EMCAX vs. TQQQ

In the year-to-date period, EMCAX achieves a -4.33% return, which is significantly higher than TQQQ's -27.25% return. Over the past 10 years, EMCAX has underperformed TQQQ with an annualized return of 5.84%, while TQQQ has yielded a comparatively higher 29.23% annualized return.

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EMCAX has a 1.96% expense ratio, which is higher than TQQQ's 0.95% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Empiric 2500 Fund (EMCAX) 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.

The current EMCAX Sharpe Ratio is 0.37, which is higher than the TQQQ Sharpe Ratio of 0.03. The chart below compares the historical Sharpe Ratios of EMCAX and TQQQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

EMCAX's dividend yield for the trailing twelve months is around 0.13%, less than TQQQ's 1.72% yield.

The maximum EMCAX drawdown since its inception was -60.58%, smaller than the maximum TQQQ drawdown of -81.66%. Use the drawdown chart below to compare losses from any high point for EMCAX and TQQQ. For additional features, visit the drawdowns tool.

The current volatility for Empiric 2500 Fund (EMCAX) is 9.66%, while ProShares UltraPro QQQ (TQQQ) has a volatility of 39.24%. This indicates that EMCAX 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.