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 Thu 2025-10-23 YTD
Return
TRR
Price
QQQX
×
+6.58%
2025-10-23
4.112 TRR
2025-10-23
Nuveen NASDAQ 100 Dynamic Overwrite Closed End Fund NASDAQ Mutual Fund
QQQ
×
+16.30%
2025-10-23
7.146 TRR
2025-10-23
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Returns

Fri 2007-01-26? to Thu 2025-10-23 Overall
Return
Exponential
Trendline
QQQX
×
+311.23%
+7.84%/yr
+9.93%/yr
(R2=0.915)
Nuveen NASDAQ 100 Dynamic Overwrite Closed End Fund NASDAQ Mutual Fund
QQQ
×
+912.40%
+13.15%/yr
+14.91%/yr
(R2=0.959)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Growth of $10,000

Fri 2007-01-26? to Thu 2025-10-23 Start
Value
End
Value
QQQX
×
$10,000.00
2007-01-26
$41,122.60
2025-10-23
Nuveen NASDAQ 100 Dynamic Overwrite Closed End Fund NASDAQ Mutual Fund
QQQ
×
$10,000.00
2007-01-26
$101,240.26
2025-10-23
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Annual Returns

Year QQQX QQQ
2025 (YTD) +6.58% +16.30%
2024 +22.11% +22.06%
2023 +17.72% +49.84%
2022 −31.79% −36.68%
2021 +17.10% +19.04%
2020 +14.21% +46.63%
2019 +25.92% +35.85%
2018 −13.32% −1.99%
2017 +36.30% +29.92%
2016 +1.36% +4.93%
2015 +7.66% +8.64%
2014 +15.10% +18.29%
2013 +25.09% +34.61%
2012 +23.04% +16.10%
2011 −1.83% +0.39%
2010 +5.68% +18.15%
2009 +74.99% +50.60%
2008 −41.31% −41.78%
2007 −3.99% +14.36%
2006 +4.50%
2005 −1.78%
2004 +7.04%
2003 +46.91%
2002 −38.83%
2001 −34.36%
2000 −38.21%
1999 +75.07%

Drawdowns

Fri 2007-01-26? to Thu 2025-10-23 Current
Drawdown
Worst
Drawdown
QQQX
×
0.00% −58.40%
2008-11-20
Nuveen NASDAQ 100 Dynamic Overwrite Closed End Fund NASDAQ Mutual Fund
QQQ
×
−0.26% −54.47%
2008-11-20
Invesco QQQ Trust NASDAQ Exchange-Traded Fund