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

Total Real Returns

VFINX,SCHG,QQQ: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

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

Returns

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

Growth of $10,000

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

Annual Returns

Year VFINX SCHG QQQ
2024 (YTD) +17.29% +21.01% +14.84%
2023 +22.03% +45.24% +49.84%
2022 −23.21% −35.94% −36.68%
2021 +20.08% +19.69% +19.04%
2020 +17.14% +37.28% +46.62%
2019 +28.40% +32.98% +35.85%
2018 −6.33% −3.22% −1.99%
2017 +19.14% +25.41% +29.91%
2016 +9.56% +4.90% +4.92%
2015 +0.50% +2.50% +8.64%
2014 +12.67% +14.95% +18.28%
2013 +30.21% +32.05% +34.60%
2012 +13.85% +14.85% +16.09%
2011 −0.99% −3.57% +0.40%
2010 +13.22% +15.09% +18.15%
2009 +23.16% +2.86% +50.60%
2008 −37.08% −41.79%
2007 +1.25% +14.34%
2006 +12.81% +4.53%
2005 +1.29% −1.79%
2004 +7.25% +7.03%
2003 +26.12% +46.91%
2002 −23.97% −38.82%
2001 −13.38% −34.36%
2000 −12.04% −38.21%
1999 +17.91% +75.08%
1998 +26.58%
1997 +30.95%
1996 +18.93%
1995 +34.06%
1994 −1.46%
1993 +7.21%
1992 +5.17%
1991 +28.14%
1990 −8.90%
1989 +22.68%
1988 +10.05%
1987 −0.43%
1986 +8.09%
1985 +18.10%
1984 −0.25%
1983 +12.80%
1982 +14.87%
1981 −16.06%
1980 +13.67%
1979 −2.24%

Drawdowns

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