BKGFY vs. TQQQ

Last updated Jun 3, 2026

BKGFY (Berkeley Group Holdings PLC ADR) is a stock, while TQQQ (ProShares UltraPro QQQ) is Leveraged Equities fund tracking the NASDAQ-100 Index (300%). At a correlation of -0.50, they often move in opposite directions.

Performance

BKGFY vs. TQQQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Berkeley Group Holdings PLC ADR (BKGFY) and ProShares UltraPro QQQ (TQQQ). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

BKGFY

• 1D: 1.55%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

TQQQ

• 1D: 1.37%
• 1M: 33.57%
• YTD: 65.71%
• 6M: 58.23%
• 1Y: 145.30%
• 3Y*: 69.92%
• 5Y*: 29.86%
• 10Y*: 45.44%

*Multi-year figures are annualized to reflect compound growth (CAGR)

BKGFY vs. TQQQ - Yearly Performance Comparison

	2026 (YTD)
BKGFY Berkeley Group Holdings PLC ADR	-0.87%
TQQQ ProShares UltraPro QQQ	4.23%

Correlation

The correlation between BKGFY and TQQQ is -0.50, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 29, 2026	-0.50

Return for Risk

BKGFY vs. TQQQ — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TQQQ

TQQQ Risk / Return Rank: 75
TQQQ Sharpe Ratio Rank: 89
TQQQ Sortino Ratio Rank: 69
TQQQ Omega Ratio Rank: 68
TQQQ Calmar Ratio Rank: 79
TQQQ Martin Ratio Rank: 71

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BKGFY vs. TQQQ - Risk-Adjusted Trends 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	BKGFY	TQQQ	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	3.07	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.45	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.69	—
Sharpe Ratio (All Time) Calculated using the full available price history	-2.27	0.74	-3.01

Drawdowns

BKGFY vs. TQQQ - Drawdown Comparison

The maximum BKGFY drawdown since its inception was -2.38%, 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.

Drawdown Indicators

	BKGFY	TQQQ	Difference
Max Drawdown Largest peak-to-trough decline	-2.38%	-81.66%	+79.28%
Max Drawdown (1Y) Largest decline over 1 year	—	-36.97%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-58.04%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-81.66%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-81.66%	—
Current Drawdown Current decline from peak	-0.87%	0.00%	-0.87%
Average Drawdown Average peak-to-trough decline	-1.23%	-18.53%	+17.30%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	11.28%	—

Volatility

Volatility by Period

	BKGFY	TQQQ	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	13.26%	—
Volatility (6M) Calculated over the trailing 6-month period	—	36.05%	—
Volatility (1Y) Calculated over the trailing 1-year period	27.96%	47.63%	-19.67%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	27.96%	66.55%	-38.59%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	27.96%	65.98%	-38.02%

Dividends

BKGFY vs. TQQQ - Dividend Comparison

BKGFY has not paid dividends to shareholders, while TQQQ's dividend yield for the trailing twelve months is around 0.36%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BKGFY Berkeley Group Holdings PLC ADR	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
TQQQ ProShares UltraPro QQQ	0.36%	0.65%	1.27%	1.26%	0.57%	0.00%	0.00%	0.06%	0.11%	0.00%	0.00%	0.01%

Frequently Asked Questions

Can I hold both BKGFY and TQQQ in my portfolio?

BKGFY and TQQQ have a correlation of -0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.