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QQQE: Direxion NASDAQ-100® Equal Wtd ETF (ETF)
Basic Info 86.12 0.76(0.87%) September 17
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 03/21/2012 |
| Last Dividend Date: | 06/22/2021 |
| 12-Mo. Yield | 0.53% |
| Expenses | 0.35% |
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Performance Analytics (As of 09/17/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.7 | 14.9 | 37.2 | 23.5 | 39.9 | 27.1 | 37.8 | 36.4 | -5.4 | 153.3 | 8.5 | 2.7 | 21.2 | 43.8 | -3.2 |
| SR | NA | 1.28 | 2.12 | 0.92 | 1.04 | 0.12 | 1.08 | 2.16 | -0.33 | 2.18 | 0.48 | 0.16 | 0.15 | 0.14 | -0.01 |
| DD(%) | NA | 10.3 | 10.3 | 30.9 | 30.9 | 53.7 | 30.9 | 10.2 | 20.1 | 4.4 | 15.4 | 13.4 | 52.8 | 51.6 | 53.7 |
| SD(%) | NA | 16.9 | 17.5 | 24.9 | 37.6 | 215.4 | 34.5 | 16.2 | 20.2 | 70.6 | 17.1 | 16.5 | 140.0 | 309.4 | 641.8 |
| TR | NA | 0.29 | 0.49 | 0.26 | 0.43 | 0.29 | 0.4 | 0.46 | -0.07 | 1.03 | 0.08 | 0.03 | 0.21 | 1.33 | -0.03 |
| Alpha(%) | NA | 0.02 | 0.03 | -0.01 | 0.07 | 0.98 | -0.04 | 0.01 | -0.02 | 0.33 | 0.04 | -0.02 | 0.43 | 2.08 | 8.44 |
| Beta(%) | NA | 0.75 | 0.77 | 0.88 | 0.9 | 0.91 | 0.93 | 0.76 | 0.93 | 1.49 | 1.1 | 0.98 | 1.01 | 0.33 | 1.65 |
| RS | NA | 0.86 | 0.85 | 0.89 | 0.16 | 0.0 | 0.93 | 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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