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QQQE: Direxion NASDAQ-100® Equal Wtd ETF (ETF)
Basic Info 69.8 0.39(0.56%) November 23
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (84%) |
| Start Date: | 03/21/2012 |
| Last Dividend Date: | 06/23/2020 |
| 12-Mo. Yield | 0.71% |
| Expenses | 0.35% |
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Performance Analytics (As of 11/23/2020)
Not up-to-date? Try| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.3 | 27.6 | 34.1 | 18.4 | 35.2 | 26.8 | 36.4 | -5.4 | 153.3 | 8.5 | 2.7 | 21.2 | 43.8 | -3.2 |
| SR | NA | 0.83 | 0.96 | 0.7 | 0.91 | 0.12 | 2.16 | -0.33 | 2.18 | 0.48 | 0.16 | 0.15 | 0.14 | -0.01 |
| DD(%) | NA | 30.9 | 30.9 | 30.9 | 30.9 | 53.7 | 10.2 | 20.1 | 4.4 | 15.4 | 13.4 | 52.8 | 51.6 | 53.7 |
| SD(%) | NA | 36.4 | 34.5 | 24.9 | 37.8 | 225.3 | 16.2 | 20.2 | 70.6 | 17.1 | 16.5 | 140.0 | 309.4 | 641.8 |
| TR | NA | 0.32 | 0.35 | 0.19 | 0.36 | 0.28 | 0.46 | -0.07 | 1.03 | 0.08 | 0.03 | 0.21 | 1.33 | -0.03 |
| Alpha(%) | NA | -0.05 | -0.04 | -0.02 | 0.07 | 1.07 | 0.01 | -0.02 | 0.33 | 0.04 | -0.02 | 0.43 | 2.08 | 8.44 |
| Beta(%) | NA | 0.94 | 0.94 | 0.9 | 0.94 | 0.93 | 0.76 | 0.93 | 1.49 | 1.1 | 0.98 | 1.01 | 0.33 | 1.65 |
| RS | NA | 0.94 | 0.93 | 0.89 | 0.17 | 0.0 | 0.7 | 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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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
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Best ETFs
- IWY (iShares Russell Top 200 Growth) 0.01% (92%)
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- MGK (Vanguard Mega Cap Growth ETF) 0.01% (87%)
- SCHG (Schwab US Large-Cap Growth ETF) 0.05% (84%)
- QQQE (Direxion NASDAQ-100® Equal Wtd ETF) 0.56% (84%)
- JKE (iShares Morningstar Large-Cap Growth) 0.14% (83%)
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- VOOG (Vanguard S&P 500 Growth ETF) 0.02% (68%)
Best Closed End Funds
- MSP (Madison Strategic Sector Prem Common) (89%)
- ETJ (Eaton Vance Risk-Mgd Divers Eq Inc) 1.18% (26%)
- FXBY (Foxby Corp Common) (21%)
- GAM (General American Investors) 0.57% (12%)
- ETV (Eaton Vance Tax-Managed Buy-Write Opp) 0.07% (10%)
- EOS (Eaton Vance Enhanced Equity Income II) 0.10% (10%)
- MCN (Madison-Claymore Covered Call & Eq Strat) 1.26% (7%)
- EOI (Eaton Vance Enhanced Equity Income) 0.32% (5%)
- HEQ (John Hancock Hedged Equity & Income Fund) 0.63% (4%)
- JCE (Nuveen Core Equity Alpha) 0.59% (2%)
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