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TQQQ main

Last updated Mar 24, 2023

Expense Ratio

0.45%

Dividend Yield

1.95%

Asset Allocation


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


100.00%200.00%300.00%400.00%500.00%NovemberDecember2023FebruaryMarch
476.16%
138.54%
TQQQ main
Benchmark (^GSPC)
Portfolio components

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 monthYear-To-Date6 months1 year5 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%
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%

Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current TQQQ main Sharpe ratio is -0.42. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-1.00-0.80-0.60-0.40-0.20NovemberDecember2023FebruaryMarch
-0.42
-0.54
TQQQ main
Benchmark (^GSPC)
Portfolio components

Dividends

TQQQ main granted a 1.94% dividend yield in the last twelve months.


PeriodTTM2022202120202019201820172016201520142013

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.


-35.00%-30.00%-25.00%-20.00%-15.00%NovemberDecember2023FebruaryMarch
-24.20%
-17.68%
TQQQ main
Benchmark (^GSPC)
Portfolio components

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, 202023Mar 23, 202082Jul 20, 2020105
-36.79%Dec 28, 2021202Oct 14, 2022
-28.18%Oct 4, 201856Dec 24, 201875Apr 12, 2019131
-19.86%Nov 4, 201568Feb 11, 2016106Jul 14, 2016174
-19.3%Jul 21, 201526Aug 25, 201548Nov 2, 201574
-17.12%Sep 3, 202014Sep 23, 202051Dec 4, 202065
-15.88%Jan 29, 201844Apr 2, 201880Jul 25, 2018124
-13.57%Apr 24, 201928Jun 3, 201926Jul 10, 201954
-10.85%Sep 22, 201419Oct 16, 201411Oct 31, 201430
-10.2%Feb 16, 202113Mar 4, 202121Apr 5, 202134

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.


10.00%20.00%30.00%40.00%50.00%NovemberDecember2023FebruaryMarch
26.93%
19.59%
TQQQ main
Benchmark (^GSPC)
Portfolio components