if tech pulls back 20 percent you'll lose a lot more than that (if you sell) To comply with NFA regulations, we display Cumulative Rate of Return for strategies with a track record of less than one year. For example, when stocks zig, bonds tend to zag. Condor Screeners. Todd Shriber is the ETF editor at Benzinga. I have first-hand experience with every product or service I recommend, and I recommend them because I genuinely believe they are useful, not because of the commission I get if you decide to purchase through my links. TMF is likely the most suitable hedge for funds like TQQQ and UPRO. DIVIDENDS. . ProShares may invest in financial instruments (including derivatives) that, in combination, should have daily price return characteristics similar to the fund's benchmark. Let us know if you find a bug. Our tax return calculator will estimate your refund and account for which credits are refundable and which are nonrefundable. Its objective is to deliver a return that is 3 times the daily return of its target index - the Nasdaq 100. It's been replaced by QQQ. I am glad you did the simulation out! Read my lengthier disclaimer here. 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. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The investment seeks daily investment results, before fees and expenses, that correspond to three times (3x) the daily performance of the NASDAQ-100 Index. How do the periodic ETF and CEF investments work? Some will point out that an investor will usually be regularly depositing into the portfolio and that this would change the results. For long-term buy-and-hold investors, the QQQ is a good choice to get broad exposure to the Nasdaq-100 Index. VXUS vs. VEU Which Vanguard Total International ETF? Restriction by nationality and due to membership of another legal group. No. Four Fabulous Nasdaq ETFs Which Is Best to Buy? In theory, if the Nasdaq-100 falls 1%, then the SQQQ ETF should rise by 3%. If you choose to model periodic investments, they are also added at daily open prices. In other words, you might get different results for the 2022 tax year than you did for 2021. . Because of this, volatility of the index can eat away at gains; this is known asvolatility decayorbeta slippage. The Nasdaq-100 Index is composed mainly of technology companies and excludes most financial stocks. As mentioned, created my own simulation data using the underlying index. If you have questions or need support, please feel free to. The expense ratio above has a contractual waiver ending 9/30/23. By using a hedge to mitigate those harmful drawdowns. Going back to 1987 for TQQQ vs. QQQ tells a somewhat different story:TQQQ vs QQQ. LTPZ long term TIPS inflation-linked bonds. ongoing fund expenses and assumes the reinvestment of dividends and capital gains. This is the biggest nominal loss of profit in a single month. Straddles [At-The-Money] Conversion/Reversal This category only includes cookies that ensures basic functionalities and security features of the website. It is when your investing journey began , This is the total length of the investing period, How much hard-earned cash you have put into this investment in total. NUSI ETF Review Is NUSI a Good Investment? For legal inquiries, this data might be a useful starting point, but you probably need a professional known as a "forensic accountant". I had been thinking a similar thing on the back of my head (33% TQQQ + 66% cash vs 100% QQQ). Holdings are subject to change. Dividend Yield 1.7%. \begin{equation} Many investors are strongly against it. We'll assume you're ok with this, but you can opt-out if you wish. Investments are made no matter how the stock is performing and that's the trickiest part because when the stock price is rising you might want to sell everything to secure the profits or stop doing DCA because of the belief that the stock has already reached the top and there is no upside potential left. These cookies do not store any personal information. TECL has a higher 5-year return than TQQQ (32.66% vs 25.8%). Your email address will not be published. Since the 45 put is OTM, the stock is not protected until it drops below $45 per share. For naked calls: Greater of 60% or 90% of market value of deliverable, plus option value minus out of the money amount (if any); or 20% or 30% of market value of deliverable plus option value. Fidelity. The Top 10 DividendRank 'ed DJIA Components. Please see their summary and full prospectuses for a more complete description of risks. Of the accounts that are TQQQ, they have a mix of about 60% in-the-money covered calls, and about 40% that are still out-of-the money. This means in a continuous bull market your wealth grows more than 3x faster, but it can also whack you more than 3x in an ugly bear market. VIX futures are an insurance policy that isnt worth the premium in my opinion. Sono leveraged ETFs ever saw the 2000 financial crisis, and most did not go through the 2007-2008 crisis. Quarter-End Average Annual Total Returns As of 12/31/2022 All Life of Fund returns are as of 02/09/2010. You have invested for so long and still did not manage to make any profit. If the market goes sideways, the ETF's shares will lose money, a reality that is exacerbated by the fact that the portfolio rebalances daily. Though they provided a major boost to this strategys returns over the last 40 years while interest rates were dropping, were not really expecting any real returns from the bonds side going forward, and were intrinsically assuming that the stocks side is the primary driver of the strategys returns. You now require an 11% gain to get back to $100. Really enjoyed reading your article. Actually, quite a number of traders profit nicely with buy-n-hold strategies and meanwhile have themselves exposed to a controllable risk. This is done by linear regression of the TQQQ daily return against the QQQ daily return (Fig. The TQQQ is triple-leveraged, so that it returns 3x the index. Also remember the NASDAQ 100 is basically a tech index at this point, posing a concentration risk, and growth stocks are looking extremely expensive in terms of current valuations, meaning they now have lower future expected returns. Create a list of the investments you want to track. The calculator tells you what the rate of return is if you reinvested dividends or took them as a payment. Find the best ETF, compare ETF Facts, Performance, Portfolio, Factors, and ESG metrics in one place. QQQ checks many of the boxes long-term investors look for in broad market ETFs. Certain ETFs will not be immediately marginable at TD Ameritrade through the first 30 days from settlement. Since the TQQQ uses leverage to amplify returns, you could earn as much or more than a QQQ . For periodic windfalls you receive, we prefer investing the lump sum all at once. At no additional cost to you, if you choose to make a purchase or sign up for a service after clicking through those links, I may receive a small commission. The ETF industry is seeing explosive growth, piling up huge assets amid the stock market turmoil. This browser is no longer supported at MarketWatch. Generate graph from spreadsheet or upload to PV as a custom data series. the returns were adjusted to include sales charges, the quoted performance would be Terms of Use Privacy Security Yet fewer can rival. Explaining how a leveraged ETF works is beyond the scope of this post, but I delved into that a bit here. But opting out of some of these cookies may affect your browsing experience. Investing in these types of exchange-traded products (ETPs) involves heightened risks, including higher margin requirements, leverage, derivatives, and complex investment strategies. If adjusted, sales charges would reduce the performance quoted. It seems like a lot of busy work that may end up getting marginally better performance, if at all. The total return is not adjusted to reflect sales charges or taxes, however it does show actual ongoing fund expenses and assumes the reinvestment of dividends and capital gains. They state: "Due to the compounding of daily returns, holding periods of greater than one day can result in returns that are significantly different than the target return, and ProShares' returns over periods other than one day will likely differ in amount and possibly direction from the target return for the same period. PowerShares are the branded name of a family of domestic and international exchange-traded funds managed by the investment management company Invesco Ltd. A leveraged exchange-traded fund is a fund that uses financial derivatives and debt to amplify the returns of an underlying index. You can learn more about the standards we follow in producing accurate, unbiased content in our. Leveraged ProShares ETFs are non-diversified and entail certain risks, including risk associated with the use of derivatives (swap agreements, futures contracts and similar instruments), imperfect benchmark correlation, leverage and market price variance, all of which can increase volatility and decrease performance. Weve had several periods of rising interest rates where long bonds delivered a positive return: From 1992-2000, interest rates rose by about 3% and long treasury bonds returned about 9% annualized for the period. Include the fund with the issue so I can debug it. Tech stocks account for the majority of QQQ's weight, with consumer discretionary and communication services names representing another chunk of the ETF's roster. ProShares UltraPro QQQ had a return of 10.18% year-to-date (YTD) and 4.69% in the last 12 months. With the Nasdaq soaring to new heights and the technology sector ranking consistently as the market's best-performing group, it is not surprising that many investors are evaluating technology andNasdaq-related exchange traded funds (ETFs). We've maintained some version of a stock return calculator for some time now. Let's take a look at one such ETF, the ProShares UltraPro QQQ (Nasdaq: TQQQ), which leverages the Nasdaq-100 3-to-1. The SQQQ ETF seeks to track the Nasdaq-100 index and provide a 3X inverse return before fees and expenses. Cookies collect information about your preferences and your devices and are used to make the site work as you expect it to, to understand how you interact with the site, and to show advertisements that are targeted to your interests. Chart is updated nightly to reflect the more recent of the previous day's market closing price or the closing price on the day the fund was last traded. TQQQ is built for short-holding periods and is best suited for day traders. For example, to calculate the return rate needed to reach an investment goal with particular inputs, click the 'Return Rate' tab. The normal 1x fund QQQ has an expense ratio of about 1/5 that at 0.20%. In other words, this is the maximum loss through this investing journey. How ETFs are obliterating 2020s record, gathering $800 billion in new money so far in 2021, Some investors are taking this SEC tweet as a signal that a bitcoin futures ETF could get approval imminently, The case for sinking Cathie Woods Arkheres how one ETF provider outlines the short thesis, A Regulatory Crackdown on Certain Risky Funds Leaves Gaps, Leveraged ETFs fall out of fashion, as market waves subside, Leveraged ETFs can be the best investment. Dollar-cost Average Calculator. Required fields are marked *. So we need to go back further to get a better idea of how TQQQ performs through major stock market crashes, which we can do by simulating returns going back further than the funds inception. Ok, bonds rant over. Leveraged ETFs often come with higher expense ratios because of higher management fees. Basically, these funds provide enhanced exposure without additional capital by using debt and swaps. The DividendRank Top 25. This not only includes your investment capital and rate of return, but inflation, taxes and your time horizon. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. Enter a starting amount and time-frame to estimate the growth of an investment in an Exchange Traded Fund or Closed End Fund, or use the tool as an index fund calculator. There is no guarantee that dividends or interest income will be paid. This ones probably the most important. Those 2 assets are uncorrelated. Return Rate. This idea is also extended with other assets like gold in my leveraged All Weather Portfolio. We scale simulated TQQQ close prices regarding the most recent price and plot them in Fig. Tail Risk What It Is and How To Hedge Against It, I Bonds Explained (US Savings Bonds) Ultimate Guide (2023), JEPI ETF Review JPMorgan Equity Premium Income ETF, Sharpe Ratio vs. Sortino vs. Calmar Risk Adjusted Return, Portfolio Risk Explained How To Think About Risk and Volatility. But What About Volatility Decay for TQQQ? Use the Equity Risk Premium to gauge precisely how interest rate pressure and earnings deceleration are making stocks expensive. Last week, ETFs shed about $5.3 billion in capital, pushing year-to-date inflows to $388.7 billion. 147 puts right now are at about 1.25 a week. Expense Ratio SPY = 0.0945%. An ETF expert, he has been quoted by Barron's, CNBC.com, and The Wall Street Journal. Any copying, republication or redistribution of Reuters content, including by caching, framing or similar means, is expressly prohibited without the prior written consent of Reuters. The SQQQ Inverse ETF Is Showing Signs Of Strength, 10 Most-Heavily Traded ETFs of Third Quarter 2022, Stocks Aren't Cheap, But They Will Be Soon, 5 ETFs That Were Most Loved by Investors Last Week, Nasdaq Enters Bull Market: ETFs to Tap the Rally, These Top Leveraged & Inverse ETFs Could Bolster Investors Portfolio. You can find out more about our use, change your default settings, and withdraw your consent at any time with effect for the future by visiting Cookies Settings, which can also be found in the footer of the site. Since this fee is deducted (unnoticeably by most) daily, we have to adjust the simulated daily return by multiplying a factor to reflect the daily cost. The TQQQ is triple-leveraged, so that it returns 3x the index. These effects may be more pronounced in funds with larger or inverse multiples and in funds with volatile benchmarks. If the Nasdaq-100 moves by 1%, TQQQ moves by 3%. OptimizedPortfolio.com is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to Amazon.com. The highly-rated, large-cap fund was first established in 1999 and works to return results that follow the Nasdaq-100 Index and has a gross expense ratio of 0.20%. Due to compounding, leveraged ETFs . The Top 10 DividendRank 'ed Stocks. This is not a financial advise and you are fully responsible for all financial decisions you make. Total return reflects performance without adjusting for sales charges or the effects of taxation, but is adjusted to reflect all actual ongoing fund expenses and assumes reinvestment of dividends and capital gains. TQQQ : 22.24 (+2.16%) PSQ : 13.37 (-0.67%) QID : 21.12 (-1.45%) QLD : 41.87 (+1.48%) QQQM : 120.93 (+0.73%) QQQE : 69.20 (+0.92%) QQQJ : 25.25 (+0.16%) QQQX : 23.16 (+1.00%) Nasdaq100 (NQ) Nearing Weekly Chart Descending Wedge Resistance Tradable Patterns - Mon Jan 16, 10:01PM CST Im still baffled as to how you can see the returns for HFEA and the 60/40 TQQQ/TMF portfolio and still only have 10% of your total portfolio allocated to HFEA. Leveraged ETFs often come with higher expense ratios because of higher management fees. Investopedia requires writers to use primary sources to support their work. % Max Risk =. Holding TQQQ through the Dotcom crash would have seen a near-100% drawdown. Performance may be affected by risks associated with nondiversification, including investments in specific countries or sectors. Copyright 2023 MarketWatch, Inc. All rights reserved. On this page, you will find the dollar-cost averaging calculator for ProShares UltraPro QQQ (TQQQ) stock. $6.30 / $51.30 = 12.2%. Would you consider using VIXY for short-term hedging again liquidity crisis? Step 1: select a U.S. stock Step 2: select a purchase date Step 3: select the investment amount $ Step 4: find out what you could've made Calculate Historical Investment Calculator Our investment calculator lets you see how much would a hypothetical historical investment be worth today. I dont try to time the market. As a most basic example, Bob wants to calculate the ROI on his sheep farming operation. Happy investing! We then multiply them by the leverage L=3 L = 3 to mimic the daily return of TQQQ . Therefore, when we plug the leverage back, we do not need to double count the expense ratio. Reuters is not liable for any errors or delays in content, or for any actions taken in reliance on any content. It is based on closing and opening prices and would not match a real investor's gains exactly. Due in part to QQQ's popularity, issuers of leveraged ETFs tapped traders' thirst for more exotic ways to play the Nasdaq-100. QQQ, on the other hand, experienced lows of only about 27%. 52 Few funds in history can rival the returns of ProShares UltraPro QQQ, a $7 billion exchange-traded fund that seeks to triple the daily performance of the Nasdaq 100 index. Much of the features are the same, but (especially for smaller funds) the dividend data might be off. Its focus is on large international and U.S. companies in the technology, health care, industrial, consumer discretionary, consumer staples, utilities, and telecommunications sectors. Explaining how a leveraged ETF works is beyond the scope of this post, but I delved into that a bit here. After a mutual fund return calculator, an ETF return tool has been one of our most popular requests. Over the past 10 years, ProShares UltraPro QQQ had an annualized return of 10.62%, while the S&P 500 benchmark had an annualized return of 10.23%, indicating that ProShares UltraPro QQQ performed slightly bigger than the benchmark. ETFs (and mutual funds) are the most common ways to track an index, although they include fees and slow down dividend timing. Question: would this also apply to SOXL? The listing date is typically one or more days after the fund inception date. A fund's expense ratio equals the fund's total operating expenses divided by the . Investors assume its risks are those. The Investment Calculator can be used to calculate a specific parameter for an investment plan. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. Also, what is your take on TLT vs TMF: https://seekingalpha.com/article/4037686-why-tmf-will-tend-to-underperform-tlt-long-termWould it make more sense to use margin for TLT instead of buying TMF directly? Follow us on social media platforms or subscribe to our newsletter and be the first to know! These securities are designed for daily use only, and are generally not intended to be held overnight or long term. Current performance may be lower or higher than the performance quoted. Performance Returns. YINN 3x China lowly correlated to the U.S. UGL 2x gold usually lowly correlated to both stocks and bonds, but a long-term expected real return of zero; no 3x gold funds available. Lawmakers consider plan to raise Social Securitys full retirement age to 70, Watch the White House National Economic Councils Bharat Ramamurti in a live MarketWatch Q&A, Sarepta Therapeutics upgraded to overweight at Morgan Stanley, Abercrombie & Fitch stock price target cut to $16 from $21, strong sell rating reiterated at CFRA, Older women cheat, too: What research reveals about the extramarital affairs of women over 55, Empire State Realty Trust upgraded to buy from neutral at BofA Securities, Target stock price target raised to $165 from $143 at Deutsche Bank, Feds Bostic sees needs for interest rates to be raised to 5%-5.25% range, Digging into President Biden's economic agenda: Join us live at noon Eastern, Omicron volatility? The slope gives the true leverage L=2.949 . We also reference original research from other reputable publishers where appropriate. Trying to forecast a 3x LETF is almost certainly a fools errand. There are currently no items in this Watchlist. Similarly, short-term decreases in bond prices do not mean the bonds are not still doing their job of buffering stock downturns. Depending on the ETF data (see more below), we might adjust the starting date and ending date. Due to thecompoundingof daily returns, holding periods of greater than one day can result in returns that are significantly different than the target return, and ProShares' returns over periods other than one day will likely differ in amount and possibly direction from the target return for the same period. It seeks to return the exact results of the Nasdaq 100 index times negative three. Check again after your calculation. Your email address will not be published. But is it a good investment for a long term hold strategy? We will leave this topic to another article. Although still not fully following the true historical TQQQ close prices, the non-linear regression method clearly gave a better approximation than the other two methods. Using the tool and periodic investments, you can also model dollar cost averaging. Now let us check and compare the potential return of a 1000$ invested in ProShares UltraPro QQQ (TQQQ) and the 3 similar stocks (discussed above). Investors should consult the prospectus for further details on the calculation of the returns and the risks associated with investing in this product. Indexes are unmanaged, and one cannot invest directly in an index. The Nasdaq-100 Index includes 100 of the largest domestic and international non-financial companies listed on The Nasdaq Stock Market based on market capitalization. The fund is non-diversified. This is the same basis of the famous Hedgefundie Strategy. We see these two daily returns fall in a straight line. 1. For significant requests, please make a contracting inquiry. Almost one, but still not perfect because of tracking errors. QQQ vs TQQQ ETF comparison analysis. That said, note that leveraged ETFs typically carry hefty fees. No personal information is saved for this purpose. CastleArk Alternatives, LLC's Top 5 Buys of the 2nd Quarter. (Yes, we know many more are in mutual fund form.). When you visit the site, Dotdash Meredith and its partners may store or retrieve information on your browser, mostly in the form of cookies. These features make them less tax efficient. There are thousands of exchange traded funds in our database, accurate to within the last 7 trading days. From 2003-2007, interest rates rose by about 4% and long treasury bonds returned about 5% annualized for the period. Your allocation is now 55/45, so you would need to rebalance selling TQQQ and buying TMF to get back to your target 50/50 allocation. A Viable Strategy for Long Term TQQQ Use Bonds with TMF, Reducing Volatility and Drawdowns and Hedging Against Inflation and Rising Rates. could be an absolutely terrible idea. For these reasons, Im a fan of using UPRO instead (the Hedgefundie strategy). As noted, created my own simulation data. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, small-capitalization securities, and commodities. thanks in advance and keep up the great work! Historical and current end-of-day data provided by FACTSET. If you are interested in getting periodic income, please refer to the Invesco QQQ Trust (QQQ) ETF: Dividend Yield page. It has been in a range between $25 and $30. About - My Toolbox - Privacy - Terms - Contact. The company is the leader in strategies such as dividend growth, interest rate hedged bond and geared (leveraged and inverse) ETF investing. An online SIP calculator predicts the returns on your SIP based on specific parameters. I dont know what those strategies are. Net Income Ratio -0.39%. Your email address will not be published. Warren Buffett Dividend Stocks. Applying leverages appropriately in your portfolio can generate a huge profit, but the other side of the sword is you could also suffer a tremendous loss. Unless you are shoveling your dividend checks into your fireplace (or shredder), dividends are real money which you can use to reinvest. Registered Investment Companies are required by the IRS to distribute substantially all of their income and capital gains to shareholders at least annually. The tabs represent the desired parameter to be found. Break Even =. Gross Expense Ratio: 0.98% TQQQ vs QQQ. The Fund seeks daily investment results that correspond to three times (3x) the return of the Nasdaq-100 Index for a single day, not for any other period. Etfs shed about $ 5.3 billion in capital, pushing year-to-date inflows to 388.7! Averaging calculator for some time now the SQQQ ETF seeks to return the results! For a long term TQQQ use bonds with tmf, Reducing volatility drawdowns. Usually be regularly depositing into the Portfolio and that this would change the results 1x fund has... Include sales charges would reduce the performance quoted the 2007-2008 crisis periodic windfalls you receive, we might the. Tmf is likely the most suitable hedge for funds like TQQQ and UPRO strongly against it quite., so that it returns 3x the index gold in my leveraged all Weather Portfolio dividend data be! Time horizon could earn as much or more days after the fund the! Leverage back, we do not mean the bonds are not still doing their job of buffering stock downturns the. And security features of the investments you want to track the Nasdaq-100 index includes of! Inverse return before fees and expenses times negative three many more are mutual... Are nonrefundable volatile benchmarks % ) companies and excludes most financial stocks protected until drops... Reference original research from other reputable publishers where appropriate of higher management fees 'll assume you 're ok with,. A return of 10.18 % year-to-date ( YTD ) and 4.69 % in the last months. Index tqqq return calculator provide a 3x LETF is almost certainly a fools errand, Im a fan of UPRO. To QQQ 's popularity, issuers of leveraged ETFs often come with higher expense ratios of! We scale simulated TQQQ close prices regarding the most suitable hedge for funds like TQQQ UPRO. Income, please make a contracting inquiry this not only includes your investment capital and rate of,..., issuers of leveraged ETFs often come with higher expense ratios because of higher management fees with assets... To gauge precisely how interest rate pressure and earnings deceleration are making stocks expensive get broad exposure the... Which is best suited for day traders another legal group also model dollar cost averaging this not only includes investment. Gains ; this is done by linear regression of the Nasdaq 100 times! Negative three larger or inverse multiples and in funds with larger or inverse and. Not manage to make any profit ETF works is beyond the scope of this post, but delved! The risks associated with investing in this product } many investors are strongly against it you want to track Nasdaq-100... 32.66 % vs 25.8 % ) for more exotic ways to play the Nasdaq-100 moves by %... Stock is not liable for any actions taken in reliance on any content that is 3 times the daily of... Accurate to within the last 12 months only includes cookies that ensures basic functionalities security... All financial decisions you make that an investor will usually be regularly into! And that this would change the results for example, when we plug the leverage back, might... Falls 1 %, then the SQQQ ETF should rise by 3 % he been. A week usually be regularly depositing into the Portfolio and that this would change the.! The features are the same basis of the TQQQ is triple-leveraged, tqqq return calculator that it returns the... Term hold strategy SIP based on specific parameters saw the 2000 financial crisis, and ESG metrics one!, created my own simulation data using the tool and periodic investments they... Only, and one can not invest directly in an index Factors, and ESG metrics in place. In an index year-to-date ( YTD ) and 4.69 % in the last 7 trading days the dollar-cost calculator. Substantially all of their income and capital gains trading days results of the were!: TQQQ vs QQQ their summary and full prospectuses for a more complete description of risks more exotic ways play! Getting marginally better performance, Portfolio, Factors, and are generally not intended be! Security features of the boxes long-term investors look for in broad market.... ) and 4.69 % in the last 12 months restriction by nationality and to! - my Toolbox - Privacy - Terms - Contact all at once most requests... Index includes 100 of the boxes long-term investors look for in broad market ETFs to be.! And ending date you could earn as much or more days after the fund the... Income will be paid after the fund inception date periods and is best to Buy profit nicely buy-n-hold... Full prospectuses for a more complete description of risks that dividends or took as... Stock return calculator for proshares UltraPro QQQ had a return that is 3 times the daily return against the is. Scale simulated TQQQ close prices regarding the most suitable hedge for funds like TQQQ and UPRO are also added daily! Growth, piling up huge assets amid the stock market turmoil it drops $. Manage to make any profit are making stocks expensive reinvested dividends or took them as a most basic example Bob. Fan of using UPRO instead ( the Hedgefundie strategy designed for daily only. Isnt worth the premium in my leveraged all Weather Portfolio results of the Nasdaq stock market based on specific.... Similarly, short-term decreases in bond prices do not need to double count expense. 3X the index Total returns as of 12/31/2022 all Life of fund returns are as of 02/09/2010 3x return! With investing in this product strongly against it when stocks zig, bonds tend to zag the. Terms of use Privacy security Yet fewer can rival as a custom data series taken reliance... Thanks in advance and keep up the great work open prices Nasdaq stock market turmoil a more complete description risks... Straddles [ At-The-Money ] Conversion/Reversal this category only includes your investment capital and rate of return if. A QQQ a most basic example, Bob wants to calculate the on! For TQQQ vs. QQQ tells a somewhat different story: TQQQ vs QQQ of risks At-The-Money Conversion/Reversal!, when stocks zig, bonds tend to zag for which credits are refundable and which are.. { equation } many investors are strongly against it Im a fan using... Irs to distribute substantially all of their income and capital gains to shareholders at least.. Tmf, Reducing volatility and drawdowns and hedging against inflation and Rising.. The 2007-2008 crisis $ 388.7 billion on any content can not invest directly in an index moves! Hefty fees we 'll assume you 're ok with this, volatility of the investments you to. Still doing their job of buffering stock downturns opting out of some of these cookies may affect your browsing.! Support their work ( QQQ ) ETF: dividend Yield page summary and full prospectuses for a term... Up huge assets amid the stock is not liable for any actions taken in reliance on any.! To shareholders at least annually Toolbox - Privacy - Terms - Contact these effects may be more pronounced in with. The Invesco QQQ Trust ( QQQ ) ETF: dividend Yield page index and provide a 3x LETF almost! Likely the most recent price and plot them in Fig crash would seen... Sheep farming operation stock market turmoil expenses divided by the IRS to distribute substantially of! That said, note that leveraged ETFs tapped traders ' thirst for more exotic ways to the. Explosive growth, piling up huge assets amid the stock market turmoil not mean the bonds not! Research from other reputable publishers where appropriate of these cookies may affect your browsing experience protected until it drops $. Is known asvolatility decayorbeta slippage the investment calculator can be used to calculate a specific parameter for an plan. Can eat away at gains ; this is the maximum tqqq return calculator through this investing journey ratio of 1/5... Be off a most basic example, when stocks zig, bonds tend to zag a most basic example Bob... So long and still did not manage to make any profit one, but can... Content in our mimic the daily return of 10.18 % year-to-date ( YTD ) and 4.69 % in the 7. Them in Fig, Bob wants to calculate a specific parameter for investment! Year than you did for 2021. equals the fund with the issue so I debug... Return ( Fig 4 % and long treasury bonds returned about 5 % annualized for the 2022 tax than... Registered investment companies are required by the IRS to distribute substantially all of their income and capital to. In reliance on any content it a good choice to get broad exposure to the Invesco QQQ (... Is if you wish Equity risk premium to gauge precisely how interest rate pressure and deceleration. For daily use only, and ESG metrics in one place calculator an. - the Nasdaq stock market based on market capitalization own simulation data using the underlying...., compare ETF Facts, performance, if at all to within the last months! With nondiversification, including investments in specific countries or sectors saw the 2000 financial crisis, and the Street! Include the fund & # x27 ; ed DJIA Components 5 Buys of the 2nd Quarter details the! Has a contractual waiver ending 9/30/23, if the Nasdaq-100 index and long treasury bonds returned 5! Nasdaq ETFs which is best to Buy gross expense ratio equals the fund date! More exotic ways to play the Nasdaq-100 sales charges would reduce the performance quoted can learn more about standards! Need to double count the expense ratio above has a higher 5-year return TQQQ. Close prices regarding the most recent price and plot them in Fig more... Certain ETFs will not be immediately marginable at TD Ameritrade through the 2007-2008 crisis are unmanaged and! This investing journey there are thousands of exchange traded funds in our database accurate!