TQQQ main
Expense Ratio
- 0.45%
Dividend Yield
- 1.95%
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
DGRW WisdomTree U.S. Dividend Growth Fund | Large Cap Growth Equities, Dividend | 75% |
TQQQ ProShares UltraPro QQQ | Leveraged Equities, Leveraged | 25% |
Performance
The chart shows the growth of $10,000 invested in TQQQ main in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $57,616 for a total return of roughly 476.16%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Returns
As of Mar 24, 2023, the TQQQ main returned 11.13% Year-To-Date and 19.51% of annualized return in the last 10 years.
| 1 month | Year-To-Date | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | -3.20% | 2.84% | 4.19% | -12.48% | 8.83% | 9.25% |
| TQQQ main | -1.39% | 11.13% | 9.92% | -14.31% | 16.91% | 19.51% |
| Portfolio components: | ||||||
TQQQ ProShares UltraPro QQQ | 6.94% | 48.61% | 11.20% | -53.78% | 17.25% | 33.35% |
DGRW WisdomTree U.S. Dividend Growth Fund | -3.97% | -0.21% | 7.15% | -3.16% | 11.20% | 11.69% |
| Returns over 1 year are annualized | ||||||
Dividends
TQQQ main granted a 1.94% dividend yield in the last twelve months.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 1.94% | 1.76% | 1.37% | 1.49% | 1.77% | 2.01% | 1.43% | 1.82% | 1.91% | 1.61% | 0.96% |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below shows the maximum drawdowns of the TQQQ main. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the TQQQ main is 43.61%, recorded on Mar 23, 2020. It took 82 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -43.61% | Feb 20, 2020 | 23 | Mar 23, 2020 | 82 | Jul 20, 2020 | 105 |
| -36.79% | Dec 28, 2021 | 202 | Oct 14, 2022 | — | — | — |
| -28.18% | Oct 4, 2018 | 56 | Dec 24, 2018 | 75 | Apr 12, 2019 | 131 |
| -19.86% | Nov 4, 2015 | 68 | Feb 11, 2016 | 106 | Jul 14, 2016 | 174 |
| -19.3% | Jul 21, 2015 | 26 | Aug 25, 2015 | 48 | Nov 2, 2015 | 74 |
| -17.12% | Sep 3, 2020 | 14 | Sep 23, 2020 | 51 | Dec 4, 2020 | 65 |
| -15.88% | Jan 29, 2018 | 44 | Apr 2, 2018 | 80 | Jul 25, 2018 | 124 |
| -13.57% | Apr 24, 2019 | 28 | Jun 3, 2019 | 26 | Jul 10, 2019 | 54 |
| -10.85% | Sep 22, 2014 | 19 | Oct 16, 2014 | 11 | Oct 31, 2014 | 30 |
| -10.2% | Feb 16, 2021 | 13 | Mar 4, 2021 | 21 | Apr 5, 2021 | 34 |
Volatility Chart
Current TQQQ main volatility is 16.34%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.