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.
Correlation
The correlation between BKGFY and TQQQ is 0.19, 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
Key characteristics
BKGFY:
-0.61
TQQQ:
1.04
BKGFY:
-0.71
TQQQ:
1.54
BKGFY:
0.91
TQQQ:
1.20
BKGFY:
-0.41
TQQQ:
1.33
BKGFY:
-1.03
TQQQ:
4.29
BKGFY:
15.24%
TQQQ:
13.17%
BKGFY:
25.74%
TQQQ:
54.54%
BKGFY:
-50.84%
TQQQ:
-81.66%
BKGFY:
-29.68%
TQQQ:
-2.79%
Returns By Period
In the year-to-date period, BKGFY achieves a -2.81% return, which is significantly lower than TQQQ's 14.23% return. Over the past 10 years, BKGFY has underperformed TQQQ with an annualized return of 9.03%, while TQQQ has yielded a comparatively higher 35.21% annualized return.
BKGFY
-2.81%
5.67%
-28.74%
-17.50%
-2.59%
9.03%
TQQQ
14.23%
8.72%
28.40%
59.66%
26.84%
35.21%
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Risk-Adjusted Performance
BKGFY vs. TQQQ — Risk-Adjusted Performance Rank
BKGFY
TQQQ
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 6.33%, more than TQQQ's 1.11% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BKGFY Berkeley Group Holdings PLC ADR | 6.33% | 6.15% | 2.61% | 0.57% | 8.75% | 11.58% | 0.38% | 2.89% | 3.12% | 4.09% | 5.30% | 7.40% |
TQQQ ProShares UltraPro QQQ | 1.11% | 1.27% | 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 8.06%, while ProShares UltraPro QQQ (TQQQ) has a volatility of 14.85%. 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.