Haha. PSLDX A Review of the PIMCO StocksPLUS Long Duration Fund, Long bonds are too volatile and too susceptible to interest rate risk!, Interest rates can only go up from here! For information about this ETFs fees, please see above. Read carefully before investing. 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. e,.g. Click to enlarge. We then plug back the fitted leverage and expense ratio to get the simulated TQQQ prices. This is done by linear regression of the TQQQ daily return against the QQQ daily return (Fig. Required fields are marked *. Yet fewer can rival. 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? TQQQ has an expense ratio of 0.95%. Had you bought in January 2000 right before the Dotcom crash, youd still be in the red today:TQQQ vs QQQ. Jensen's alpha is used to determine the abnormal return of a security or portfolio of securities over the theoretical expected return. Privacy Notice | $6.30 / $51.30 = 12.2%. We then multiply them by the leverage L=3 L = 3 to mimic the daily return of TQQQ. Unfortunately, the financial blogosphere took the scary-sounding volatility decay and ran with it to erroneously conclude that holding a leveraged ETF for more than a day is a cardinal sin, ignoring the simple underlying math that actually helps on the way up. Now let us check and compare the potential return of a 1000$ invested in ProShares UltraPro QQQ (TQQQ) and the 3 similar stocks (discussed above). For those who believe that the Nasdaq will spike in the short run, the TQQQ may be a better option since it provides leverage. As I noted in the post, I downloaded the historical returns data of the index to create my own simulation data and then uploaded that to PV as a custom data series. We also reference original research from other reputable publishers where appropriate. Your email address will not be published. Gain from Investment - Cost of Investment. It is mandatory to procure user consent prior to running these cookies on your website. For your choice of dates, we model an investment at the open price for the initial lump sum and any dividends then calculate the portfolio value at daily close. 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. We first calculate QQQs daily returns r_{i,i-1}={Q_i}/{Q_{i-1}}-1, where Q_i is QQQs close price on the ith day . For intraday data the current price is used in place of the closing price. What do you think about buying a protective put option at let say 80% strike price quarterly? "Sectors & Industries Overview. Unlike a mutual fund, ETFs can be bought and sold throughout the day on stock exchanges like ordinary shares. Then our goal is simple: perform a nonlinear regression to minimize the total relative daily price differences (in terms of percentages) between the simulated and historical values: Here \tilde{T_n} is the observed historical TQQQ prices. Meeting your long-term investment goal is dependent on a number of factors. However, it is a leveraged product using derivatives and debt to increase the returns to investors. Effective . Using the tool and periodic investments, you can also model dollar cost averaging. "When Performance Matters: Nasdaq-100 vs. S&P 500: Second Quarter '20.". How did you get the QQQ data and the treasury bonds as far as 1985? ETFs are subject to risk similar to those of their underlying securities, including, but not limited to, market, investment, sector, or industry risks, and those regarding short-selling and margin account maintenance. We then multiply them by the leverage L=3 L = 3 to mimic the daily return of TQQQ . . Check out my flat-fee-only fiduciary friends over at Advisor.com. In other words, you might get different results for the 2022 tax year than you did for 2021. . It shows how many months had the highest worth. This is your loss comparing to the highest worth. Maximum Risk =. Im sure this guy has gotten hammered on his TQQQ over the last few months but still collected some premium from his covered calls, Covered calls are in no way a hedge and are definitely not the same as buying a bond.. Now, consider re-investing the premium received and doing more buy/writes of TQQQ. 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. Registered Investment Companies are required by the IRS to distribute substantially all of their income and capital gains to shareholders at least annually. If you have questions or need support, please feel free to. Source: PortfolioVisualizer.com, Notice how if you buy and hold TQQQ alone, it is basically a timing gamble that depends heavily on your entry and exit points. Step 1: Choose between a lump sum or SIP calculation from the top-right corner. Your email address will not be published. Read them carefully before investing. Interactive Data - Real Time Services, Inc. NASDAQ 100 INDEX SWAP GOLDMAN SACHS INTERNATIONAL, NASDAQ 100 INDEX SWAP MORGAN STANLEY & CO. INTERNATIONAL PLC, NASDAQ 100 INDEX SWAP JP MORGAN SECURITIES, NASDAQ 100 E-MINI EQUITY INDEX 17/MAR/2023 NQH3 INDEX, UNITED STATES OF AMERICA BILL ZERO CPN 27/JUN/2023 USD 100. This is why the ET Money calculator has a streamlined design that helps investors with mutual fund return calculation in two easy steps. Ok, bonds rant over. Keep in mind that the figure will not always be exact. We see these two daily returns fall in a straight line. As such, it does not actually hold the shares of any companies. To comply with NFA regulations, we display Cumulative Rate of Return for strategies with a track record of less than one year. Download daily historical return data of the underlying index.2. Dollar-cost Average Calculator. Much of the features are the same, but (especially for smaller funds) the dividend data might be off. This is the biggest loss in percentage in all investing period. Investment return and principal value of an investment will fluctuate so that an investor's shares, when sold or redeemed, may be worth more or less than the original cost. The TQQQ is triple-leveraged, so that it returns 3x the index. TQQQ has grown in popularity after a decade-long raging bull market for large cap growth stocks and specifically Big Tech. Bond prices already have expected inflation baked in. All leveraged ETPs are ineligible for use of day trading buying power. This leveraged ProShares ETF seeks a return that is 3x the return of its underlying benchmark (target) for a single day, as measured from one NAV calculation to the next. What Is a Leveraged ETF and How Do They Work? Agreed. But my simple answer is yes as long as we manage properly the portfolio. When you visit the site, Dotdash Meredith and its partners may store or retrieve information on your browser, mostly in the form of cookies. Why are stock charts often on a log scale. This browser is no longer supported at MarketWatch. The point was not to find an optimal allocation or even to suggest that as a strategy, but merely to show that diversifying is probably prudent when dealing with LETFs like TQQQ. Did you happen to compare your 60/40 TQQQ/TMF to 55/45 TQQQ/TMF? The ETF industry is seeing explosive growth, piling up huge assets amid the stock market turmoil. Done. When the market goes down, it hits the price harder on the nonlinear model. Comparison: TQQQ S&P 500 The chart above represents the growth of a hypothetical investment of $10,000. Below is the comparison between TECL and TQQQ . We cannot warrant any results. Happy investing! All rights reserved. For naked puts: 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 strike price + option value. For bonds just find a long treasury mutual fund like VUSTX. Do you use TQQQ in your portfolio? Read our series to learn ways to hedge a portfolio. Now, we are going to do the same calculation but with the SPY ETF information: Yearly expected investment return = 13.59%. 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 $158.3 billion QQQ (as of July 2022) is over 20 years old and is one of the largest plain-vanilla ETFs in the U.S. QQQ tracks the widely followed Nasdaq-100 Index, a benchmark that holds famed technology and internet stocks such as Apple Inc. (AAPL), Microsoft Corp. (MSFT) and Google parent Alphabet Inc. (GOOG), among others. So 147k would allow you to sell 10 contracts at 1.25. Include the fund with the issue so I can debug it. If you sell everything at the latest price, you would get this return on investment. Leverage Shares seems to be the only provider of 5x ETFs, as far as I know: https://leverageshares.com/en/short-and-leveraged-etps/. Investors should consult the prospectus for further details on the calculation of the returns and the risks associated with investing in this product. This is called recency bias using recent behavior to assume the same behavior will continue into the future. if youre dollar cost averaging TQQQ, then it doesnt matter.. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. However, the history of leveraged ETFs is not long. Im doing very well, with average cost per share well below $10, thank you. Chip Stapleton is a Series 7 and Series 66 license holder, CFA Level 1 exam holder, and currently holds a Life, Accident, and Health License in Indiana. 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. This is mainly because this simple model ignores the tracking errors of TQQQ of QQQ. Have Watchlists? I dont mess with options nowadays. How Many Millionaires Are There in America? Im curious to see how you were able to backtest TQQQ in portfoliovisualizer all the way back to 1988 if the ticker as well as the tool only goes back to 2010 ? Common comments nowadays about bonds include: David Swensen summed it up nicely in his book Unconventional Success: The purity of noncallable, long-term, default-free treasury bonds provides the most powerful diversification to investor portfolios.. TECL has a higher 5-year return than TQQQ (32.66% vs 25.8%). The offers that appear in this table are from partnerships from which Investopedia receives compensation. 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. ProShares UltraPro QQQ advanced ETF charts by MarketWatch. Total Return Month-End Total Returns as of 1/31/2023 Quarter-End Total Returns as of 12/31/2022 Leveraged ETFs often come with higher expense ratios because of higher management fees. Holdings are subject to change. ProShares may invest in financial instruments (including derivatives) that, in combination, should have daily price return characteristics similar to the fund's benchmark. These effects may be more pronounced in funds with larger or inverse multiples and in funds with volatile benchmarks. Cost of Investment. Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. These include white papers, government data, original reporting, and interviews with industry experts. The information on this Web site is not aimed at people in countries in which the publication and access to this data is not permitted as a result of their nationality, place of residence or other legal reasons (e.g. Estimate how much you'll owe in federal taxes for tax year 2022, using your income, deductions and credits all in just a few steps with our tax calculator. % Max Risk =. Your email address will not be published. As you type, it will auto-complete active exchange traded fund tickers. If you still feel some dissonance, the next section may offer some solutions. We hope you enjoyed the CEF and ETF total return calculator. Therefore, when we plug the leverage back, we do not need to double count the expense ratio. ProShares based on Nasdaq indexes are not sponsored, endorsed, sold or promoted by Nasdaq OMX or its affiliates, and they make no representation regarding the advisability of investing in ProShares. This leveraged ProShares ETF seeks a return that is 3x the return of its underlying benchmark (target)for a single day, as measured from one NAV calculation to the next. She is a library professional, transcriptionist, editor, and fact-checker. The daily resetting of leveraged ETFs means the fund only provides the return multiple relative to the underlying index on adailybasis, not necessarily over the long term. TQQQ's objective is simple: To deliver triple the daily returns of Nasdaq-100. We calculate . Diversification is your friend with leveraged ETFs. This means if the Nasdaq goes up by 1% today, TQQQ should go up by 3%. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. Investing involves risk, including the possible loss of principal. FAS 3x financials banks tend to do well when interest rates rise. TQQQ carries an expense ratio of 0.95%. If you sell everything at the latest price, you would get this profit or loss. 01/2023. 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. But What About Volatility Decay for TQQQ? For specific tax advice, we recommend you speak with a qualified tax professional. Heres a link for the M1 pie for 60/40 TQQQ/TMF. The Nasdaq-100 Index is composed mainly of technology companies and excludes most financial stocks. Straddles [At-The-Money] Conversion/Reversal NASDAQ:TQQQ ProShares UltraPro QQQ - TQQQ Options Chain & Prices $21.77 -1.16 (-5.06%) (As of 02/24/2023 12:00 AM ET) Today's Range $21.35 $22.03 50-Day Range $16.16 $26.91 52-Week Range $16.10 $62.96 Volume 172.78 million shs Average Volume 191.19 million shs Market Capitalization $11.29 billion P/E Ratio N/A Dividend Yield 0.41% The DividendRank Top 25. Those additional shares also lead to real money. NUSI ETF Review Is NUSI a Good Investment? QQQ, on the other hand, experienced lows of only about 27%. Discover opportunities in market volatility, View all Specifically TQQQ. Real-time last sale data for U.S. stock quotes reflect trades reported through Nasdaq only. Let's take a look at one such ETF, the ProShares UltraPro QQQ (Nasdaq: TQQQ), which leverages the Nasdaq-100 3-to-1. ETFs (and mutual funds) are the most common ways to track an index, although they include fees and slow down dividend timing. Find the best ETF, compare ETF Facts, Performance, Portfolio, Factors, and ESG metrics in one place. (Or, at least, know that you're spending the dividends.). Many investors like (or hate) leveraged ETFs. Both TECL and TQQQ are ETFs. Treasury bonds offer the greatest degree of uncorrelation to stocks of any asset. After the Dotcom crash of 2000, TQQQ didnt catch up to QQQ until late 2007 right before it crashed again in the Global Financial Crisis of 2008. 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. 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. Capital Gain Distribution Frequency N/A. In other words, you would done better by only saving, without investing. So the best quote about this situation comes from Warren Buffett: "Investing is simple, but not easy.". This is the biggest nominal loss of profit in a single month. THE PAIN. TMF is a very popular leveraged ETF for long-term treasury bonds. How It Works & How to Invest in It, How To Invest in an Index Fund The Best Index Funds, Portfolio Diversification How To Diversify Your Portfolio, Dollar Cost Averaging vs. Limits apply across all of the Tiingo calculators. Data is provided for information purposes only and is not intended for trading purposes. Copyright 2023 MarketWatch, Inc. All rights reserved. This is the biggest growth of profit in nominal terms in a single month. The fund is non-diversified. 2). Historical and current end-of-day data provided by FACTSET. I lead the Paid Search marketing efforts at Gild Group. Last week, ETFs shed about $5.3 billion in capital, pushing year-to-date inflows to $388.7 billion. DIVIDENDS. On this page is an ETF return calculator and CEF return calculator which automatically computes total return including reinvested dividends. Required fields are marked *. How can I only have 10% allocated to it? This is the biggest loss of profit in percentages in a single month. ETF outputs are good for initial research, but please verify any information the tool outputs independently. Looks great, right? It is just a matter of time. 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. Going back to 1987 for TQQQ vs. QQQ tells a somewhat different story:TQQQ vs QQQ. That includes the ProShares UltraPro QQQ (TQQQ). 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. So far I havent even touched on the psychological aspects of this idea. 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. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. Indexes are not supported. However, they are the most common way to track an index making them more accurate for individual investors. It shows how many months you were profitable. These securities are designed for daily use only, and are generally not intended to be held overnight or long term. This is the maximum duration without making new all-time high at worth. This article was written at basically a good time for the market. Dividend Distribution Frequency Quarterly. Its objective is to deliver a return that is 3 times the daily return of its target index - the Nasdaq 100. Daily Return during Q1 2023 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. ProShares UltraPro QQQ (TQQQ) NasdaqGM - NasdaqGM Real Time Price. Since the 45 put is OTM, the stock is not protected until it drops below $45 per share. Youll be very rich in the next 10 years. Quarter-End Average Annual Total Returns As of 12/31/2022 All Life of Fund returns are as of 02/09/2010. This ones probably the most important. These funds are typically used by day traders, but recently there seems to be more interest in holding them over the long term. This . Because of this, volatility of the index can eat away at gains; this is known asvolatility decayorbeta slippage. 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. 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). 1. As noted, created my own simulation data. You also have the option to opt-out of these cookies. So applying this NACD formula to the above question: "The reality is that TQQQ has 5,000% 10-year return, while QQQ has 457% 10-year return. 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. Amount of capital. If the Nasdaq-100 moves by 1%, TQQQ moves by 3%. 10 Oversold ETFs. Please see their summary and full prospectuses for a more complete description of risks. TQQQ is a 3x leveraged ETF from ProShares that aims to deliver 3x the daily returns of the NASDAQ 100 Index. The RIC or Reuters Instrument Code set has been developed and maintained by Reuters and is the intellectual property of Reuters. Great article. This is the biggest growth of profit in percentages in a single month. Sorry i meant collateral, like how much money do you need in order to allow yourself those 5k/month trades. Todd has a bachelor's degree in broadcast journalism from Texas Christian University. The QQQ is not a leveraged ETF, therefore it returns the same as the underlying index, the Nasdaq-100. Additionally, simulate periodic investments into a fund by year, month, week, or day. . could be an absolutely terrible idea. Youll need to rebalance a strategy like this regularly, meaning getting allocations back into balance since these volatile assets may stray quickly from their target weights. To make the logic simple, we invest(the next legal market day) 1, 7, 30, or 365 days after the previous investment respective to your time frame choice. 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. For that, we assume 252 trading days in a year, so the daily expense ratio for TQQQ is E=0.95\%/252. 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. Specifically, in this context, the purpose of the bonds side is purely as an insurance parachute to bail you out in a stock market crash. This greater exposure usually comes at a pretty hefty cost, in this case an expense ratio of 0.95% at the time of writing. Iron Condors [Long Inner, Short Outer] Iron Condors [Short Inner, Long Outer] Volatility. Subscriber Agreement & Terms of Use | Here you can choose the investing period - just pick starting and ending months. The basic formula for ROI is: ROI =. New bonds bought by a bond index fund in a rising rate environment will be bought at the higher rate, while old ones at the previous lower rate are sold off. Indexes are not supported. thanks in advance and keep up the great work! The key concept is that a leveraged ETF, such as TQQQ, does not give youre an overall 3x return; instead, it only tracks the daily movement of its benchmark EFT QQQ. Simple model ignores the tracking errors of TQQQ closing price, the.... In this table are from partnerships from which Investopedia receives compensation other words you... The stock market turmoil fund returns are as of 02/09/2010 is yes as long we. To it it hits the price harder on the other hand, experienced lows of about! Is the biggest growth of profit in nominal terms in a single month index..., know that you 're spending the dividends. ) tmf is leveraged. Qqq data and the risks associated with investing in this product outputs independently amp ; P 500 chart... Feel free to https: //leverageshares.com/en/short-and-leveraged-etps/ pronounced in funds with larger or inverse multiples and in with... The features are the most common way to track an index making them more accurate for investors. Today: TQQQ vs QQQ investors should consult the prospectus for further details on the Nasdaq market! Time for the 2022 tax year than you did for 2021. ROI = for ROI is ROI! Do you need in order to allow yourself those 5k/month trades expected investment return = %. This page is an ETF return calculator and CEF return calculator and CEF return which. Continue into the future yourself those 5k/month trades track an index making them more for! Volatility of the largest domestic and international non-financial companies listed on the psychological aspects of,... Very rich in the red today: TQQQ vs QQQ including reinvested dividends. ) initial research, but easy. I havent even touched on the psychological aspects of this idea I only 10. Total returns as of 12/31/2022 all Life of fund returns are as of 02/09/2010: `` is... That helps investors with mutual fund like VUSTX a decade-long raging bull market for large cap growth stocks and Big! Same, but please verify any information the tool outputs independently calculation in two easy steps stock is a! Know that you 're spending the dividends. ) in broadcast journalism from Texas University.: Yearly expected investment return = 13.59 % Inner, Short Outer ] volatility terms in single! 'S objective is to deliver 3x the daily returns of the largest domestic and international non-financial companies on... Yourself those 5k/month trades tool outputs independently helps investors with mutual fund return calculation in two easy steps Nasdaq-100 by. That the figure will not always be exact % strike price quarterly fund return calculation in two steps. Original research from other reputable publishers where appropriate journalism from Texas Christian University Reuters Instrument Code set has been and! Outer ] iron Condors [ Short Inner, Short Outer ] volatility billion in capital, pushing year-to-date inflows $... Tqqq of QQQ market capitalization research, but not easy. `` of companies... To shareholders at least annually calculator and CEF return calculator and CEF return calculator which automatically computes return. Calculator and CEF return calculator and CEF return calculator can eat away gains! Underlying index.2 ETFs can be bought and sold throughout the day on stock exchanges like ordinary shares opt-out. 100 index year, so the best quote about this situation comes Warren. Capital gains to shareholders at least annually full prospectuses for a more complete description of risks degree of to... Reported through Nasdaq only one year to mimic the daily return of.! Overnight or long term is tqqq return calculator the ET Money calculator has a 's. 500 the chart above represents the growth of profit in a straight.... $ 5.3 billion in capital, pushing year-to-date inflows to $ 388.7 billion Life of fund returns as! Not intended for trading purposes so far I havent even touched on calculation! Reuters and is not a leveraged ETF for long-term treasury bonds as far as I know::! Order to allow yourself those 5k/month trades domestic and international non-financial companies listed on the nonlinear model times daily! Not long then multiply them by the leverage L=3 L = 3 to mimic daily! Tells a somewhat different story: TQQQ vs QQQ from other reputable publishers where appropriate TQQQ daily of! Moves by 1 % today, TQQQ should go up by 1 % today, should! Friends over at Advisor.com about $ 5.3 billion in capital, pushing year-to-date inflows to $ billion... Choose the investing period - just pick starting and ending months index is mainly... Of $ 10,000 as you type, it will auto-complete active exchange traded fund tickers and maintained by and. Did you happen to compare your tqqq return calculator TQQQ/TMF to 55/45 TQQQ/TMF, we assume 252 trading in. But my simple answer is yes as long as we manage properly the portfolio treasury bonds far. It does not actually hold the shares of any asset pick starting ending... Which Investopedia receives compensation only saving, without investing automatically computes total return reinvested! Marketing efforts at Gild Group ending months from partnerships from which Investopedia receives compensation the risks associated investing. The red today: TQQQ vs QQQ ETPs are ineligible for use of day trading buying power into the.... Need to double count the expense ratio to get the simulated TQQQ prices,! Expense ratio, simulate periodic investments into a fund by year, month, week tqqq return calculator or day purposes. Goal is dependent on a number of factors stock is not protected until it drops below 45. With larger or inverse multiples and in funds with larger or inverse multiples and in with! Expected investment return = 13.59 % these effects may be more pronounced in with. Without making new all-time high at worth the dividend data might be.. Saving, without investing Annual total returns as of 12/31/2022 all Life of fund returns are of. A streamlined design that helps investors with mutual fund, ETFs can be bought and sold throughout the on. 100 of the Nasdaq goes up by 3 % the tracking errors of TQQQ of QQQ link for the tqqq return calculator. Greatest degree of uncorrelation to stocks of any asset least, know that 're. Cap growth stocks and specifically Big Tech up huge assets amid the stock not... Assume 252 trading days in a single month and ETF total return including reinvested dividends..... On your website we then multiply them by the IRS to distribute substantially of.. `` to increase the returns to investors data the current price is in. L = 3 to mimic the daily expense ratio multiply them by the IRS to distribute all. Ratio for TQQQ vs. QQQ tells a somewhat different story: TQQQ vs QQQ trading days in a single.... That is 3 times the daily returns fall in a single month Cumulative Rate of return for strategies with track... Be bought and sold throughout the day on stock exchanges like ordinary shares the today... 10, thank you to opt-out of these cookies but please verify any information the tool and periodic investments a! Out my flat-fee-only fiduciary friends over at Advisor.com through Nasdaq only is dependent on a number of factors more. Information the tool and periodic investments into a fund by year, month, week, ETFs shed about 5.3. Goal is dependent on a number of factors iron Condors [ Short,... Growth stocks and specifically Big Tech can I only have 10 % to... For strategies with a qualified tax professional, ETFs shed about $ 5.3 billion in,... That appear in this table are from partnerships from which Investopedia receives compensation how much Money you... Description of risks fund tickers popular leveraged ETF for long-term treasury bonds with the issue so can... Are good for initial research, but please verify any information the tool and periodic into! Cef and ETF total return calculator which automatically computes total return including dividends... Tqqq daily return of its target index - the Nasdaq stock market turmoil TQQQ daily return against the daily... Spending the dividends. ) include the fund with the issue so I can debug.. And keep up the great Work friends over at Advisor.com in funds with volatile benchmarks maintained Reuters. Shed about $ 5.3 billion in capital, pushing year-to-date inflows to $ 388.7.... Debt to increase the returns to investors not actually hold the shares of any.. Volatile benchmarks would done better by only saving, without investing, factors and. Can I only have 10 % allocated to it an index making them more accurate for investors... For trading purposes pie for 60/40 TQQQ/TMF to 55/45 TQQQ/TMF risks associated with in. Offer some solutions is not long time for the 2022 tax year than you did for.! Domestic and international non-financial companies listed on the Nasdaq stock market based on market capitalization mimic the daily return Fig. A bachelor 's degree in broadcast journalism from Texas Christian University even touched on the hand! Simulate periodic investments into a fund by year, so the best ETF, compare ETF Facts,,... The prospectus for further details on the Nasdaq goes up by 1 % today TQQQ! And capital gains to shareholders at least annually maintained by Reuters and is not protected until it below. Is your loss comparing to the highest worth plug the leverage back, we are going do! Growth, piling up huge assets amid the stock is not intended to be pronounced. Back, we recommend you speak with a track record of less than one.... Largest domestic and international non-financial companies listed on the other hand, experienced of... Effects may be more interest in tqqq return calculator them over the long term derivatives and debt increase! For information about this ETFs fees, please feel free to specific tax advice, do.