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QQQE: Direxion NASDAQ-100 Equal Weighted Index Shares (ETF)
Basic Info 98.71 0.36(0.37%) July 02
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (22%) |
| Start Date: | 03/21/2012 |
| Last Dividend Date: | 06/24/2025 |
| 12-Mo. Yield | 0.68% |
| Expenses | 0.35% |
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Performance Analytics (As of 06/27/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 03/21/2012 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.2 | 10.4 | 12.5 | 16.6 | 12.9 | 20.9 | 20.6 | 7.0 | 33.8 | -24.5 | 17.9 | 37.9 | 36.4 | -5.4 | 153.3 | 8.6 | 2.7 | 21.2 | 43.8 | -3.3 |
| Sharpe Ratio | NA | 0.61 | 0.33 | 0.58 | 0.5 | 0.64 | 0.11 | 0.03 | 1.77 | -0.86 | 1.07 | 1.08 | 2.16 | -0.33 | 2.18 | 0.49 | 0.16 | 0.15 | 0.14 | -0.01 |
| Draw Down(%) | NA | 21.4 | 21.4 | 21.4 | 32.1 | 32.1 | 53.7 | 10.5 | 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 | 26.4 | 21.9 | 20.3 | 21.2 | 30.6 | 182.7 | 15.0 | 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 | 0.21 | 0.1 | 0.15 | 0.14 | 0.23 | 0.23 | 0.01 | 0.36 | -0.32 | 0.31 | 0.43 | 0.48 | -0.07 | 1.03 | 0.08 | 0.03 | 0.21 | 1.33 | -0.03 |
| Alpha | NA | 0.02 | -0.02 | -0.02 | 0.0 | 0.04 | 0.71 | -0.04 | -0.01 | 0.04 | 0.07 | -0.02 | 0.01 | -0.02 | 0.33 | 0.04 | -0.02 | 0.43 | 2.08 | 8.44 |
| Beta | NA | 0.78 | 0.76 | 0.8 | 0.77 | 0.84 | 0.84 | 0.65 | 0.83 | 0.8 | 0.57 | 0.88 | 0.73 | 0.93 | 1.49 | 1.1 | 0.98 | 1.0 | 0.33 | 1.65 |
| RSquared | NA | 0.88 | 0.87 | 0.88 | 0.9 | 0.27 | 0.01 | 0.79 | 0.86 | 0.96 | 0.64 | 0.84 | 0.67 | 0.92 | 0.02 | 0.89 | 0.92 | 0.01 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.2 | 0.7 | 1.0 | 1.9 | 2.4 | N/A | 0.9 | 1.1 | 0.7 | 4.4 | 0.7 | 1.0 | 0.7 | 0.9 | 2.5 | 0.8 | 3.2 | 1.0 | 2.5 |
| Dividend Growth(%) | N/A | -73.6 | -22.9 | -51.1 | 181.2 | N/A | N/A | 14.7 | 8.0 | -81.0 | 707.2 | 0.2 | 24.4 | 0.8 | -59.8 | 217.9 | -71.0 | 323.9 | -58.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/21/2012
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