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

Total Real Returns

QQQX,QQQ: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Fri 2007-01-26? to Mon 2025-12-15 YTD
Return
TRR
Price
QQQX
×
+7.31%
2025-12-15
4.14 TRR
2025-12-15
Nuveen NASDAQ 100 Dynamic Overwrite Closed End Fund NASDAQ Mutual Fund
QQQ
×
+15.77%
2025-12-15
7.114 TRR
2025-12-15
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Returns

Fri 2007-01-26? to Mon 2025-12-15 Overall
Return
Exponential
Trendline
QQQX
×
+313.95%
+7.81%/yr
+9.91%/yr
(R2=0.916)
Nuveen NASDAQ 100 Dynamic Overwrite Closed End Fund NASDAQ Mutual Fund
QQQ
×
+907.66%
+13.01%/yr
+14.93%/yr
(R2=0.960)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Growth of $10,000

Fri 2007-01-26? to Mon 2025-12-15 Start
Value
End
Value
QQQX
×
$10,000.00
2007-01-26
$41,395.35
2025-12-15
Nuveen NASDAQ 100 Dynamic Overwrite Closed End Fund NASDAQ Mutual Fund
QQQ
×
$10,000.00
2007-01-26
$100,765.80
2025-12-15
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Annual Returns

Year QQQX QQQ
2025 (YTD) +7.31% +15.77%
2024 +22.08% +22.06%
2023 +17.72% +49.84%
2022 −31.77% −36.67%
2021 +17.05% +19.04%
2020 +14.23% +46.63%
2019 +25.95% +35.85%
2018 −13.36% −2.00%
2017 +36.34% +29.93%
2016 +1.38% +4.92%
2015 +7.62% +8.65%
2014 +15.16% +18.28%
2013 +25.03% +34.61%
2012 +23.06% +16.10%
2011 −1.83% +0.41%
2010 +5.68% +18.15%
2009 +75.02% +50.60%
2008 −41.31% −41.78%
2007 −4.01% +14.34%
2006 +4.52%
2005 −1.79%
2004 +7.05%
2003 +46.92%
2002 −38.83%
2001 −34.37%
2000 −38.21%
1999 +75.09%

Drawdowns

Fri 2007-01-26? to Mon 2025-12-15 Current
Drawdown
Worst
Drawdown
QQQX
×
−1.60% −58.40%
2008-11-20
Nuveen NASDAQ 100 Dynamic Overwrite Closed End Fund NASDAQ Mutual Fund
QQQ
×
−4.34% −54.46%
2008-11-20
Invesco QQQ Trust NASDAQ Exchange-Traded Fund