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 Fri 2025-10-17 YTD
Return
TRR
Price
SCHD
×
−2.08%
2025-10-17
3.482 TRR
2025-10-17
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQ
×
+15.09%
2025-10-17
7.072 TRR
2025-10-17
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VOO
×
+11.06%
2025-10-17
5.356 TRR
2025-10-17
Vanguard S&P 500 ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Fri 2025-10-17 Overall
Return
Exponential
Trendline
SCHD
×
+248.19%
+9.33%/yr
+9.37%/yr
(R2=0.947)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQ
×
+742.54%
+16.45%/yr
+15.71%/yr
(R2=0.962)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VOO
×
+394.06%
+12.09%/yr
+10.52%/yr
(R2=0.960)
Vanguard S&P 500 ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Fri 2025-10-17 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$34,819.34
2025-10-17
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQ
×
$10,000.00
2011-10-20
$84,253.63
2025-10-17
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VOO
×
$10,000.00
2011-10-20
$49,406.24
2025-10-17
Vanguard S&P 500 ETF Exchange-Traded Fund

Annual Returns

Year SCHD QQQ VOO
2025 (YTD) −2.08% +15.09% +11.06%
2024 +8.53% +22.06% +21.48%
2023 +1.16% +49.84% +22.23%
2022 −9.15% −36.67% −23.14%
2021 +21.32% +19.04% +20.33%
2020 +13.50% +46.63% +16.74%
2019 +24.42% +35.86% +28.43%
2018 −7.30% −2.00% −6.29%
2017 +18.29% +29.92% +19.25%
2016 +14.15% +4.92% +9.89%
2015 −1.08% +8.64% +0.59%
2014 +10.89% +18.29% +12.71%
2013 +30.91% +34.62% +30.42%
2012 +9.49% +16.09% +14.02%
2011 +5.73% +0.41% −1.04%
2010 +18.14% +14.35%
2009 +50.60%
2008 −41.78%
2007 +14.35%
2006 +4.52%
2005 −1.78%
2004 +7.03%
2003 +46.90%
2002 −38.82%
2001 −34.36%
2000 −38.21%
1999 +75.07%

Drawdowns

Thu 2011-10-20? to Fri 2025-10-17 Current
Drawdown
Worst
Drawdown
SCHD
×
−8.60% −33.50%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQ
×
−1.30% −39.59%
2022-11-03
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VOO
×
−1.36% −33.95%
2020-03-23
Vanguard S&P 500 ETF Exchange-Traded Fund