BKGFY vs. TQQQ
Compare and contrast key facts about Berkeley Group Holdings PLC ADR (BKGFY) and ProShares UltraPro QQQ (TQQQ).
TQQQ is a passively managed fund by ProShares that tracks the performance of the NASDAQ-100 Index (300%). It was launched on Feb 9, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BKGFY or TQQQ.
Key characteristics
| BKGFY | TQQQ | |
|---|---|---|
| YTD Return | 11.78% | 33.83% |
| 1Y Return | 29.42% | 63.22% |
| 3Y Return (Ann) | 2.53% | -1.23% |
| 5Y Return (Ann) | 11.78% | 33.63% |
| 10Y Return (Ann) | 15.86% | 34.33% |
| Sharpe Ratio | 1.26 | 1.26 |
| Daily Std Dev | 24.19% | 53.04% |
| Max Drawdown | -50.84% | -81.66% |
| Current Drawdown | -4.14% | -21.69% |
Correlation
The correlation between BKGFY and TQQQ is 0.16, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BKGFY vs. TQQQ - Performance Comparison
In the year-to-date period, BKGFY achieves a 11.78% return, which is significantly lower than TQQQ's 33.83% return. Over the past 10 years, BKGFY has underperformed TQQQ with an annualized return of 15.86%, while TQQQ has yielded a comparatively higher 34.33% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BKGFY vs. TQQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Berkeley Group Holdings PLC ADR (BKGFY) and ProShares UltraPro QQQ (TQQQ). 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.
Dividends
BKGFY vs. TQQQ - Dividend Comparison
BKGFY's dividend yield for the trailing twelve months is around 4.77%, more than TQQQ's 1.28% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
BKGFY Berkeley Group Holdings PLC ADR | 4.77% | 2.57% | 0.53% | 8.75% | 11.88% | 0.38% | 2.90% | 3.06% | 4.09% | 5.40% | 7.54% |
TQQQ ProShares UltraPro QQQ | 1.28% | 1.26% | 0.57% | 0.00% | 0.00% | 0.06% | 0.11% | 0.00% | 0.00% | 0.01% | 0.03% |
Drawdowns
BKGFY vs. TQQQ - Drawdown Comparison
The maximum BKGFY drawdown since its inception was -50.84%, smaller than the maximum TQQQ drawdown of -81.66%. Use the drawdown chart below to compare losses from any high point for BKGFY and TQQQ. For additional features, visit the drawdowns tool.
Volatility
BKGFY vs. TQQQ - Volatility Comparison
The current volatility for Berkeley Group Holdings PLC ADR (BKGFY) is 7.56%, while ProShares UltraPro QQQ (TQQQ) has a volatility of 19.64%. This indicates that BKGFY experiences smaller price fluctuations and is considered to be less risky than TQQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.