All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Fri 2009-12-11? to Thu 2024-10-03 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VFINX × |
+17.29%
2024-10-03 |
26.83 TRR
2024-10-03 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
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 | ||||||
Fri 2009-12-11? to Thu 2024-10-03 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VFINX × |
+361.22%
+10.87%/yr |
+10.69%/yr
(R2=0.964) |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
SCHG × |
+538.86%
+13.34%/yr |
+13.15%/yr
(R2=0.961) |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
QQQ × |
+754.79%
+15.59%/yr |
+15.86%/yr
(R2=0.968) |
||||
Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
Fri 2009-12-11? to Thu 2024-10-03 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VFINX × |
$10,000.00
2009-12-11 |
$46,122.22
2024-10-03 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
SCHG × |
$10,000.00
2009-12-11 |
$63,885.79
2024-10-03 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
QQQ × |
$10,000.00
2009-12-11 |
$85,479.23
2024-10-03 |
||||
Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
Fri 2009-12-11? to Thu 2024-10-03 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VFINX × | −1.10% |
−33.79%
2020-03-23 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
SCHG × | −2.90% |
−38.93%
2023-01-05 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
QQQ × | −4.48% |
−39.59%
2022-11-03 |
||||
Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||