Performance
2026
Cumulative rate of return from January 1. Updated quarterly.
Rate of return
93.96%
Q3 2026 · as of September 30, 2026
Jan 1 – Sep 30, 2026
Rates of return
| Q1 | Q2 | Q3 | Q4 | |
|---|---|---|---|---|
| Individual | 19.10% | 95.82% | 93.96% | — |
| DJIA | −3.19% | 9.76% | 7.19% | — |
| NASDAQ | −6.96% | 13.13% | 16.09% | — |
| S&P 500 | −4.33% | 10.21% | 12.75% | — |
| Russell 2000 | 0.89% | 22.57% | 13.71% | — |
Cumulative from January 1, 2026. Period-end figures are from Charles Schwab Portfolio Health. The in-period path is reconstructed from those charts. Past performance is not indicative of future results. These figures reflect a personal account and are shown for education — not a recommendation to buy or sell any security.