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

Total Real Returns

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

×
Mon 2024-07-01 to Thu 2024-10-03 YTD
Return
TRR
Price
SCHG
×
+21.01%
2024-10-03
6.389 TRR
2024-10-03
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
QQQ
×
+14.84%
2024-10-03
5.779 TRR
2024-10-03
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Returns

Mon 2024-07-01 to Thu 2024-10-03 Overall
Return
Exponential
Trendline
SCHG
×
+0.94%
+3.71%/yr
+1.46%/yr
(R2=0.001)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
QQQ
×
−0.35%
−1.34%/yr
−5.18%/yr
(R2=0.015)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Growth of $10,000

Mon 2024-07-01 to Thu 2024-10-03 Start
Value
End
Value
SCHG
×
$10,000.00
2024-07-01
$10,094.15
2024-10-03
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
QQQ
×
$10,000.00
2024-07-01
$9,965.44
2024-10-03
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Annual Returns

Year SCHG QQQ
2024 (YTD) +21.01% +14.84%
2023 +45.24% +49.84%
2022 −35.94% −36.68%
2021 +19.69% +19.04%
2020 +37.28% +46.62%
2019 +32.98% +35.85%
2018 −3.22% −1.99%
2017 +25.41% +29.91%
2016 +4.90% +4.92%
2015 +2.50% +8.64%
2014 +14.95% +18.28%
2013 +32.05% +34.60%
2012 +14.85% +16.09%
2011 −3.57% +0.40%
2010 +15.09% +18.15%
2009 +2.86% +50.60%
2008 −41.79%
2007 +14.34%
2006 +4.53%
2005 −1.79%
2004 +7.03%
2003 +46.91%
2002 −38.82%
2001 −34.36%
2000 −38.21%
1999 +75.08%

Drawdowns

Mon 2024-07-01 to Thu 2024-10-03 Current
Drawdown
Worst
Drawdown
SCHG
×
−2.90% −12.44%
2024-08-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
QQQ
×
−4.48% −13.64%
2024-08-07
Invesco QQQ Trust NASDAQ Exchange-Traded Fund