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

Total Real Returns

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

Wed 1999-03-10? to Fri 2026-02-27 YTD
Return
TRR
Price
SPY
×
+0.02%
2026-02-27
12.38 TRR
2026-02-27
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ
×
−1.71%
2026-02-27
7.104 TRR
2026-02-27
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
PRWCX
×
−0.75%
2026-02-27
21.24 TRR
2026-02-27
T. Rowe Price Capital Appreciation Fund Mutual Fund

Returns

Wed 1999-03-10? to Fri 2026-02-27 Overall
Return
Exponential
Trendline
SPY
×
+330.47%
+5.56%/yr
+6.31%/yr
(R2=0.784)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ
×
+610.45%
+7.54%/yr
+9.22%/yr
(R2=0.724)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
PRWCX
×
+702.74%
+8.03%/yr
+7.67%/yr
(R2=0.969)
T. Rowe Price Capital Appreciation Fund Mutual Fund

Growth of $10,000

Wed 1999-03-10? to Fri 2026-02-27 Start
Value
End
Value
SPY
×
$10,000.00
1999-03-10
$43,046.56
2026-02-27
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ
×
$10,000.00
1999-03-10
$71,044.69
2026-02-27
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
PRWCX
×
$10,000.00
1999-03-10
$80,274.40
2026-02-27
T. Rowe Price Capital Appreciation Fund Mutual Fund

Annual Returns

Year SPY QQQ PRWCX
2026 (YTD) +0.02% −1.71% −0.75%
2025 +14.65% +17.63% +17.79%
2024 +21.39% +22.06% +9.35%
2023 +22.09% +49.84% +14.99%
2022 −23.15% −36.67% −17.33%
2021 +20.27% +19.04% +10.66%
2020 +16.74% +46.63% +16.56%
2019 +28.29% +35.86% +21.83%
2018 −6.35% −2.00% −1.27%
2017 +19.19% +29.92% +12.95%
2016 +9.73% +4.92% +6.01%
2015 +0.50% +8.64% +4.63%
2014 +12.61% +18.29% +11.35%
2013 +30.35% +34.61% +20.62%
2012 +14.02% +16.11% +12.69%
2011 −1.04% +0.41% +0.20%
2010 +13.35% +18.14% +12.40%
2009 +23.00% +50.60% +29.53%
2008 −36.85% −41.78% −27.23%
2007 +1.01% +14.35% +0.50%
2006 +13.01% +4.50% +11.74%
2005 +1.35% −1.78% +3.32%
2004 +7.21% +7.04% +11.67%
2003 +25.81% +46.92% +23.17%
2002 −23.40% −38.83% −1.82%
2001 −13.10% −34.36% +8.58%
2000 −12.70% −38.21% +18.15%
1999 +17.24% +75.08% +4.33%
1998 +26.65% +4.16%
1997 +31.24% +14.34%
1996 +18.57% +13.10%
1995 +34.62% +19.58%
1994 −2.21% +1.05%
1993 +6.28% +12.59%
1992 +6.25%
1991 +18.04%
1990 −6.92%
1989 +16.19%
1988 +11.98%
1987 −14.13%
1986 +11.67%

Drawdowns

Wed 1999-03-10? to Fri 2026-02-27 Current
Drawdown
Worst
Drawdown
SPY
×
−1.75% −58.55%
2009-03-09
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ
×
−4.78% −83.94%
2002-10-09
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
PRWCX
×
−1.73% −43.26%
2008-11-20
T. Rowe Price Capital Appreciation Fund Mutual Fund