All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Tue 2024-01-30? to Fri 2025-11-21 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| VFINX × |
+9.74%
2025-11-21 |
30.64 TRR
2025-11-21 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| QQQI × |
+9.39%
2025-11-21 |
1.281 TRR
2025-11-21 |
||||
| NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SPYI × |
+8.32%
2025-11-21 |
1.394 TRR
2025-11-21 |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| VOO × |
+9.84%
2025-11-21 |
5.298 TRR
2025-11-21 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| QQQ × |
+12.10%
2025-11-21 |
6.889 TRR
2025-11-21 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Tue 2024-01-30? to Fri 2025-11-21 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VFINX × |
+29.55%
+15.38%/yr |
+14.08%/yr
(R2=0.746) |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| QQQI × |
+28.08%
+14.65%/yr |
+15.56%/yr
(R2=0.787) |
||||
| NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SPYI × |
+22.87%
+12.05%/yr |
+11.64%/yr
(R2=0.762) |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| VOO × |
+29.85%
+15.53%/yr |
+14.21%/yr
(R2=0.749) |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| QQQ × |
+32.44%
+16.80%/yr |
+16.84%/yr
(R2=0.720) |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Tue 2024-01-30? to Fri 2025-11-21 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VFINX × |
$10,000.00
2024-01-30 |
$12,955.01
2025-11-21 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| QQQI × |
$10,000.00
2024-01-30 |
$12,807.70
2025-11-21 |
||||
| NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SPYI × |
$10,000.00
2024-01-30 |
$12,286.74
2025-11-21 |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| VOO × |
$10,000.00
2024-01-30 |
$12,985.23
2025-11-21 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| QQQ × |
$10,000.00
2024-01-30 |
$13,244.23
2025-11-21 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Year | VFINX | QQQI | SPYI | VOO | QQQ |
|---|---|---|---|---|---|
| 2025 (YTD) | +9.74% | +9.39% | +8.32% | +9.84% | +12.10% |
| 2024 | +21.35% | +17.09% | +15.70% | +21.48% | +22.06% |
| 2023 | +22.03% | — | +14.29% | +22.23% | +49.84% |
| 2022 | −23.21% | — | −2.68% | −23.14% | −36.67% |
| 2021 | +20.08% | — | — | +20.33% | +19.04% |
| 2020 | +17.14% | — | — | +16.73% | +46.62% |
| 2019 | +28.40% | — | — | +28.43% | +35.86% |
| 2018 | −6.33% | — | — | −6.29% | −2.00% |
| 2017 | +19.15% | — | — | +19.26% | +29.92% |
| 2016 | +9.56% | — | — | +9.89% | +4.92% |
| 2015 | +0.50% | — | — | +0.59% | +8.64% |
| 2014 | +12.66% | — | — | +12.70% | +18.29% |
| 2013 | +30.21% | — | — | +30.43% | +34.61% |
| 2012 | +13.85% | — | — | +14.02% | +16.10% |
| 2011 | −0.98% | — | — | −1.04% | +0.41% |
| 2010 | +13.22% | — | — | +14.35% | +18.13% |
| 2009 | +23.17% | — | — | — | +50.63% |
| 2008 | −37.08% | — | — | — | −41.79% |
| 2007 | +1.25% | — | — | — | +14.35% |
| 2006 | +12.80% | — | — | — | +4.51% |
| 2005 | +1.30% | — | — | — | −1.78% |
| 2004 | +7.24% | — | — | — | +7.02% |
| 2003 | +26.13% | — | — | — | +46.92% |
| 2002 | −23.97% | — | — | — | −38.82% |
| 2001 | −13.38% | — | — | — | −34.37% |
| 2000 | −12.04% | — | — | — | −38.21% |
| 1999 | +17.92% | — | — | — | +75.08% |
| 1998 | +26.59% | — | — | — | — |
| 1997 | +30.95% | — | — | — | — |
| 1996 | +18.92% | — | — | — | — |
| 1995 | +34.05% | — | — | — | — |
| 1994 | −1.47% | — | — | — | — |
| 1993 | +7.21% | — | — | — | — |
| 1992 | +5.19% | — | — | — | — |
| 1991 | +28.11% | — | — | — | — |
| 1990 | −8.35% | — | — | — | — |
| 1989 | +22.68% | — | — | — | — |
| 1988 | +10.06% | — | — | — | — |
| 1987 | −0.42% | — | — | — | — |
| 1986 | +8.11% | — | — | — | — |
| 1985 | +18.12% | — | — | — | — |
| 1984 | −0.29% | — | — | — | — |
| 1983 | +12.84% | — | — | — | — |
| 1982 | +14.85% | — | — | — | — |
| 1981 | −16.08% | — | — | — | — |
| 1980 | +13.71% | — | — | — | — |
| 1979 | −2.26% | — | — | — | — |
| Tue 2024-01-30? to Fri 2025-11-21 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VFINX × | −4.27% |
−19.13%
2025-04-08 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| QQQI × | −5.96% |
−20.36%
2025-04-08 |
||||
| NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SPYI × | −3.15% |
−16.85%
2025-04-08 |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| VOO × | −4.30% |
−19.06%
2025-04-08 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| QQQ × | −7.36% |
−23.54%
2025-04-08 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||