https://www.lazyportfolioetf.com/etf/invesco-qqq-trust-qqq/ (2024)

Data Source: from January 1971 to March 2024 (~53 years)
Consolidated Returns as of 31 March 2024
Live Update: Apr 23 2024, 04:00PM Eastern Time

Category: Stocks

Invesco QQQ Trust (QQQ) ETF

ETF • LIVE PERFORMANCE (USD currency)

1.56%

1 Day

Apr 23 2024, 04:00PM Eastern Time

4.20%

Current Month

April 2024

In the last 30 Years, the Invesco QQQ Trust (QQQ) ETF obtained a 14.30% compound annual return, with a 23.97% standard deviation.

Table of contents

The first official book of

Mastering ETF Investing

How to build wealth
with Lazy Portfolios and Passive Investing Strategies

Choose a goal
Employ the best metrics to evaluate it
Join the passive investing strategy

Discover new asset allocations in USD and EUR,
in addition to the lazy portfolios on the website.

The ETF is related to the following investment themes:

Asset Class: Equity

Size: Large Cap
Style: Growth
Region: North America

Country: U.S.
Sector: Technology
Industry: Broad Technology

The Invesco QQQ Trust (QQQ) ETF is part of the following Lazy Portfolios:

Portfolio Name	Author	QQQ Weight▾	Currency
Technology		100.00%	USD
Shield Strategy	Aim Ways	16.00%	USD
Gold Pivot Ptf	Aim Ways	16.00%	USD
Aim comfortable trip	Aim Ways	11.00%	USD
Ulcer Free Strategy	Aim Ways	7.00%	USD

Investment Returns as of Mar 31, 2024

The Invesco QQQ Trust (QQQ) ETF guaranteed the following returns.

Returns are calculated in USD, assuming:

no fees or capital gain taxes.
the reinvestment of dividends.
the actual US Inflation rates.

INVESCO QQQ TRUST (QQQ) ETF

Consolidated returns as of 31 March 2024

Live Update: Apr 23 2024, 04:00PM Eastern Time

Swipe left to see all data

	Chg (%)		Return (%)	Return (%) as of Mar 31, 2024
	1 Day	*Time ET^()**	Apr 2024	1M	6M	1Y	5Y	10Y	30Y	MAX (~53Y)
Invesco QQQ Trust (QQQ) ETF	1.56		-4.20	1.27	24.41	39.27	20.61	18.58	14.30	12.75
US Inflation Adjusted return				0.89	22.44	34.59	15.76	15.31	11.47	8.48
Returns over 1 year are annualized \| Available data source: since Jan 1971
(*) Eastern Time (ET - America/New York)
US Inflation is updated to Mar 2024. Current inflation (annualized) is 1Y: 3.48% , 5Y: 4.19% , 10Y: 2.84% , 30Y: 2.54%

Live update: World Markets and Indexes

In 2023, the Invesco QQQ Trust (QQQ) ETF granted a 0.95% dividend yield. If you are interested in getting periodic income, please refer to the Invesco QQQ Trust (QQQ) ETF: Dividend Yield page.

Capital Growth as of Mar 31, 2024

An investment of 1$, since April 1994, now would be worth 55.17$, with a total return of 5417.17% (14.30% annualized).

The Inflation Adjusted Capital now would be 25.99$, with a net total return of 2499.29% (11.47% annualized).

An investment of 1$, since January 1971, now would be worth 597.22$, with a total return of 59621.70% (12.75% annualized).

The Inflation Adjusted Capital now would be 76.13$, with a net total return of 7512.73% (8.48% annualized).

Readings that may interest you

Mastering ETF Investing: How to Build Wealth with Lazy Portfolios and Passive ...

Investment Metrics as of Mar 31, 2024

Metrics of Invesco QQQ Trust (QQQ) ETF, updated as of 31 March 2024.

Metrics are calculated based on monthly returns, assuming:

no fees or capital gain taxes.
the reinvestment of dividends.

the actual US Inflation rates.

INVESCO QQQ TRUST (QQQ) ETF

Advanced Metrics

Data Source: 1 January 1971 - 31 March 2024 (~53 years)

Swipe left to see all data

	Metrics as of Mar 31, 2024
	1M	3M	6M	1Y	3Y	5Y	10Y	20Y	30Y	MAX (~53Y)
Investment Return (%)	1.27	8.56	24.41	39.27	12.35	20.61	18.58	14.31	14.30	12.75
Infl. Adjusted Return (%) details	0.89	7.35	22.44	34.59	6.36	15.76	15.31	11.42	11.47	8.48
US Inflation (%)	0.38	1.13	1.61	3.48	5.63	4.19	2.84	2.59	2.54	3.94
Returns / Inflation rates over 1 year are annualized.
DRAWDOWN Inflation Adjusted: Inflation Adjusted:				1Y	3Y	5Y	10Y	20Y	30Y	MAX
Deepest Drawdown Depth (%)				-8.42	-32.58	-32.58	-32.58	-49.74	-81.08	-81.08
Start to Recovery (# months) details				4	24	24	24	38	175	175
Start (yyyy mm)				2023 08	2022 01	2022 01	2022 01	2007 11	2000 04	2000 04
Start to Bottom (# months)				3	12	12	12	16	30	30
Bottom (yyyy mm)				2023 10	2022 12	2022 12	2022 12	2009 02	2002 09	2002 09
Bottom to End (# months)				1	12	12	12	22	145	145
End (yyyy mm)				2023 11	2023 12	2023 12	2023 12	2010 12	2014 10	2014 10
Longest Drawdown Depth (%)				same as deepest	same as deepest	same as deepest	same as deepest	same as deepest	same as deepest	same as deepest
Start to Recovery (# months) details				same as deepest	same as deepest	same as deepest	same as deepest	same as deepest	same as deepest	same as deepest
Start (yyyy mm)				2023 08	2022 01	2022 01	2022 01	2007 11	2000 04	2000 04
Start to Bottom (# months)				3	12	12	12	16	30	30
Bottom (yyyy mm)				2023 10	2022 12	2022 12	2022 12	2009 02	2002 09	2002 09
Bottom to End (# months)				1	12	12	12	22	145	145
End (yyyy mm)				2023 11	2023 12	2023 12	2023 12	2010 12	2014 10	2014 10
Longest negative period (# months) details				4	27	28	28	61	174	174
Period Start (yyyy mm)				2023 07	2021 08	2020 09	2020 09	2004 04	2000 04	2000 04
Period End (yyyy mm)				2023 10	2023 10	2022 12	2022 12	2009 04	2014 09	2014 09
Annualized Return (%)				-13.95	-1.07	-3.70	-3.70	-0.40	-0.14	-0.14
Deepest Drawdown Depth (%)				-9.28	-36.64	-36.64	-36.64	-50.57	-82.10	-82.10
Start to Recovery (# months) details				4	26	26	26	40	206	206
Start (yyyy mm)				2023 08	2022 01	2022 01	2022 01	2007 11	2000 04	2000 04
Start to Bottom (# months)				3	12	12	12	16	30	30
Bottom (yyyy mm)				2023 10	2022 12	2022 12	2022 12	2009 02	2002 09	2002 09
Bottom to End (# months)				1	14	14	14	24	176	176
End (yyyy mm)				2023 11	2024 02	2024 02	2024 02	2011 02	2017 05	2017 05
Longest Drawdown Depth (%)				same as deepest	same as deepest	same as deepest	same as deepest	same as deepest	same as deepest	same as deepest
Start to Recovery (# months) details				same as deepest	same as deepest	same as deepest	same as deepest	same as deepest	same as deepest	same as deepest
Start (yyyy mm)				2023 08	2022 01	2022 01	2022 01	2007 11	2000 04	2000 04
Start to Bottom (# months)				3	12	12	12	16	30	30
Bottom (yyyy mm)				2023 10	2022 12	2022 12	2022 12	2009 02	2002 09	2002 09
Bottom to End (# months)				1	14	14	14	24	176	176
End (yyyy mm)				2023 11	2024 02	2024 02	2024 02	2011 02	2017 05	2017 05
Longest negative period (# months) details				5	31	34	34	68	207	207
Period Start (yyyy mm)				2023 06	2021 04	2021 01	2021 01	2005 01	2000 04	2000 04
Period End (yyyy mm)				2023 10	2023 10	2023 10	2023 10	2010 08	2017 06	2017 06
Annualized Return (%)				-0.62	-1.50	-1.12	-1.12	-0.35	-0.09	-0.09
RISK INDICATORS				1Y	3Y	5Y	10Y	20Y	30Y	MAX
Standard Deviation (%)				15.17	22.30	21.67	18.31	18.35	23.97	22.52
Sharpe Ratio				2.25	0.44	0.87	0.95	0.71	0.50	0.39
Sortino Ratio				3.15	0.58	1.16	1.29	0.94	0.68	0.53
Ulcer Index				2.98	15.80	12.56	9.40	12.46	39.57	32.22
Ratio: Return / Standard Deviation				2.59	0.55	0.95	1.01	0.78	0.60	0.57
Ratio: Return / Deepest Drawdown				4.66	0.38	0.63	0.57	0.29	0.18	0.16
% Positive Months details				75%	61%	65%	64%	61%	60%	59%
Positive Months				9	22	39	77	147	218	381
Negative Months				3	14	21	43	93	142	258
LONG TERM RETURNS Inflation Adjusted: Inflation Adjusted:				1Y	3Y	5Y	10Y	20Y	30Y	MAX
Best 10 Years Return (%) - Annualized							18.58	22.88	22.88	35.78
Worst 10 Years Return (%) - Annualized							18.58	10.20	-8.06	-8.06
Best 10 Years Return (%) - Annualized							15.31	20.31	20.31	32.14
Worst 10 Years Return (%) - Annualized							15.31	7.67	-10.29	-10.29
ROLLING PERIODS Inflation Adjusted: Inflation Adjusted:				1Y	3Y	5Y	10Y	20Y	30Y	MAX
Over the latest 30Y
Best Rolling Return (%) - Annualized				124.99	77.31	58.54	22.88	14.62	14.30
Worst Rolling Return (%) - Annualized				-67.35	-38.68	-19.54	-8.06	3.50	14.30
% Positive Periods				81%	83%	82%	88%	100%	100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized				53.27	10.82	6.29	3.12	2.10	12.30
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized				-	-	-	-	0.51	11.83
WR calculated based on initial capital \| Monthly withdrawals adjusted for inflation \| Credits: BestRetirementPortfolio.com
Best Rolling Return (%) - Annualized				117.98	73.35	54.80	20.31	11.82	11.47
Worst Rolling Return (%) - Annualized				-68.17	-40.15	-21.47	-10.29	1.39	11.47
% Positive Periods				77%	80%	79%	87%	100%	100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized				53.27	10.82	6.29	3.12	2.10	12.30
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized				-	-	-	-	0.51	11.83
WR calculated based on initial capital \| Monthly withdrawals adjusted for inflation \| Credits: BestRetirementPortfolio.com
Over all the available data source (Jan 1971 - Mar 2024)
Best Rolling Return (%) - Annualized				124.99	77.31	58.54	35.78	24.94	15.38
Worst Rolling Return (%) - Annualized				-67.35	-38.68	-19.54	-8.06	3.50	9.78
% Positive Periods				79%	84%	86%	94%	100%	100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized				53.27	10.82	6.29	3.12	2.10	3.35
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized				-	-	-	-	0.51	2.59
WR calculated based on initial capital \| Monthly withdrawals adjusted for inflation \| Credits: BestRetirementPortfolio.com
Best Rolling Return (%) - Annualized				117.98	73.35	54.80	32.14	20.29	12.83
Worst Rolling Return (%) - Annualized				-68.17	-40.15	-21.47	-10.29	1.39	4.57
% Positive Periods				73%	79%	82%	89%	100%	100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized				53.27	10.82	6.29	3.12	2.10	3.35
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized				-	-	-	-	0.51	2.59
WR calculated based on initial capital \| Monthly withdrawals adjusted for inflation \| Credits: BestRetirementPortfolio.com

Terms and Definitions

Annualized Portfolio Return: it's the annualized geometric mean return of the portfolio.
Deepest/Longest Drawdown: a drawdown refers to the decline in value from a relative peak value to a relative trough. The deepest (or maximum) drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained. The longest drawdown is the period observed from a peak to the subsequent peak with the greatest duration.

Longest negative period: it's the maximum period for which an overall negative return has been observed.
Standard Deviation: it's a measure of the dispersion of returns around the mean.
Sharpe Ratio: it's a measure of risk-adjusted performance of the portfolio. It's calculated by dividing the excess return of the portfolio over the risk-free rate by the portfolio standard deviation. The risk-free rate here considered is the 1-3 Mth T-Bill return.

Sortino Ratio: another measure of risk-adjusted performance of the portfolio. It's a modification of the Sharpe Ratio (same formula but the denominator is the portfolio downside standard deviation).
Ulcer Index: it's a measure of downside risk that quantifies the depth and duration of drawdowns in an investment portfolio.
Best/Worst 10Y returns: the best and the worst 10-year return over a time frame.

Rolling Returns: N-year returns over a time frame, calculated over all the available data source (best, worst, % of positive returns). Each rolling period, longer than the longest negative period, yielded a non-negative minimum return.
Safe Withdrawal Rate (SWR): it's the percentage of the initial portfolio balance that can be withdrawn at the beginning of each month with inflation adjustment, without the portfolio running out of money in any case (money amount withdrawal).
For instance: Your initial invested capital is 100.000$; withdrawal rate (annualized) is 4%. This means that, in the first month, you will withdraw 100.000 * 4% * 1/12 = 333.33$. The second month, you’ll withdraw 333.33$ plus the inflation monthly rate. You’ll continue adjusting your withdraw monthly for inflation.
Perpetual Withdrawal Rate (PWR): it's the percentage of the initial portfolio balance that can be withdrawn at the beginning of each month with inflation adjustment, preserving the original invested capital, adjusted for inflation too.

The first official book of

Mastering ETF Investing

Correlations as of Mar 31, 2024

Correlation measures to what degree the returns of the two assets move in relation to each other.

Correlation coefficient is a numerical value between -1 and +1. If one variable goes up by a certain amount, the correlation coefficient indicates which way the other variable moves and by how much.
Asset correlations are calculated based on monthly returns.

Monthly correlations of Invesco QQQ Trust (QQQ) ETF vs the main Asset Classes, over different timeframes. Columns are sortable (click on table header to sort).

INVESCO QQQ TRUST (QQQ) ETF

Monthly correlations as of 31 March 2024

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		Correlation vs QQQ
	Asset Class	1 Year	5 Years	10 Years	30 Years	Since Jan 1992
VTI	US Total Stock Market	0.87	0.92	0.91	0.85	0.85
SPY	US Large Cap	0.86	0.92	0.92	0.83	0.82
IJR	US Small Cap	0.73	0.74	0.70	0.72	0.72
VNQ	US REITs	0.74	0.74	0.63	0.39	0.39
PFF	Preferred Stocks	0.64	0.72	0.67	0.31	0.30
EFA	EAFE Stocks	0.64	0.77	0.78	0.66	0.63
VT	World All Countries	0.80	0.88	0.88	0.78	0.76
EEM	Emerging Markets	0.69	0.66	0.64	0.63	0.60
VGK	Europe	0.61	0.76	0.75	0.65	0.64
VPL	Pacific	0.77	0.76	0.76	0.57	0.53
FLLA	Latin America	0.74	0.56	0.45	0.53	0.52
BND	US Total Bond Market	0.61	0.58	0.43	0.10	0.10
TLT	Long Term Treasuries	0.70	0.33	0.19	-0.09	-0.08
BIL	US Cash	0.13	0.02	0.03	0.00	-0.01
TIP	TIPS	0.51	0.65	0.52	0.11	0.12
LQD	Invest. Grade Bonds	0.66	0.69	0.57	0.22	0.22
HYG	High Yield Bonds	0.68	0.76	0.71	0.52	0.51
CWB	US Convertible Bonds	0.83	0.85	0.85	0.76	0.76
BNDX	International Bonds	0.62	0.62	0.47	0.11	0.11
EMB	Emerg. Market Bonds	0.76	0.72	0.62	0.44	0.44
GLD	Gold	0.03	0.26	0.10	0.02	0.02
DBC	Commodities	-0.27	0.26	0.25	0.23	0.22

If you want to learn more about historical correlations, you can find out here how the main asset class are correlated to each other.

Drawdowns

A drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.

INVESCO QQQ TRUST (QQQ) ETF

Drawdown periods

Drawdown periods - Inflation Adjusted

Data Source: 1 April 1994 - 31 March 2024 (30 Years)

Data Source: 1 January 1971 - 31 March 2024 (~53 years)

Inflation Adjusted:

Chart Table Range

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https://www.lazyportfolioetf.com/etf/invesco-qqq-trust-qqq/ (2024)

FAQs

What is the 10 year average return on the QQQ? ›

Invesco QQQ Market Price: YTD: 8.56%; 1YR: 39.27%; 3YR: 12.34%; 5YR: 20.62%; 10YR: 18.58%; Since Inception: 9.70%.

Explore More ›

What is the maximum drawdown of a lazy portfolio? ›

Run Risk and Return Analysis

Total annual return (assuming reinvested distributions) served as our return measure. Our analysis found that: Each Lazy Portfolio had a maximum drawdown exceeding -35% over the past ten years. Some of the worst Lazy Portfolios exceeded -40% in the same time frame.

See Details ›

How much is the QQQ dividend? ›

When is QQQ dividend payment date? QQQ's next quarterly payment date is on Apr 30, 2024, when QQQ shareholders who owned QQQ shares before Mar 18, 2024 received a dividend payment of $0.57 per share. Add QQQ to your watchlist to be reminded of QQQ's next dividend payment.

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How much does Invesco QQQ ETF charge? ›

Invesco QQQ's total expense ratio is 0.20%. Performance data quoted represents past performance, which is not a guarantee of future results. Investment returns and principal value will fluctuate, and shares, when redeemed, may be worth more or less than their original cost.

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What will QQQ be worth in 5 years? ›

Invesco QQQ stock price stood at $435.48

According to the latest long-term forecast, Invesco QQQ price will hit $450 by the end of 2024 and then $500 by the middle of 2025. Invesco QQQ will rise to $600 within the year of 2027, $700 in 2028, $800 in 2029, $900 in 2031, $1000 in 2033 and $1100 in 2035.

Keep Reading ›

What is the highest return ETF in the last 10 years? ›

Top 10 ETFs by 10-year Performance

Ticker	Fund	10-Yr Return
SMH	VanEck Semiconductor ETF	24.37%
SOXX	iShares Semiconductor ETF	23.62%
PSI	Invesco Dynamic Semiconductors ETF	23.59%
XSD	SPDR S&P Semiconductor ETF	21.88%

6 more rows

Know More ›

What is the 5% drawdown rule? ›

Traders can have a maximum Daily Drawdown of 5% from their starting equity (including all floating losses & profits). The 24-hour period starts at 00:00 GMT+3 server time . For example: If you have a starting balance of $200,000, 5% drawdown equals to a $10,000 loss.

What percentage gains does a 50% drawdown require to return to break even? ›

If you lose 50% you only have 50% of your capital available for investment, so a 100% gain is required to get back to break even.

What is a lazy portfolio? ›

A Lazy Portfolio is a collection of investments that requires very little maintenance. It's the typical passive investing strategy, for long-term investors, with time horizons of more than 10 years. Choose your investment style (Classic or Alternative?), pick your Lazy Portfolios and implement them with ETFs.

Tell Me More ›

What ETF pays the highest dividend? ›

Top 100 Highest Dividend Yield ETFs

Symbol	Name	Dividend Yield
TSLY	YieldMax TSLA Option Income Strategy ETF	53.09%
KMET	KraneShares Electrification Metals Strategy ETF	51.78%
NVDY	YieldMax NVDA Option Income Strategy ETF	50.52%
QQQY	Defiance Nasdaq 100 Enhanced Options Income ETF Defiance Nasdaq 100 Enhanced Option Income ETF	48.12%

93 more rows

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Does Qqq pay monthly? ›

QQQ has a dividend yield of 0.63% and paid $2.64 per share in the past year. The dividend is paid every three months and the last ex-dividend date was Mar 18, 2024.

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Does Qqq pay capital gains? ›

Our ETFs can be tax-efficient investments that provide access to index-based and actively managed strategies. Our tax-efficient ETF lineup includes: 180+ ETFs that haven't paid a single capital gains distribution in the past five years, including RSP, QQQM, and BKLN.

Should I buy or sell QQQ stock? ›

QQQ's analyst rating consensus is a Moderate Buy. This is based on the ratings of 102 Wall Streets Analysts.

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What is the best ETF for Nasdaq? ›

5 Best Nasdaq ETFs To Invest In

Invesco (QQQ) ...
Invesco Nasdaq 100 ETF (QQQM) ...
Fidelity Nasdaq Composite Index ETF (ONEQ) ...
Direxion Nasdaq-100 Equal Weighted Index Shares (QQQE) ...
Invesco Nasdaq Next Gen 100 ETF (QQQJ)

Apr 6, 2024

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What is QQQ average rate of return? ›

Average Nasdaq 100 Returns Based on QQQ

Returns have been calculated based on TradingView charts. Since 1985 (39 years) the Nasdaq 100 has produced an annualized return of 13.65% (not including dividends).

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What is the average return of the Nasdaq in 10 years? ›

The Nasdaq returned 264% over the last decade, compounding at 13.8% annually. Investors can get direct exposure to the index with the Fidelity Nasdaq Composite ETF (NASDAQ: ONEQ).

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What is the average return of the S&P 500 last 10 years? ›

5-year, 10-year, 20-year and 30-year S&P 500 returns

Period (start-of-year to end-of-2023)	Average annual S&P 500 return
10 years (2014-2023)	11.02%
15 years (2009-2023)	12.63%
20 years (2004-2023)	9.00%
25 years (1999-2023)	7.18%

2 more rows

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What is the annual return of QQQ vs S&P 500? ›

That works out to an annualized return of 14.80% for the Nasdaq-100 and 14.57% for Invesco QQQ compared with 9.60% for the S&P 500, although the Nasdaq-100 and Invesco QQQ have been slightly more volatile with a standard deviation of 19.33 and 19.31 vs. the S&P 500's 16.22.

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Can you hold QQQ long term? ›

7 While the Nasdaq-100 is historically more volatile than the S&P 500, QQQ can be held over long time frames while its cousin, TQQQ is definitely a short-term trade.