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