qqq annual returns since inception
If you are having issues loading a document, you may need to adjust your web browser settings, clear your browser's cache and/or cookies, or try a different web browser. † Since inception returns are cumulative for funds less than one year old; otherwise, returns are annualized. 1-Year 44.61%12.42%. ProShares UltraPro QQQ seeks daily investment results, before fees and expenses, that correspond to three times (3x) the daily performance of the Nasdaq-100 Index ®. It's easy to see why. ETFs are subject to management fees and other expenses. ETPs which use derivatives, leverage, or complex investment strategies are subject to additional risks. Learn about exchange-traded products' portfolio composition in the Learning Center. QQQ has penny-wide spreads and can be a nice tool for those looking to quickly establish a position in U.S. equity markets (though SPY accomplishes similar objectives). NOTE: The YTD total return for 2021 is as of the market close on 2021-03-05. An ETP may trade at a premium or discount to its Net Asset Value (NAV) (or Indicative Value in the case of ETNs). ET and do not represent the returns an investor would receive if shares were traded at other times. Trailing Returns (%) Vs. Benchmarks. These are the 100 ETFs that have had the highest percentage gain over the last 5 years. Content and data provided by various third parties and Fidelity - Terms of Use. Before investing in any exchange traded product, you should consider its investment objective, risks, charges and expenses. A coupon is the interest rate paid out on a bond on an annual basis. To ensure the most up-to-date view of ProShares.com, it is recommended you clear your cache or select a different web browser. 3-Month 38.88%0.00%. Since Inception; NASDAQ-100 Index: 0.28 53.83 24.71 26.50 19.94 9.55 NASDAQ Composite Index-PR: 2.36 53.98 21.96 23.68 16.84 8.05 Russell 3000 Index: 2.67 35.33 14.97 17.41 13.44 7.60 On a cumulative price return basis, the NASDAQ-100 Index has returned almost 6,673.51% since inception, although past performance is not indicative of future performance. 46.05% 3-Year Daily Total Return. Life as of NAV inception date: 03/10/1999 Life market returns are as of the first day the ETF traded on an exchange, which may occur a few days after the NAV inception date. Annual Returns VTI vs. QQQ – Annual Returns. Here, a previous dividend has been re-characterized as a. Since 1972, the Nasdaq 100 has experienced slightly higher annual returns (10.8%) than the S&P 500 (10.5%), but it has also experienced much higher volatility. For information about this ETF’s fees, please view the Overview tab above. Market returns are based on the composite closing price and do not represent the returns you would receive if you traded shares at other times. This and other information can be found in their summary and full prospectuses. The following table lists the top 100 exchange-traded funds in terms of 5 year returns. Your use of this site signifies that you accept our Terms and Conditions of Use. 1 The expense ratio for certain funds includes a contractual fee waiver that results in a lower net expense ratio for some or all periods shown. But investors building a retirement portfolio or maintaining a longer-term objective would be better served to look elsewhere for a fund that achieves better balance across various sectors of the economy. ETPs that target a small universe of securities, such as a specific region or market sector are generally subject to greater market volatility as well as the specific risks associated with that sector, region or other focus. Performance data shown represents past performance and is no guarantee of future results. Unlike mutual funds, ETF shares are bought and sold at market price, which may be higher or lower than their NAV, and are not individually redeemed from the fund. Quote data provided by Interactive Data - Real Time Services, Inc. and subject to terms of use. Download the S&P 500 historical returns in CSV or JSON format. For the past few years, investors have been honed in on the Nasdaq 100 and the Invesco QQQ ETF (QQQ), the fund that tracks the index. This leveraged ProShares ETF seeks a return that is 3x the return of its underlying benchmark (target) for a single day, as measured from one NAV calculation to the next. The index has returned a historic annualized average return of around 10% since … Exchange traded products (ETPs) are subject to market volatility and the risks of their underlying securities which may include the risks associated with investing in smaller companies, foreign securities, commodities and fixed income investments. The return of an index ETP is usually different from that of the index it tracks because of fees, expenses and tracking error. Interactive chart showing the annual percentage change of the NASDAQ Composite Index back to 1972. Investors should consult the prospectus for further details on the calculation of the returns and the risks associated with investing in this product. Enter a positive or negative number. As you can see, relatively speaking, by switching the Equity ETF used from RSP (Equal Weight S&P 500) to QQQ (Nasdaq 100), we attained much higher return over the last two years, gaining 6.37% annually since inception (to 28.02% from 21.65%), and improved the Max Drawdown by 4.26% per year (to -15.69 from -19.95%). Free commission offer applies to online purchases. Quarter-End returns include all applicable recurring and non-recurring fees (including short-term trading or redemption fees) and charges, if any. . YTD 110.05%0.00%. Market returns are based on the closing price on the listed exchange at 4 p.m. Leveraged ProShares ETFs are non-diversified and entail certain risks, including risk associated with the use of derivatives (swap agreements, futures contracts and similar instruments), imperfect benchmark correlation, leverage and market price variance, all of which can increase volatility and decrease performance. 3-Year 23.89%11.46%. so you may have a gain or loss when shares are sold. The performance quoted represents past performance and does not guarantee future results. Return After Taxes On Distribution (post tax). Chart is updated nightly to reflect the more recent of the previous day's market closing price or the closing price on the day the fund was last traded. Monthly Total Returns QQQ Category. and follow the SEC guidelines for calculating returns before sale of shares. Return since inception simply means return since you first started your portfolio. Assumes the highest tax rate in calculating
ProShares have not been passed on by Nasdaq OMX or its affiliates as to their legality or suitability. The fund and index are rebalanced quarterly and reconstituted annually. Brokerage commissions will reduce returns. Interactive Data - Real Time Services, Inc. PowerShares QQQ (QQQ) Yearly Returns. Following table shows DJIA yearly return or stock market historical returns from 1921 to present. The listing date is typically one or more days after the fund inception date. This unique NASDAQ-100 (QQQ)-based investment system provides subscribers with an alternative to buying-and-holding the often volatile NASDAQ or technology-based stocks or ETFs – avoiding deep drawdowns to achieve more stable performance and attain a total return since inception that is more than twenty-times (2,000%) the return of "the market," usually represented by the S&P 500 Index … Read it carefully. QQQ Market Return +32.66%-0.12% +38.96% +48.62% +0.13%: QQQ NAV Return +32.70%-0.14% +39.12% +48.60% +0.25%: Large Growth +27.67%-2.09% +31.90% +35.86% +1.51%: vs. S&P 500 TR +21.83%-4.38% +31.49% +18.40% +1.72%: Rank in Category: 19: 28: 5: 13-- Contact Fidelity for a prospectus, offering circular or, if available, a summary prospectus containing this information. Returns are calculated using the official methodology of each service, per the Motley Fool site. This is the dollar value that your account should be after you rebalance. The weights are: 100% three year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. Please see their summary and full prospectuses for a more complete description of risks. Brokerage commissions will reduce returns. In the annual returns, we see the above-mentioned facts reflected quite clearly: the crises of 2002 and 2008 were horrible for QQQ while the most recent one had little effect on the fund’s performance. The, Nine Questions Every ETF Investor Should Ask Before. Carefully consider the investment objectives, risks, charges and expenses of ProShares before investing. This is the percentage change in the index or benchmark since your initial investment. Each ETP has a unique risk profile which is detailed in its prospectus, offering circular or similar material, which should be considered carefully when making investment decisions. 1-Year … Market price returns are based upon the midpoint of the bid/ask spread at 4:00 p.m. The S&P 500 index is a benchmark of American stock market performance, dating back to the 1920s. ET (when NAV is normally determined for most funds) and do not represent the returns you would receive if you traded shares at other times. The mean average total return gain since early November 2016 has been +403% for the current Top 10 equities by capitalization size, against the equivalent QQQ index rise of +141%.