qqqSP500goldreit

The chart shows the growth of an initial investment of $10,000 in qqqSP500goldreit, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Quarterly

As of Sep 23, 2023, the qqqSP500goldreit returned 6.27% Year-To-Date and 3.89% of annualized return in the last 10 years.

qqqSP500goldreit granted a 0.56% dividend yield in the last twelve months.

The qqqSP500goldreit features an expense ratio of 0.19%, falling within the medium range. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.

This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The Drawdowns chart displays portfolio losses from any high point along the way.

The table below shows the maximum drawdowns of the qqqSP500goldreit. 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 qqqSP500goldreit is 27.40%, recorded on Mar 23, 2020. It took 100 trading sessions for the portfolio to recover.

The current qqqSP500goldreit volatility is 2.99%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.