Strategy return calculator

Explore a range of possibilities.

Choose your strategy and starting amount. Keep it simple or explore simulated scenarios with custom dates and top-ups.

Starting amount (USD)Strategy

Timeframe MAX · 10 years

Annualised-return estimate Illustration using QQQ.AI’s 29.66% annualised return, not actual returns for these dates.

Starting value$10,000.00

Estimated ending value$36,646.30

Estimated Annual Return+29.66%

Estimated gain / loss+$26,646.30

Estimated gain / loss (%)+266.46%

Estimated Annual Volatility21.71%

QQQ.AIIllustrative growth · USD

Sep 2026Dec 2027Mar 2029Jun 2030Sep 2031

Constant annualised growth, not actual historical performance. Actual returns fluctuate.

How this is calculated

Full reported record

Annual return: 29.66%
Annual volatility: 21.71%
Max drawdown: -23.40%
Sharpe: 1.31

Reported total return: 1,138.28%. This full-record reference is separate from the timeframe illustration above; its start/end dates are not supplied by this summary.

Simple uses the reported annualised return with daily compounding and calendar-year day counts. MAX is a 10-year illustration, not the full historical record. Top-ups are available in Advanced; they are added after each interval and grow only from that point. Monthly and yearly top-ups use the same calendar day, or the last day of a shorter month. The 2013 date limit is a calculator setting, not a verified strategy start date. Assumptions use the supplied strategy summary imported on 14 Sept 2026; they are separate from the daily histories above. Fee treatment is not specified; no additional subscription costs, broker costs or taxes are deducted. Past performance does not guarantee future results.

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