Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| QQQ (Invesco QQQ Trust Series I) | 8.93% | 11.06% | 25.14% | 16.76% | 18.74% | 19.38% | 15.26% | 10.33% |
Data as of 07/10/2025, AR inception is 03/10/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QQQ (Invesco QQQ Trust Series I) | 03/10/1999 | 07/10/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.14 | 11.06 | 25.14 | 16.76 | 18.74 | 19.38 | 15.26 | 10.33 | 8.93 | 25.58 | 54.86 | -32.58 | 27.42 | 48.62 | 38.96 | -0.12 | 32.66 | 7.10 | 9.45 | 19.67 | 36.65 | 18.12 | 3.49 | 20.14 | 54.67 | -41.72 | 19.03 | 7.15 | 1.57 | 10.53 | 49.67 | -37.37 | -33.34 | -36.38 | 78.95 |
| Sharpe Ratio | NA | 0.42 | 1.02 | 0.67 | 0.76 | NA | NA | 0.32 | 0.54 | 1.22 | 2.90 | -1.06 | 1.50 | 1.34 | 2.31 | -0.07 | 3.11 | 0.42 | 0.53 | 1.42 | 3.00 | 1.19 | 0.15 | 1.04 | 2.14 | -1.07 | 0.88 | 0.24 | -0.05 | 0.55 | 1.99 | -0.93 | -0.67 | -0.70 | 3.22 |
| Standard Deviation(%) | NA | 25.45 | 22.50 | 23.45 | 22.63 | NA | NA | 27.23 | 29.63 | 18.04 | 17.83 | 32.18 | 18.23 | 35.88 | 16.21 | 22.94 | 10.33 | 16.22 | 17.88 | 13.87 | 12.22 | 15.31 | 23.75 | 19.30 | 25.52 | 39.75 | 18.17 | 15.66 | 13.24 | 17.27 | 24.61 | 41.55 | 54.45 | 58.33 | 31.21 |
| Draw Down(%) | NA | 22.77 | 22.77 | 35.12 | 35.12 | NA | NA | 82.96 | 22.77 | 13.56 | 10.78 | 34.83 | 10.85 | 28.56 | 10.98 | 22.79 | 4.88 | 13.89 | 13.94 | 8.25 | 5.85 | 11.64 | 16.10 | 15.62 | 18.30 | 50.00 | 11.44 | 17.27 | 13.06 | 15.85 | 12.19 | 51.86 | 58.41 | 52.67 | 11.91 |
| Yield(%) | 0.00 | 0.56 | 0.91 | 0.87 | 1.71 | 3.41 | 3.13 | 1.82 | 0.26 | 0.71 | 0.96 | 0.53 | 0.55 | 0.80 | 1.02 | 0.89 | 1.09 | 1.15 | 1.07 | 1.67 | 1.33 | 1.45 | 0.93 | 0.97 | 0.67 | 0.27 | 0.33 | 0.32 | 0.35 | 1.05 | 0.06 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/10/2025, AR inception is 03/10/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QQQ (Invesco QQQ Trust Series I) |
-38.68%
Mar 2000 - Mar 2003 |
-19.53%
Mar 2000 - Mar 2005 |
-8.06%
Feb 2000 - Feb 2010 |
0.38%
Mar 2000 - Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QQQ (Invesco QQQ Trust Series I) |
38.06%
Dec 2018 - Dec 2021 |
28.38%
Dec 2016 - Dec 2021 |
22.95%
Dec 2011 - Dec 2021 |
21.41%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart