QQQI Total Return Calculator
$10,000 since Jan 2024, with and without reinvesting · data through Oct 2026
Since Jan 2024, $10,000 became $15,556 reinvested (17.4% a year), or $14,704 taking the distributions as cash, $4,191 of it paid out along the way.
QQQI became
$15,556
S&P 500: $16,162
Return a year
17.4%
S&P 500: 19.1%
Payouts reinvested
$5,116
bought more shares
Worst drop
-8.2%
S&P 500: -7.6%
$10,000, Jan 2024 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | QQQI total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +7.9% | $1,802 | +11.7% |
| 2025 | +18.6% | $1,855 | +17.7% |
| 2024 (part) | +21.6% | $1,459 | +22.9% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: QQQI total return
Data as of · Source: SmarterDividends data
- $10,000 invested in QQQI at the end of Jan 2024, with distributions reinvested, was worth $15,556 at the end of Oct 2026: 17.4% a year, against $16,162 (19.1% a year) in the S&P 500.
- Taking QQQI's distributions as cash instead of reinvesting them, the same $10,000 ended at $14,704, including $4,191 of cash received; reinvesting added $852.
- QQQI's best calendar year in that time was 2025 (18.6%) and its worst 2025 (18.6%), with distributions reinvested.
Cite this page
SmarterDividends, "QQQI Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/QQQI/total-return
QQQI total return questions
What is QQQI's total return since Jan 2024?
56% in total, or 17.4% a year, through Oct 2026 with distributions reinvested. The share price alone rose 5%.
How much of QQQI's return came from distributions?
About 89% of its yearly return since Jan 2024. Reinvesting them, rather than taking cash, left you $852 better off on a $10,000 start.
What was QQQI's worst year?
2025, at 18.6% with distributions reinvested (S&P 500: 17.7%). Its deepest fall from a peak, on month-end values, was -8.2%.
How is total return calculated here?
From month-end prices: the adjusted price counts every distribution reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.