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 2025-07-15 YTD
Return
TRR
Price
SCHD
×
−2.04%
2025-07-15
3.483 TRR
2025-07-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQ
×
+6.71%
2025-07-15
6.557 TRR
2025-07-15
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VOO
×
+4.41%
2025-07-15
5.036 TRR
2025-07-15
Vanguard S&P 500 ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Tue 2025-07-15 Overall
Return
Exponential
Trendline
SCHD
×
+248.33%
+9.51%/yr
+9.50%/yr
(R2=0.948)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQ
×
+681.25%
+16.14%/yr
+15.70%/yr
(R2=0.960)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VOO
×
+364.51%
+11.83%/yr
+10.48%/yr
(R2=0.957)
Vanguard S&P 500 ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Tue 2025-07-15 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$34,832.77
2025-07-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQ
×
$10,000.00
2011-10-20
$78,125.18
2025-07-15
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VOO
×
$10,000.00
2011-10-20
$46,451.14
2025-07-15
Vanguard S&P 500 ETF Exchange-Traded Fund

Annual Returns

Year SCHD QQQ VOO
2025 (YTD) −2.04% +6.71% +4.41%
2024 +8.50% +22.06% +21.48%
2023 +1.16% +49.84% +22.23%
2022 −9.13% −36.68% −23.14%
2021 +21.36% +19.04% +20.33%
2020 +13.47% +46.63% +16.73%
2019 +24.42% +35.86% +28.43%
2018 −7.33% −2.00% −6.29%
2017 +18.39% +29.91% +19.25%
2016 +14.03% +4.93% +9.89%
2015 −1.00% +8.64% +0.59%
2014 +10.86% +18.28% +12.71%
2013 +30.91% +34.61% +30.42%
2012 +9.50% +16.10% +14.02%
2011 +5.72% +0.40% −1.04%
2010 +18.15% +14.34%
2009 +50.59%
2008 −41.78%
2007 +14.35%
2006 +4.51%
2005 −1.78%
2004 +7.03%
2003 +46.91%
2002 −38.82%
2001 −34.36%
2000 −38.21%
1999 +75.08%

Drawdowns

Thu 2011-10-20? to Tue 2025-07-15 Current
Drawdown
Worst
Drawdown
SCHD
×
−8.57% −33.51%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQ
×
0.00% −39.59%
2022-11-03
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VOO
×
−0.67% −33.95%
2020-03-23
Vanguard S&P 500 ETF Exchange-Traded Fund