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 2025-12-12 YTD
Return
TRR
Price
SCHD
×
+1.69%
2025-12-12
3.617 TRR
2025-12-12
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQ
×
+16.38%
2025-12-12
7.152 TRR
2025-12-12
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VOO
×
+13.44%
2025-12-12
5.471 TRR
2025-12-12
Vanguard S&P 500 ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Fri 2025-12-12 Overall
Return
Exponential
Trendline
SCHD
×
+261.69%
+9.51%/yr
+9.29%/yr
(R2=0.946)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQ
×
+752.01%
+16.35%/yr
+15.73%/yr
(R2=0.963)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VOO
×
+404.69%
+12.12%/yr
+10.55%/yr
(R2=0.961)
Vanguard S&P 500 ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Fri 2025-12-12 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$36,168.82
2025-12-12
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQ
×
$10,000.00
2011-10-20
$85,201.33
2025-12-12
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VOO
×
$10,000.00
2011-10-20
$50,468.56
2025-12-12
Vanguard S&P 500 ETF Exchange-Traded Fund

Annual Returns

Year SCHD QQQ VOO
2025 (YTD) +1.69% +16.38% +13.44%
2024 +8.53% +22.06% +21.47%
2023 +1.17% +49.84% +22.23%
2022 −9.13% −36.67% −23.14%
2021 +21.35% +19.04% +20.33%
2020 +13.48% +46.63% +16.73%
2019 +24.43% +35.86% +28.43%
2018 −7.33% −2.00% −6.29%
2017 +18.32% +29.92% +19.26%
2016 +14.15% +4.93% +9.89%
2015 −1.09% +8.64% +0.59%
2014 +10.86% +18.29% +12.70%
2013 +30.94% +34.61% +30.43%
2012 +9.49% +16.10% +14.01%
2011 +5.72% +0.41% −1.04%
2010 +18.14% +14.34%
2009 +50.61%
2008 −41.78%
2007 +14.35%
2006 +4.50%
2005 −1.77%
2004 +7.03%
2003 +46.93%
2002 −38.83%
2001 −34.36%
2000 −38.21%
1999 +75.08%

Drawdowns

Thu 2011-10-20? to Fri 2025-12-12 Current
Drawdown
Worst
Drawdown
SCHD
×
−5.08% −33.53%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQ
×
−3.83% −39.59%
2022-11-03
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VOO
×
−1.16% −33.95%
2020-03-23
Vanguard S&P 500 ETF Exchange-Traded Fund