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QQQE: Direxion NASDAQ-100 Equal Weighted Index Shares (ETF)
Basic Info 89.2 0.09(0.10%) March 28
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (22%) |
Start Date: | 03/21/2012 |
Last Dividend Date: | 03/19/2024 |
12-Mo. Yield | 0.81% |
Expenses | 0.35% |
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Performance Analytics (As of 03/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 03/21/2012 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.1 | 5.6 | 29.7 | 7.2 | 15.2 | 22.3 | 21.8 | 33.8 | -24.5 | 17.6 | 37.9 | 36.4 | -5.4 | 153.3 | 8.6 | 2.7 | 21.2 | 43.8 | -3.3 |
Sharpe Ratio | NA | 1.36 | 1.68 | 0.22 | 0.55 | 0.7 | 0.11 | 1.77 | -0.86 | 1.05 | 1.08 | 2.16 | -0.33 | 2.18 | 0.49 | 0.16 | 0.15 | 0.14 | -0.01 |
Draw Down(%) | NA | 3.0 | 12.6 | 32.3 | 32.3 | 32.3 | 53.7 | 12.6 | 30.8 | 10.3 | 30.9 | 10.2 | 20.1 | 4.4 | 15.4 | 13.4 | 52.8 | 51.6 | 53.7 |
Standard Deviation(%) | NA | 13.6 | 14.7 | 21.6 | 24.1 | 30.1 | 191.8 | 16.8 | 30.2 | 16.8 | 34.5 | 16.2 | 20.2 | 70.6 | 17.1 | 16.5 | 140.0 | 309.4 | 642.0 |
Treynor Ratio | NA | 0.28 | 0.32 | 0.06 | 0.16 | 0.24 | 0.24 | 0.36 | -0.32 | 0.24 | 0.4 | 0.48 | -0.07 | 1.03 | 0.08 | 0.03 | 0.21 | 1.33 | -0.03 |
Alpha | NA | -0.06 | -0.02 | 0.01 | 0.0 | 0.04 | 0.78 | -0.01 | 0.04 | 0.03 | -0.04 | 0.01 | -0.02 | 0.33 | 0.04 | -0.02 | 0.43 | 2.08 | 8.44 |
Beta | NA | 0.66 | 0.76 | 0.78 | 0.83 | 0.87 | 0.87 | 0.83 | 0.8 | 0.73 | 0.93 | 0.73 | 0.93 | 1.49 | 1.1 | 0.98 | 1.0 | 0.33 | 1.65 |
RSquared | NA | 0.82 | 0.81 | 0.92 | 0.89 | 0.26 | 0.01 | 0.86 | 0.96 | 0.87 | 0.93 | 0.67 | 0.92 | 0.02 | 0.89 | 0.92 | 0.01 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/21/2012
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