Find A Portfolio/Ticker
Comparison Box
TQQQ: ProShares UltraPro QQQ (ETF)
Basic Info 62.94 0.14(0.22%) May 17
Asset Class: | Trading-Leveraged Equity |
MyPlanIQ Rating: | (12%) |
Start Date: | 02/11/2010 |
Last Dividend Date: | 03/20/2024 |
12-Mo. Yield | 2.45% |
Expenses | 0.86% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 05/17/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 02/11/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 6.4 | 24.6 | 110.6 | -11.9 | 17.0 | 29.0 | 35.4 | 198.1 | -89.5 | 83.0 | 110.1 | 133.8 | -19.8 | 118.1 | 11.4 | 17.2 | 57.1 | 139.7 | 52.3 | -8.0 | 78.1 |
Sharpe Ratio | NA | 1.54 | 2.2 | -0.18 | 0.19 | 0.41 | 0.54 | 3.71 | -0.77 | 1.53 | 1.01 | 2.75 | -0.31 | 3.87 | 0.23 | 0.32 | 1.37 | 3.84 | 1.15 | -0.11 | 1.64 |
Draw Down(%) | NA | 21.3 | 33.1 | 90.8 | 90.8 | 90.8 | 90.8 | 33.1 | 90.5 | 30.4 | 69.9 | 30.5 | 58.1 | 14.7 | 38.1 | 37.2 | 23.4 | 17.3 | 31.9 | 43.9 | 43.1 |
Standard Deviation(%) | NA | 48.3 | 48.5 | 79.4 | 82.1 | 68.0 | 63.9 | 53.0 | 117.6 | 54.2 | 108.0 | 48.1 | 68.2 | 30.5 | 48.6 | 53.1 | 41.7 | 36.4 | 45.8 | 70.8 | 55.6 |
Treynor Ratio | NA | 0.19 | 0.27 | -0.04 | 0.05 | 0.08 | 0.11 | 0.53 | -0.24 | 0.23 | 0.39 | 0.36 | -0.06 | 0.33 | 0.03 | 0.05 | 0.17 | 0.48 | 0.16 | -0.03 | 0.31 |
Alpha | NA | -0.15 | -0.02 | -0.07 | -0.01 | 0.02 | 0.02 | 0.18 | -0.37 | -0.07 | 0.26 | -0.01 | 0.07 | 0.05 | -0.07 | 0.09 | 0.04 | 0.04 | 0.01 | 0.01 | 0.08 |
Beta | NA | 3.98 | 3.9 | 3.75 | 3.27 | 3.33 | 3.23 | 3.73 | 3.8 | 3.6 | 2.83 | 3.64 | 3.76 | 3.61 | 3.36 | 3.22 | 3.35 | 2.94 | 3.3 | 2.85 | 2.91 |
RSquared | NA | 0.9 | 0.86 | 0.76 | 0.79 | 0.81 | 0.82 | 0.85 | 0.73 | 0.76 | 0.87 | 0.9 | 0.9 | 0.63 | 0.83 | 0.89 | 0.84 | 0.8 | 0.84 | 0.89 | 0.89 |
Yield(%) | N/A | 0.5 | 2.3 | 0.3 | 0.3 | 1.0 | N/A | 3.8 | 0.1 | 0.0 | 0.0 | 0.1 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -65.6 | 182.1 | 937.5 | 1357.8 | N/A | N/A | 540.0 | N/A | N/A | -100.0 | 25.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/11/2010
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 Trading-Leveraged Equity Asset Class Trend Rankings |
Top Rated Funds in Trading-Leveraged Equity
Best Mutual Funds
- RYEUX (EUROPE 1.25X STRATEGY FUND CLASS H) 0.44% (100%)
- PMPIX (PRECIOUS METALS ULTRASECTOR PROFUND PRECIOUS METALS ULTRASECTOR PROFUND INVESTOR CLASS) 4.36% (84%)
- BIPIX (BIOTECHNOLOGY ULTRASECTOR PROFUND BIOTECHNOLOGY ULTRASECTOR PROFUND INVESTOR CLASS) 2.43% (83%)
- ENPIX (OIL & GAS ULTRASECTOR PROFUND OIL & GAS ULTRASECTOR PROFUND INVESTOR CLASS) 2.07% (82%)
- UTPIX (UTILITIES ULTRASECTOR PROFUND UTILITIES ULTRASECTOR PROFUND INVESTOR CLASS) 0.14% (81%)
- PHPIX (PHARMACEUTICALS ULTRASECTOR PROFUND PHARMACEUTICALS ULTRASECTOR PROFUND INVESTOR CLASS) 0.29% (80%)
- HCPIX (HEALTH CARE ULTRASECTOR PROFUND HEALTH CARE ULTRASECTOR PROFUND INVESTOR CLASS) 0.23% (80%)
- CNPIX (CONSUMER GOODS ULTRASECTOR PROFUND CONSUMER GOODS ULTRASECTOR PROFUND INVESTOR CLASS) 0.39% (79%)
- UOPIX (Ultra Nasdaq-100 Profunds Investor Clas) 0.14% (78%)
- TEPIX (TECHNOLOGY ULTRASECTOR PROFUND TECHNOLOGY ULTRASECTOR PROFUND INVESTOR CLASS) 0.36% (77%)
Best ETFs
- ROM (ProShares Ultra Technology) 0.64% (99%)
- ERX (Direxion Daily Energy Bull 2X Shares) 2.82% (98%)
- FAS (Direxion Daily Financial Bull 3X Shares) 1.81% (97%)
- TNA (Direxion Daily Small Cap Bull 3X Shares) 0.02% (94%)
- DIG (ProShares Ultra Oil & Gas) 2.48% (92%)
- RXL (ProShares Ultra Health Care) 0.01% (91%)
- UCC (ProShares Ultra Consumer Services) 0.61% (90%)
- URE (ProShares Ultra Real Estate) 0.21% (88%)
- UYM (ProShares Ultra Basic Materials) 1.62% (84%)
- DRN (Direxion Daily Real Estate Bull 3X Shares) 0.33% (62%)