All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Mon 2024-07-01 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 | ||||||
Mon 2024-07-01 to Thu 2024-10-03 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VFINX × |
+3.99%
+16.41%/yr |
+14.56%/yr
(R2=0.194) |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
SCHG × |
+0.94%
+3.71%/yr |
+1.46%/yr
(R2=0.001) |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
QQQ × |
−0.35%
−1.34%/yr |
−5.18%/yr
(R2=0.015) |
||||
Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
Mon 2024-07-01 to Thu 2024-10-03 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VFINX × |
$10,000.00
2024-07-01 |
$10,398.90
2024-10-03 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
SCHG × |
$10,000.00
2024-07-01 |
$10,094.15
2024-10-03 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
QQQ × |
$10,000.00
2024-07-01 |
$9,965.44
2024-10-03 |
||||
Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
Mon 2024-07-01 to Thu 2024-10-03 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VFINX × | −1.10% |
−8.52%
2024-08-05 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
SCHG × | −2.90% |
−12.44%
2024-08-05 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
QQQ × | −4.48% |
−13.64%
2024-08-07 |
||||
Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||