Over the latest trailing 12-month period, total return cagr is +24.00%. The comparable SPY value is +18.54%. Year-to-date total return is +16.88%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in QQQ
$164,682
(16.5x return)
Invested on Mar 10, 1999
Growth of $10,000 in SPY (S&P 500)
$95,125
(9.5x return)
Invested on Mar 10, 1999
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
YTD Total Return
+16.9%
1-Year Total Return
+24.0%
Current Dividend Yield
0.42%
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | +23.4% | +24.0% | +0.6% |
| 3 Years | +24.3% | +25.0% | +0.7% |
| 5 Years | +13.6% | +14.2% | +0.7% |
| 10 Years | +20.1% | +21.0% | +0.9% |
| 15 Years | +18.9% | +20.0% | +1.0% |
| 20 Years |
| +15.7% |
| +16.6% |
| +0.9% |
