024-01-30
$12,930.72
2026-04-01
Vanguard S&P 500 ETF Exchange-Traded Fund
QQQI
×
$10,000.00
2024-01-30
$12,922.25
2026-04-01
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
JEPQ
×
$10,000.00
2024-01-30
$12,641.17
2026-04-01
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year QQQ VT VOO QQQI JEPQ
2026 (YTD) −5.78% −1.80% −4.68% −4.47% −3.89%
2025 +17.63% +19.26% +14.76% +15.52% +12.17%
2024 +22.06% +13.22% +21.48% +17.10% +21.40%
2023 +49.84% +18.08% +22.23% +31.86%
2022 −36.68% −22.99% −23.14% −15.03%
2021 +19.04% +10.49% +20.33%
2020 +46.63% +15.02% +16.74%
2019 +35.85% +23.98% +28.43%
2018 −1.99% −11.44% −6.29%
2017 +29.91% +21.91% +19.25%
2016 +4.93% +6.31% +9.89%
2015 +8.64% −2.57% +0.59%
2014 +18.29% +2.89% +12.71%
2013 +34.61% +21.11% +30.43%
2012 +16.10% +15.14% +14.02%
2011 +0.39% −10.17% −1.04%
2010 +18.16% +11.40% +14.35%
2009 +50.59% +29.16%
2008 −41.78% −30.42%
2007 +14.35%
2006 +4.52%
2005 −1.79%
2004 +7.05%
2003 +46.90%
2002 −38.82%
2001 −34.37%
2000 −38.21%
1999 +75.07%

Drawdowns

Tue 2024-01-30? to Wed 2026-04-01 Current
Drawdown
Worst
Drawdown
QQQ
×
−8.72% −23.54%
2025-04-08
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VT
×
−6.24% −16.90%
2025-04-08
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
VOO
×
−6.37% −19.06%
2025-04-08
Vanguard S&P 500 ETF Exchange-Traded Fund
QQQI
×
−6.41% −20.36%
2025-04-08
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
JEPQ
×
−6.55% −20.43%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund