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

Total Real Returns

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

Thu 2011-10-20? to Tue 2026-05-12 YTD
Return
TRR
Price
SCHD
×
+13.48%
2026-05-12
4.101 TRR
2026-05-12
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQ
×
+12.03%
2026-05-12
8.098 TRR
2026-05-12
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VOO
×
+5.51%
2026-05-12
5.839 TRR
2026-05-12
Vanguard S&P 500 ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Tue 2026-05-12 Overall
Return
Exponential
Trendline
SCHD
×
+310.12%
+10.18%/yr
+9.23%/yr
(R2=0.949)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQ
×
+864.67%
+16.84%/yr
+15.72%/yr
(R2=0.966)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VOO
×
+438.63%
+12.26%/yr
+10.61%/yr
(R2=0.964)
Vanguard S&P 500 ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Tue 2026-05-12 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$41,011.83
2026-05-12
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQ
×
$10,000.00
2011-10-20
$96,467.45
2026-05-12
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VOO
×
$10,000.00
2011-10-20
$53,862.76
2026-05-12
Vanguard S&P 500 ETF Exchange-Traded Fund

Annual Returns

Year SCHD QQQ VOO
2026 (YTD) +13.48% +12.03% +5.51%
2025 +1.62% +17.63% +14.75%
2024 +8.53% +22.06% +21.47%
2023 +1.16% +49.84% +22.23%
2022 −9.13% −36.68% −23.14%
2021 +21.34% +19.04% +20.33%
2020 +13.48% +46.63% +16.73%
2019 +24.45% +35.86% +28.43%
2018 −7.33% −2.00% −6.29%
2017 +18.35% +29.92% +19.25%
2016 +14.09% +4.92% +9.89%
2015 −1.02% +8.64% +0.59%
2014 +10.85% +18.29% +12.71%
2013 +30.91% +34.61% +30.43%
2012 +9.50% +16.10% +14.02%
2011 +5.72% +0.40% −1.04%
2010 +18.14% +14.35%
2009 +50.60%
2008 −41.78%
2007 +14.35%
2006 +4.51%
2005 −1.79%
2004 +7.04%
2003 +46.91%
2002 −38.82%
2001 −34.36%
2000 −38.21%
1999 +75.08%

Drawdowns

Thu 2011-10-20? to Tue 2026-05-12 Current
Drawdown
Worst
Drawdown
SCHD
×
−1.41% −33.51%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQ
×
−0.86% −39.59%
2022-11-03
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VOO
×
−0.14% −33.95%
2020-03-23
Vanguard S&P 500 ETF Exchange-Traded Fund

Rolling Returns

Period ending Tue 2026-05-12 1
Year
2
Years
3
Years
5
Years
10
Years
SCHD
×
+20.19%/yr
+20.18% total
+10.40%/yr
+21.93% total
+11.47%/yr
+38.52% total
+3.95%/yr
+21.37% total
+9.00%/yr
+136.81% total
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQ
×
+34.77%/yr
+34.74% total
+23.31%/yr
+52.18% total
+26.34%/yr
+101.68% total
+13.07%/yr
+84.76% total
+17.83%/yr
+415.94% total
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VOO
×
+23.42%/yr
+23.40% total
+16.92%/yr
+36.79% total
+19.38%/yr
+70.16% total
+9.46%/yr
+57.10% total
+11.77%/yr
+204.25% total
Vanguard S&P 500 ETF Exchange-Traded Fund