Tech 60 40 10yr
The chart shows the growth of an initial investment of $10,000 in Tech 60 40 10yr, 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
The earliest data available for this chart is Mar 10, 1999, corresponding to the inception date of QQQ
As of Dec 9, 2023, the Tech 60 40 10yr returned 33.12% Year-To-Date and 15.82% of annualized return in the last 10 years.
Monthly Returns Heatmap
Tech 60 40 10yr granted a 0.33% dividend yield in the last twelve months.
The Tech 60 40 10yr features an expense ratio of 0.12%, 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.
Asset Correlations Table
The Drawdowns chart displays portfolio losses from any high point along the way.
The table below displays the maximum drawdowns of the Tech 60 40 10yr. 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 Tech 60 40 10yr was 70.60%, occurring on Oct 9, 2002. Recovery took 3631 trading sessions.
|-70.6%||Mar 27, 2000||637||Oct 9, 2002||3631||Mar 13, 2017||4268|
|-42.69%||Oct 4, 2018||363||Mar 16, 2020||205||Jan 6, 2021||568|
|-11.63%||Feb 17, 2022||12||Mar 7, 2022||7||Mar 16, 2022||19|
|-11.55%||Apr 20, 2022||25||May 24, 2022||74||Sep 9, 2022||99|
|-9.86%||Nov 24, 2021||7||Dec 3, 2021||20||Jan 3, 2022||27|
The current Tech 60 40 10yr volatility is 3.41%, 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.