Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QQEW (First Trust NASDAQ-100 Equal Weighted Index Fund) | 11.51% | 19.95% | 15.88% | 8.66% | 14.44% | 13.80% | 11.92% | … | … |
Data as of 06/04/2026, Common starting date is 04/25/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QQEW (First Trust NASDAQ-100 Equal Weighted Index Fund) | 04/25/2006 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.79 | 19.95 | 15.88 | 8.66 | 14.44 | 13.80 | 11.92 | … | … | 11.51 | 14.23 | 7.00 | 33.31 | -24.59 | 17.75 | 37.28 | 35.87 | -5.29 | 25.81 | 7.11 | 2.15 | 19.11 | 39.91 | 15.14 | -2.81 | 20.76 | 58.87 | -43.57 | 9.63 | 2.65 |
| Sharpe Ratio | NA | 1.07 | 0.70 | 0.29 | 0.61 | NA | NA | … | … | 1.15 | 0.55 | 0.22 | 1.78 | -0.86 | 1.05 | 1.07 | 2.16 | -0.34 | 2.64 | 0.40 | 0.13 | 1.37 | 3.17 | 0.96 | -0.11 | 1.04 | 2.01 | -1.14 | 0.38 | 0.02 |
| Standard Deviation(%) | NA | 16.43 | 17.92 | 20.67 | 20.88 | NA | NA | … | … | 20.37 | 20.90 | 15.05 | 16.84 | 30.22 | 16.95 | 34.44 | 15.90 | 19.80 | 9.57 | 17.10 | 16.61 | 13.91 | 12.57 | 15.82 | 25.34 | 19.89 | 29.21 | 39.12 | 17.10 | 17.76 |
| Draw Down(%) | NA | 15.74 | 21.42 | 32.13 | 32.13 | NA | NA | … | … | 15.56 | 21.42 | 10.39 | 12.58 | 30.79 | 10.34 | 30.80 | 10.11 | 20.12 | 4.53 | 15.46 | 13.56 | 8.84 | 5.70 | 13.34 | 20.96 | 16.35 | 19.53 | 53.99 | 12.52 | 16.97 |
| Yield(%) | 0.00 | 0.34 | 0.63 | 0.54 | 1.01 | 1.55 | 1.62 | … | … | 0.01 | 0.46 | 0.61 | 0.93 | 0.50 | 0.28 | 0.46 | 0.64 | 0.52 | 0.37 | 0.80 | 0.63 | 1.25 | 0.63 | 1.24 | 0.44 | 0.61 | 0.35 | 0.03 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/25/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QQEW (First Trust NASDAQ-100 Equal Weighted Index Fund) |
-6.51%
May 2006 – May 2009 |
1.17%
Oct 2007 – Oct 2012 |
9.09%
Nov 2006 – Nov 2016 |
9.42%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QQEW (First Trust NASDAQ-100 Equal Weighted Index Fund) |
32.99%
Feb 2009 – Feb 2012 |
28.45%
Feb 2009 – Feb 2014 |
19.52%
Feb 2009 – Feb 2019 |
17.94%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart