Invesco QQQ Trust Series 1 (QQQ.O)

At A Glance

You hold QQQ.O in 0 portfolios

Price

300.40USD

 9.13 +3.14%

1:14pm EDT

Category
US Diversified Equity
YTD Return (Cumulative)
 -24.50%
Classification
Large-Cap Growth
3 Year Return (Annualized)
 18.98%
52 Week High
$408.71
52 Week Low
$280.21
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)
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Lipper Peer3 Risk & Returns Scanner

QQQ.O — More Risk, More Return

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QQQ.O outperforms 98 funds in its category for 3 Year Return, which is higher than the category median.

QQQ.O has a higher risk than 97 other funds in its category, but its risk/return ratio is still lower than the category median.

Compare QQQ.O to its peers...

There are Equity funds with higher returns, but they all carry higher risk.

 
 

Fees & Expenses

Expense Ratio
Vs. Category

Expense Ratio0.20
 
 
QQQ.O
Category Range

Growth of $10,000 Over 5 Years
(Before & After Fees)*

$120 in fees
$20,423 before
 
$20,303 after
*Fees were calculated assuming an initial investment of $10,000 followed by additional reinvestments of $2,500 every year for four years (with an estimated rate of return of 5 percent)

Risk Analysis (calculations as of May 26, 2022)

Fund or Index3Yr Annualized
Standard Deviation		Sharpe
Ratio
Based on Broad-Index
AlphaBetaR2
QQQ.O21.6250.8850.291.070.86
Lipper Lg-Cap Growth IX
Lipper Classification Index
20.8550.6640.4081.0170.967
S&P 500 TR IX
Broad-Based Index
18.6610.7560.2941.0690.859

Similar Funds & ETFs

2 Mutual Funds »

Mid-Cap Core (FTVNX)
YTD Return
 -3.8%
3Yr Return
 13.6%
5Yr Return
--

FTVNX's YTD Return outperformed QQQ.O

Equity Income (HULIX)
YTD Return
 -4.6%
3Yr Return
 13.3%
5Yr Return
 11.6%

HULIX's YTD Return outperformed QQQ.O

1 ETF »

YTD Return
 0.6%
3Yr Return
 18.2%
5Yr Return
 13.4%

CDC's YTD Return outperformed QQQ.O

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