The total return over the past 12 months is +21.70% vs. +17.77% for the S&P 500. So far it's up +11.64% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +21.12% | +22.06% | +13.19% | +19.66% | +17.66% | +15.80% |
| Total Return CAGR | +21.70% | +22.76% | +13.87% | +20.50% | +18.69% | +16.70% |
| 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 Value | End Value | QQQ Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | 1409.01 | 1573.07 | +11.64% | +8.94% | +2.70% |
| 2025 | 1166.73 | 1409.01 | +20.77% | +17.72% | +3.05% |
| 2024 | 929.10 | 1166.73 | +25.58% | +24.89% | +0.69% |
| 2023 | 599.99 | 929.10 | +54.85% | +26.19% | +28.66% |
| 2022 | 889.91 | 599.99 | (32.58%) | (18.17%) | (14.41%) |
| 2021 | 698.40 | 889.91 | +27.42% | +28.74% | (1.32%) |
| 2020 | 469.93 | 698.40 | +48.62% | +18.37% | +30.25% |
| 2019 | 338.18 | 469.93 | +38.96% | +31.22% | +7.74% |
| 2018 | 338.57 | 338.18 | (0.12%) | (4.56%) | +4.44% |
| 2017 | 255.21 | 338.57 | +32.66% | +21.70% | +10.96% |
