Find A Portfolio/Ticker
Comparison Box
QQQE: Direxion NASDAQ-100® Equal Wtd ETF (ETF)
Basic Info 81.55 0.12(0.15%) June 23
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (92%) |
| Start Date: | 03/21/2012 |
| Last Dividend Date: | 06/22/2021 |
| 12-Mo. Yield | 0.53% |
| Expenses | 0.35% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/21/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.3 | 8.8 | 37.4 | 21.7 | 39.8 | 27.1 | 37.8 | 36.4 | -5.4 | 153.3 | 8.5 | 2.7 | 21.2 | 43.8 | -3.2 |
| SR | NA | 0.84 | 1.85 | 0.81 | 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 | 19.9 | 19.8 | 25.0 | 37.8 | 218.3 | 34.5 | 16.2 | 20.2 | 70.6 | 17.1 | 16.5 | 140.0 | 309.4 | 641.8 |
| TR | NA | 0.22 | 0.48 | 0.23 | 0.43 | 0.29 | 0.4 | 0.46 | -0.07 | 1.03 | 0.08 | 0.03 | 0.21 | 1.33 | -0.03 |
| Alpha(%) | NA | 0.01 | 0.01 | -0.01 | 0.07 | 1.01 | -0.04 | 0.01 | -0.02 | 0.33 | 0.04 | -0.02 | 0.43 | 2.08 | 8.44 |
| Beta(%) | NA | 0.77 | 0.76 | 0.88 | 0.91 | 0.91 | 0.93 | 0.76 | 0.93 | 1.49 | 1.1 | 0.98 | 1.01 | 0.33 | 1.65 |
| RS | NA | 0.89 | 0.87 | 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
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
Best Mutual Funds
- DPLGX (Delaware Pooled Large-Cap Growth Equity) 0.50% (100%)
- FGCKX (Fidelity Growth Company K) 0.37% (100%)
- FBGKX (Fidelity Blue Chip Growth K) 0.55% (100%)
- FBGRX (Fidelity Blue Chip Growth) 0.55% (100%)
- FAGCX (Fidelity Advisor Growth Opportunities I) 0.61% (100%)
- PRWAX (T. Rowe Price New America Growth) 0.18% (99%)
- FDGRX (Fidelity Growth Company) 0.37% (99%)
- PAWAX (T. Rowe Price New America Growth Adv) 0.18% (99%)
- SCATX (RidgeWorth Aggressive Growth Stock I) 3.14% (99%)
- JGVRX (JPMorgan Growth Advantage R5) 0.25% (99%)
Best ETFs
- IWY (iShares Russell Top 200 Growth) 0.01% (96%)
- ONEQ (Fidelity Nasdaq Composite Tr Stk ETF) 0.11% (95%)
- QQQE (Direxion NASDAQ-100® Equal Wtd ETF) 0.15% (92%)
- SCHG (Schwab US Large-Cap Growth ETF) 0.03% (92%)
- VONG (Vanguard Russell 1000 Growth ETF) 0.09% (90%)
- MGK (Vanguard Mega Cap Growth ETF) 0.11% (90%)
- VUG (Vanguard Growth ETF) 0.07% (86%)
- IWF (iShares Russell 1000 Growth) 0.01% (81%)
- VOOG (Vanguard S&P 500 Growth ETF) 0.03% (72%)
- QQEW (First Trust NASDAQ-100 Equal Wtd ETF) 0.14% (70%)
Best Closed End Funds
- EOS (Eaton Vance Enhanced Equity Income II) 0.04% (61%)
- ETJ (Eaton Vance Risk-Mgd Divers Eq Inc) 0.35% (50%)
- FXBY (Foxby Corp Common) (50%)
- MSP (Madison Strategic Sector Prem Common) 0.15% (44%)
- MCN (Madison-Claymore Covered Call & Eq Strat) 1.39% (34%)
- GAM (General American Investors) 0.23% (21%)
- JCE (Nuveen Core Equity Alpha) 0.19% (20%)
- EOI (Eaton Vance Enhanced Equity Income) 0.33% (17%)
- ETV (Eaton Vance Tax-Managed Buy-Write Opp) 0.18% (16%)
- HEQ (John Hancock Hedged Equity & Income Fund) 0.24% (8%)
Latest Articles Related to QQQE
comments powered by Disqus
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
Community Comments