Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| QQQH | 5.36% | 10.69% | 19.67% | 7.22% | NA | NA | NA | -4.05% |
Data as of 07/14/2025, AR inception is 12/20/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QQQH | 12/20/2019 | 07/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.70 | 10.69 | 19.67 | 7.22 | NA | NA | NA | -4.05 | 5.36 | 25.97 | 30.95 | -28.35 | 9.77 | -40.69 | 0.31 |
| Sharpe Ratio | NA | 0.44 | 0.25 | 0.10 | NA | NA | NA | -0.10 | 0.34 | 0.21 | 2.13 | -2.03 | 0.88 | -0.57 | 1.26 |
| Standard Deviation(%) | NA | 16.51 | 62.23 | 48.95 | NA | NA | NA | 55.27 | 18.49 | 105.80 | 12.96 | 14.68 | 11.08 | 71.01 | 9.90 |
| Draw Down(%) | NA | 15.18 | 52.73 | 52.73 | NA | NA | NA | 68.98 | 15.18 | 52.73 | 9.83 | 29.11 | 6.14 | 53.74 | 1.24 |
| Yield(%) | 0.00 | 10.66 | 10.32 | 7.38 | 2.29 | 1.52 | 1.14 | 4.57 | 6.57 | 8.85 | 8.72 | 5.99 | 7.91 | 4.08 | 0.65 |
Data as of 07/14/2025, AR inception is 12/20/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QQQH (QQQH) |
-2.57%
Jan 2020 - Jan 2023 |
6.86%
Apr 2020 - Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QQQH (QQQH) |
19.92%
Jun 2022 - Jun 2025 |
9.41%
Feb 2020 - Feb 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart