Qqqq

The chart shows the growth of an initial investment of CA$10,000 in Qqqq, 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 Every 3 months.

Based on dividend-adjusted daily data since Jun 2, 2023, Qqqq's average daily return is +0.33%, while the average monthly return is +7.21%. At this rate, an investment would double in approximately 0.8 years.

Historically, 65% of months were positive and 35% were negative. The best month was Feb 2024 with a return of +27.6%, while the worst month was Mar 2025 at -12.8%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 3 months.

On a daily basis, Qqqq closed higher 60% of trading days. The best single day was Apr 9, 2025 with a return of +13.1%, while the worst single day was Jan 27, 2025 at -12.2%.

Qqqq has an annualized alpha of 61.72%, beta of 1.71, and R2 of 0.53 versus S&P 500 Index. Calculated based on daily prices since June 02, 2023.

• This portfolio captured 478.51% of S&P 500 Index gains and 118.78% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• This portfolio generated an annualized alpha of 61.72% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
• Beta of 1.71 means this portfolio moves significantly more than S&P 500 Index - expect amplified gains in rallies and amplified losses in downturns.

Qqqq has an expense ratio of 0.02%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

Qqqq ranks 22 for risk / return — below 22% of Portfolios on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk. Learn how to interpret the Sharpe ratio.

The current Qqqq Sharpe ratio is 1.59 as of Jun 20, 2026 (the value is recalculated daily), calculated over the past 12 months.

Compared to the broad market, where average Sharpe ratios range from 1.67 to 2.57, this portfolio's current Sharpe ratio places it in the bottom 25%. This suggests weaker risk-adjusted returns than most portfolios, possibly due to lower returns, higher volatility, or both. It may be worth reviewing the allocation. You can use the Portfolio Optimization tool to explore options for improving the Sharpe ratio.

The chart below shows the rolling Sharpe ratio of Qqqq compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Qqqq provided a 0.28% dividend yield over the last twelve months.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Qqqq. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Qqqq was 37.61%, occurring on Apr 4, 2025. Recovery took 45 trading sessions.

The current Qqqq drawdown is 1.85%.

The chart below shows the rolling one-month volatility.