The total return over the past 12 months is +25.61% vs. +19.98% for the S&P 500. So far it's up +17.31% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +25.01% | +23.87% | +13.50% | +19.89% | +18.94% | +15.67% |
| Total Return CAGR | +25.61% | +24.58% | +14.18% | +20.74% | +19.97% | +16.57% |
| Revenue CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Net Income CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| EPS CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Free Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Operating Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Dividends CAGR | (8.74%) | +9.39% | +9.99% | +9.73% | +14.63% | +16.32% |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Invesco QQQ Trust, Series 1 (QQQ)
| Year | Start price | End price | QQQ Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $614.31 | $718.96 | +17.31% | +13.55% | +3.76% |
| 2025 | $511.23 | $614.31 | +20.77% | +17.72% | +3.05% |
| 2024 | $409.52 | $511.23 | +25.58% | +24.89% | +0.69% |
| 2023 | $266.28 | $409.52 | +54.85% | +26.19% | +28.66% |
| 2022 | $397.85 | $266.28 | (32.58%) | (18.17%) | (14.41%) |
| 2021 | $313.74 | $397.85 | +27.42% | +28.74% | (1.32%) |
| 2020 | $212.61 | $313.74 | +48.62% | +18.37% | +30.25% |
| 2019 | $154.26 | $212.61 | +38.96% | +31.22% | +7.74% |
| 2018 | $155.76 | $154.26 | (0.12%) | (4.56%) | +4.44% |
| 2017 | $118.48 | $155.76 | +32.66% | +21.70% | +10.96% |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
