All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2011-10-20? to Mon 2025-12-15 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| VOO × |
+13.25%
2025-12-15 |
5.462 TRR
2025-12-15 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| SCHD × |
+1.98%
2025-12-15 |
3.626 TRR
2025-12-15 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| QQQ × |
+15.77%
2025-12-15 |
7.114 TRR
2025-12-15 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| O × |
+11.14%
2025-12-15 |
22.95 TRR
2025-12-15 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| Thu 2011-10-20? to Mon 2025-12-15 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VOO × |
+403.83%
+12.10%/yr |
+10.55%/yr
(R2=0.961) |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| SCHD × |
+262.64%
+9.53%/yr |
+9.29%/yr
(R2=0.946) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| QQQ × |
+747.50%
+16.30%/yr |
+15.73%/yr
(R2=0.964) |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| O × |
+149.48%
+6.67%/yr |
+5.51%/yr
(R2=0.640) |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| Thu 2011-10-20? to Mon 2025-12-15 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VOO × |
$10,000.00
2011-10-20 |
$50,383.13
2025-12-15 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| SCHD × |
$10,000.00
2011-10-20 |
$36,263.88
2025-12-15 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| QQQ × |
$10,000.00
2011-10-20 |
$84,750.14
2025-12-15 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| O × |
$10,000.00
2011-10-20 |
$24,948.45
2025-12-15 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| Year | VOO | SCHD | QQQ | O |
|---|---|---|---|---|
| 2025 (YTD) | +13.25% | +1.98% | +15.77% | +11.14% |
| 2024 | +21.47% | +8.53% | +22.06% | −4.86% |
| 2023 | +22.23% | +1.13% | +49.84% | −7.63% |
| 2022 | −23.14% | −9.12% | −36.67% | −13.00% |
| 2021 | +20.33% | +21.34% | +19.04% | +15.94% |
| 2020 | +16.73% | +13.47% | +46.63% | −12.66% |
| 2019 | +28.43% | +24.50% | +35.85% | +18.56% |
| 2018 | −6.29% | −7.33% | −2.00% | +13.79% |
| 2017 | +19.25% | +18.32% | +29.93% | +1.52% |
| 2016 | +9.89% | +14.06% | +4.92% | +13.44% |
| 2015 | +0.58% | −1.01% | +8.65% | +12.56% |
| 2014 | +12.71% | +10.86% | +18.28% | +33.33% |
| 2013 | +30.42% | +30.91% | +34.61% | −3.76% |
| 2012 | +14.02% | +9.49% | +16.10% | +18.29% |
| 2011 | −1.04% | +5.72% | +0.41% | +4.44% |
| 2010 | +14.35% | — | +18.15% | +37.26% |
| 2009 | — | — | +50.60% | +17.64% |
| 2008 | — | — | −41.78% | −8.33% |
| 2007 | — | — | +14.34% | −0.78% |
| 2006 | — | — | +4.52% | +32.75% |
| 2005 | — | — | −1.79% | −12.41% |
| 2004 | — | — | +7.05% | +29.64% |
| 2003 | — | — | +46.92% | +19.36% |
| 2002 | — | — | −38.83% | +24.51% |
| 2001 | — | — | −34.37% | +26.18% |
| 2000 | — | — | −38.21% | +28.39% |
| 1999 | — | — | +75.09% | −11.50% |
| 1998 | — | — | — | +3.93% |
| 1997 | — | — | — | +12.83% |
| 1996 | — | — | — | +11.02% |
| 1995 | — | — | — | +42.66% |
| 1994 | — | — | — | +9.84% |
| Thu 2011-10-20? to Mon 2025-12-15 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VOO × | −1.33% |
−33.95%
2020-03-23 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| SCHD × | −4.80% |
−33.51%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| QQQ × | −4.34% |
−39.59%
2022-11-03 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| O × | −22.94% |
−48.26%
2020-03-18 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||