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

Thu 2011-10-20? to Mon 2026-05-11	YTD Return	TRR Price
SPY ×	+5.66% 2026-05-11	13.07 TRR 2026-05-11
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHD ×	+13.46% 2026-05-11	4.1 TRR 2026-05-11
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQ ×	+13.00% 2026-05-11	8.168 TRR 2026-05-11
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

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Returns

Thu 2011-10-20? to Mon 2026-05-11	Overall Return	Exponential Trendline
SPY ×	+433.59% +12.19%/yr	+10.53%/yr (R2=0.964)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHD ×	+310.03% +10.18%/yr	+9.23%/yr (R2=0.949)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQ ×	+873.03% +16.92%/yr	+15.72%/yr (R2=0.966)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

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Growth of $10,000

Thu 2011-10-20? to Mon 2026-05-11	Start Value	End Value
SPY ×	$10,000.00 2011-10-20	$53,359.21 2026-05-11
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHD ×	$10,000.00 2011-10-20	$41,003.13 2026-05-11
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQ ×	$10,000.00 2011-10-20	$97,302.66 2026-05-11
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

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Annual Returns

Year	SPY	SCHD	QQQ
2026 (YTD)	+5.66%	+13.46%	+13.00%
2025	+14.65%	+1.62%	+17.63%
2024	+21.39%	+8.53%	+22.06%
2023	+22.09%	+1.16%	+49.84%
2022	−23.15%	−9.13%	−36.68%
2021	+20.27%	+21.34%	+19.04%
2020	+16.74%	+13.48%	+46.63%
2019	+28.29%	+24.45%	+35.86%
2018	−6.35%	−7.33%	−2.00%
2017	+19.19%	+18.35%	+29.92%
2016	+9.73%	+14.09%	+4.92%
2015	+0.50%	−1.02%	+8.64%
2014	+12.61%	+10.85%	+18.29%
2013	+30.35%	+30.91%	+34.61%
2012	+14.01%	+9.50%	+16.10%
2011	−1.04%	+5.72%	+0.40%
2010	+13.36%	—	+18.14%
2009	+23.01%	—	+50.60%
2008	−36.85%	—	−41.78%
2007	+1.01%	—	+14.35%
2006	+13.00%	—	+4.51%
2005	+1.35%	—	−1.79%
2004	+7.21%	—	+7.04%
2003	+25.82%	—	+46.91%
2002	−23.41%	—	−38.82%
2001	−13.10%	—	−34.36%
2000	−12.70%	—	−38.21%
1999	+17.24%	—	+75.08%
1998	+26.65%	—	—
1997	+31.24%	—	—
1996	+18.63%	—	—
1995	+34.61%	—	—
1994	−2.22%	—	—
1993	+6.22%	—	—

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Drawdowns

Thu 2011-10-20? to Mon 2026-05-11	Current Drawdown	Worst Drawdown
SPY ×	0.00%	−33.67% 2020-03-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHD ×	−1.43%	−33.51% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQ ×	0.00%	−39.59% 2022-11-03
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

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Rolling Returns

Period ending Mon 2026-05-11	1 Year	2 Years	3 Years	5 Years	10 Years
SPY ×	+27.43%/yr +27.58% total	+16.96%/yr +36.82% total	+19.29%/yr +69.77% total	+8.95%/yr +53.51% total	+11.72%/yr +202.85% total
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHD ×	+23.27%/yr +23.40% total	+10.40%/yr +21.90% total	+11.53%/yr +38.75% total	+3.57%/yr +19.16% total	+9.03%/yr +137.37% total
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQ ×	+41.18%/yr +41.42% total	+23.88%/yr +53.50% total	+26.55%/yr +102.68% total	+12.66%/yr +81.49% total	+17.88%/yr +418.04% total
Invesco QQQ Trust NASDAQ Exchange-Traded Fund