Invesco QQQ Trust Series 1 (QQQ.O)

At A Glance

You hold QQQ.O in 0 portfolios

Price

368.94USD

 2.31 +0.63%

4:00pm EDT

Category
US Diversified Equity
YTD Return (Cumulative)
 17.59%
Classification
Large-Cap Growth
3 Year Return (Annualized)
 25.33%
52 Week High
$382.78
52 Week Low
$266.97
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Lipper Peer3 Risk & Returns Scanner

QQQ.O — More Risk, More Return

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QQQ.O outperforms 97 funds in its category for 3 Year Return, which is higher than the category median.

QQQ.O has a higher risk than 98 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 Oct 16, 2021)

Fund or Index3Yr Annualized
Standard Deviation
Sharpe
Ratio
Based on Broad-Index
AlphaBetaR2
QQQ.O20.1561.2640.641.010.88
Lipper Lg-Cap Growth IX
Lipper Classification Index
19.4071.1520.2191.0150.961
S&P 500 TR IX
Broad-Based Index
18.4780.9350.6451.0060.879

Similar Funds & ETFs

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YTD Return
 20.5%
3Yr Return
 24.2%
5Yr Return
 25.2%

EGFFX's YTD Return outperformed QQQ.O

YTD Return
 17.4%
3Yr Return
 17.4%
5Yr Return
--

FITLX's YTD Return outperformed QQQ.O

1 ETF »

YTD Return
 18.2%
3Yr Return
 15.1%
5Yr Return
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EQWL's YTD Return outperformed QQQ.O

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