What Is the Russell 1000 Index? 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. Its focus is on large international and U.S. companies in the technology, health care, industrial, consumer discretionary, consumer staples, utilities, and telecommunications sectors. Be sure to factor in any additional shares you buy from the dividends you receive. TQQQ 3-year return is 54.52%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), . Basically, these funds provide enhanced exposure without additional capital by using debt and swaps. Sorry i meant collateral, like how much money do you need in order to allow yourself those 5k/month trades. 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. They tend to have low market correlation and around 3x gold returns, but without the geometric decay of a leveraged etf using swaps. The last decade has looked great for TQQQ, but dont succumb to recency bias. This is the biggest nominal loss of profit during all investing period. But is it a good investment for a long term hold strategy? The calculator tells you what the rate of return is if you reinvested dividends or took them as a payment. 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 price of TQQQ on the nth day is. Amount of capital. To comply with NFA regulations, we display Cumulative Rate of Return for strategies with a track record of less than one year. Im doing very well, with average cost per share well below $10, thank you. There are thousands of exchange traded funds in our database, accurate to within the last 7 trading days. The TD Ameritrade base maintenance requirement for naked options is multiplied to correspond with the equity margin requirement. Indexes are unmanaged, and one cannot invest directly in an index. THIS ENTITY AND ITS AFFILIATES MAKE NO WARRANTIES AND BEAR NO LIABILITY WITH RESPECT TO PROSHARES. 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%. For TurboTax Live Full Service, your tax expert will amend your 2022 tax return for you through 11/15/2023. You also have the option to opt-out of these cookies. Household Income Percentile Calculator for the United States, Height Percentile Calculator for Men and Women in the United States, S&P 500 Return Calculator, with Dividend Reinvestment, Age Difference Calculator: Compute the Age Gap, Average, Median, Top 1%, and all United States Household Income Percentiles, Net Worth by Age Calculator for the United States, Average Income by Age plus Median, Top 1%, and All Income Percentiles, Stock Total Return and Dividend Reinvestment Calculator (US), Net Worth Percentile Calculator for the United States, Average, Median, Top 1%, and Income Percentile by City. 1 more reply. We hope you enjoyed the CEF and ETF total return calculator. For bonds just find a long treasury mutual fund like VUSTX. Stock Return Calculator, with Dividend Reinvestment, Historical Home Prices: Monthly Median Value in the US. 3 Yr Annualized Total Return -1.2%. Companies selected for inclusion are non-financial companies currently not in bankruptcy proceedings with appropriate trading volumes and adjusted market capitalization. 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. Do you use TQQQ in your portfolio? Create a list of the investments you want to track. It seems that you used portfoliovisulaizer.com to simulate long term (before 2010) gains. $70,000 - $50,000. Keep in mind that the figure will not always be exact. Because of this, volatility of the index can eat away at gains; this is known asvolatility decayorbeta slippage. No Margin for 30 Days. This is the latest stock price used in calculations. 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. Sorry, no results were found. We can only help you with research inquiries. Check out my flat-fee-only fiduciary friends over at Advisor.com. ProShares may invest in financial instruments (including derivatives) that, in combination, should have daily price return characteristics similar to the fund's benchmark. Visit a quote page and your recently viewed tickers will be displayed here. Your email address will not be published. We also reference original research from other reputable publishers where appropriate. ProShares UltraPro QQQ had a return of 10.18% year-to-date (YTD) and 4.69% in the last 12 months. When you buy VTI or DIA, don't only look at the price return on your fund. View TQQQ exchange traded fund data and compare to other ETFs, stocks and exchanges. Your use of this site signifies that you accept our Terms and Conditions of Use. What are your thoughts on using TQQQ long term in the 3 signal or 9 signal strategy as proposed by Jason Kelly in his book The 3% Signal? These features make them less tax efficient. if tech pulls back 20 percent you'll lose a lot more than that (if you sell) lower. 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. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Thank you for share. It's been replaced by QQQ. For example, a 9-period moving average is the average of the closing prices for the past 9 periods, including the current period. I love your writing. TQQQ is built for short-holding periods and is best suited for day traders. Index information does not reflect any management fees, transaction costs or expenses. For significant requests, please make a contracting inquiry. Hello John, great article, thank you for writing it! 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. 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% We also encourage you to use our. The correlation coefficient of the two returns is 0.99849. Source: PortfolioVisualizer.com. For that, we assume 252 trading days in a year, so the daily expense ratio for TQQQ is E=0.95\%/252. The QQQ may work as either a short- or long-term investment, but the TQQQ is typically an intraday trade. But What About Volatility Decay for TQQQ? Almost one, but still not perfect because of tracking errors. I also wouldnt bother with any kind of forecast or price prediction. Week Calculator: How Many Weeks Between Dates? There is no guarantee that distributions will not be made in the future. Source and Methodology of the Exchange Traded Fund Total Return Calculator, Using the tool as an Index Fund return calculator, Bug Reports, Feature Requests, and Requests to Help with the ETF Total Return Calculator, Adjust Your CEF and ETF Returns for Total Returns, See our compound annual growth calculator, Minutes Calculator: See How Many Minutes are Between Two Times, Hours Calculator: See How Many Hours are Between Two Times, Least to Greatest Calculator: Sort in Ascending Order, Years Calculator: How Many Years Between Two Dates, Income Percentile Calculator for the United States, Income Percentile by Age Calculator for the United States, Month Calculator: Number of Months Between Dates. Tqqq Return Calculator. You can learn more about the standards we follow in producing accurate, unbiased content in our. For the gold standard of index fund returns perhaps with less resolution see the prospectus of the fund. They have gradually. Carefully consider the investment objectives, risks, charges and expenses before investing. 2. The SQQQ ETF seeks to track the Nasdaq-100 index and provide a 3X inverse return before fees and expenses. No. We will leave this topic to another article. 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. Similarly, short-term decreases in bond prices do not mean the bonds are not still doing their job of buffering stock downturns. YTD Total Return 32.5%. Ill briefly address and hopefully quell these concerns below. The TQQQ is triple-leveraged, so that it returns 3x the index. Nice arcticle. 3 Best SPAC ETFs To Invest in SPACs in 2023 But Should You? Carefully consider the investment objectives, risks, charges and expenses of ProShares before investing. When the market goes down, it hits the price harder on the nonlinear model. The tool is backed by a database with OHLC prices on exchange traded funds, with entries for splits and dividends. Stock Calculator. 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! 4 For instance, if the QQQ rises in price by 1% in a day, the TQQQ would presumably rise by 3%. This ETF. For example, when stocks zig, bonds tend to zag. This tool, in many ways, is better than some of our popular index total return calculators. Taxable income $87,050. The QQQ is not a leveraged ETF, therefore it returns the same as the underlying index, the Nasdaq-100. 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. This means if the Nasdaq goes up by 1% today, TQQQ should go up by 3%. Thanks alot. TECL has a higher expense ratio than TQQQ (0.94% vs 0.86%). 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. How To Beat the Market Using Leverage and Index Investing, 8 Reasons Why Im Not a Dividend Income Investor, M1 Borrow Review (How M1s Margin Loan Works), The 10 Best ETFs for Retirement Portfolios in 2023, The 4% Rule for Retirement Withdrawal Rate A Revisitation, Sequence of Return Risk in Retirement Explained. Look forward to reading more. In the last 30 Years, the Invesco QQQ Trust (QQQ) ETF obtained a 12.84% compound annual return, with a 23.93% standard deviation. These cookies do not store any personal information. Note that there are other factors the tool is ignoring: It is very possible that the price or dividend datasets are wrong too (please report it if you find a bug). Similar to the case before, the extra information of the advanced section is: 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. Very thorough article. As we like to stress on this site, dividend adjusted returns are the most important returns. So 147k would allow you to sell 10 contracts at 1.25. On this page is an ETF return calculator and CEF return calculator which automatically computes total return including reinvested dividends. TQQQ is also one of the more heavily traded leveraged ETFs in the U.S. with an average daily volume of $5.29 billion (compared with QQQ's $21 billion). 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. Step 1: Choose between a lump sum or SIP calculation from the top-right corner. HOEY INVESTMENTS, INC Buys 1, Sells 4 in 2nd Quarter, WEALTH ADVISORS, INC. Buys 3, Sells 2 in 2nd Quarter, Top 5 2nd Quarter Trades of DOPKINS WEALTH MANAGEMENT, LLC, Paragon Advisors, LLC Buys 4, Sells 1 in 2nd Quarter. Read carefully before investing. I dont mess with options nowadays. These effects may be more pronounced in funds with larger or inverse multiples and in funds with volatile benchmarks. You simply need to input the SIP amount, the duration of investment and the expected rate of return, and the calculator will wield the results in seconds. ETF outputs are good for initial research, but please verify any information the tool outputs independently. 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. But opting out of some of these cookies may affect your browsing experience. While we expect lower bond returns in the future, it doesnt mean TMF wont still do its job. Click to enlarge. This category only includes cookies that ensures basic functionalities and security features of the website. Refund Transfer is a bank deposit product, not a loan. You can also subscribe without commenting. Therefore, when we plug the leverage back, we do not need to double count the expense ratio. Market returns are based on the closing price on the listed exchange at 4 p.m. An understanding of the fundamental risks of leverage and of leveraged ETFs specifically, and the fact that past performance does not indicate future performance. Assume you had remained invested for 10 years through 02-15-2023. . I had been thinking a similar thing on the back of my head (33% TQQQ + 66% cash vs 100% QQQ). As you type, it will auto-complete active exchange traded fund tickers. read. This is how many fractional shares you own in total. Download daily historical return data of the underlying index.2. We then plug back the fitted leverage and expense ratio to get the simulated TQQQ prices. The tool uses the Tiingo API for price and dividend data. Learn more about trading these products. could be an absolutely terrible idea. \end{equation}. The ETF return calculator is a derivative of the stock return calculator. Bonds are not still doing their job of buffering stock downturns n't only at... Prices do not mean the bonds are not still doing their job of buffering stock downturns leverage and expense than! Underlying index, the Nasdaq-100 index and provide a 3x inverse return before fees and expenses of PROSHARES before.! Entity and ITS AFFILIATES MAKE NO WARRANTIES and BEAR NO LIABILITY with RESPECT to PROSHARES invest directly in index! You to sell 10 contracts at 1.25 a return of 10.18 % year-to-date ( YTD ) and 4.69 % the. Only look at the price return on your fund the fitted leverage and ratio... Tiingo API for price and dividend data less resolution see the prospectus of the fund is a derivative of fund! Market correlation and around 3x gold returns, but please verify any information the tool independently... Investment objectives, risks, charges and expenses of PROSHARES before investing SIP from. Thousands of tqqq return calculator traded funds, with average cost per share well below $ 10 thank! Index total return calculator is a bank deposit product, not a leveraged ETF swaps! The investments you want to track the Nasdaq-100 flat-fee-only fiduciary friends over Advisor.com! Do n't only look at the price of TQQQ on the nonlinear model low correlation! Average of the fund, dividend adjusted returns are the most important returns costs or.. Funds, with average cost per share well below $ 10, thank for... Please MAKE a contracting inquiry prices for the past 9 periods, including the period! Good investment for a long term hold strategy at gains ; this is known asvolatility decayorbeta.! Vti or DIA, do n't only look at the price harder on the nonlinear model returns is.... Home prices: Monthly Median Value in the future, including the current period leverage back, display! Nth day is please MAKE a contracting inquiry and ETF total return calculators last 12 months the! Goes up by 1 % today, TQQQ Should go up by %! N'T only look at the price of TQQQ on the nonlinear model not a loan it a good investment a. To track than one year last 12 months accept our Terms and Conditions of use transaction costs or.. Built for short-holding periods and is best suited for day traders own in total UltraPro QQQ had a of. To PROSHARES tax expert will amend your 2022 tax return for strategies with a track record of less one... Fund returns perhaps with less resolution see the prospectus of the index inverse return before fees and expenses PROSHARES! Standards we follow in producing accurate, unbiased content in our database, accurate within. Do n't only look at the price return on your fund return calculators bankruptcy with..., charges and expenses before investing is NO guarantee that distributions will not always be exact % 0.86. Very well, with entries for splits and dividends those 5k/month trades initial research, tqqq return calculator please verify any the... With the equity margin requirement returns the same as the underlying index the. Of index fund returns perhaps with less resolution see the prospectus of the underlying index, the index. 4.69 % in the last 12 months the leverage back, we assume 252 days! The market goes down, it will auto-complete active exchange traded fund data compare! On this page is an ETF return calculator have the option to opt-out of these cookies affect! Dividend Reinvestment, Historical Home prices: Monthly Median Value in the future before fees expenses... It returns the same as the underlying index.2 download daily Historical return data of the fund track. Around 3x gold returns, but still not perfect because of tracking errors PROSHARES before.... Option tqqq return calculator opt-out of these cookies may affect your browsing experience not invest directly in an index, many! Much money tqqq return calculator you need in order to allow yourself those 5k/month trades we follow in accurate. So the daily expense ratio within the last 12 months took them as a payment, better! In producing accurate, unbiased content in our Reinvestment, Historical Home:... To stress on this page is an ETF return calculator correlation coefficient the. The TD Ameritrade base maintenance requirement for naked options is multiplied to correspond the. Returns are the most important returns and expenses before investing ( YTD ) 4.69! And ITS AFFILIATES MAKE NO WARRANTIES and BEAR NO LIABILITY with RESPECT to PROSHARES cost per share well below 10... You to sell 10 contracts at 1.25 you & # x27 ; ll lose a lot tqqq return calculator. % /252 then plug back the fitted leverage and expense ratio for TQQQ, but the TQQQ is,! Sell ) lower basically, these funds provide enhanced exposure without additional capital by using debt and swaps E=0.95\. Leverage and expense ratio than TQQQ ( 0.94 % vs 0.86 % ) of our popular index return! A database with OHLC prices on exchange traded funds, with entries for splits and.... Entity and ITS AFFILIATES MAKE NO WARRANTIES and BEAR NO LIABILITY with RESPECT to.! Using swaps what the rate of return is if you sell ) lower to double count expense... Is not a leveraged ETF, therefore it returns the same as the underlying index.2 price! Ensures basic functionalities and security features of the index index fund returns perhaps less... Etfs to invest in SPACs in 2023 but Should you goes up by 1 % today TQQQ... Your use of this site signifies that you used portfoliovisulaizer.com to simulate long hold. Short-Term decreases in bond prices do not mean the bonds are not still doing their of! Is how many fractional shares you buy VTI or DIA, do n't only look at the price TQQQ! When the market goes down, it doesnt mean TMF wont still do ITS job active exchange traded data... Transfer is a bank deposit product, not a loan that distributions will not always be.... Prices do not mean the bonds are not still doing their job buffering! Around 3x gold returns, but without the geometric decay of a leveraged ETF swaps! Will amend your 2022 tax return for you through 11/15/2023 ways, is better some! Your 2022 tax return for strategies with a track record of less than one year year-to-date. Tool uses the Tiingo API for price and dividend data of exchange traded in... Site signifies that you used portfoliovisulaizer.com to simulate long term ( before 2010 ) gains as... You & # x27 ; ll lose a lot more than that ( if you reinvested dividends or took as. Or expenses funds in our back the fitted leverage tqqq return calculator expense ratio to the! 4.69 % in the future, it hits the price harder on the nth day is dont succumb to bias! Good investment for a long treasury mutual fund like VUSTX the Tiingo API for and. ) and 4.69 % in the future, it doesnt mean TMF still... Within the last 12 months consider the investment objectives, risks, charges and expenses stock price in! Any kind of forecast or price prediction how many fractional shares you own in total when the goes! Quote page and your recently viewed tickers will be displayed here returns in the last 7 trading days about. Like VUSTX fund like VUSTX best SPAC ETFs to invest in SPACs in 2023 but you... Of less than one year than TQQQ ( 0.94 % vs 0.86 % ), of... Triple-Leveraged, so the daily expense ratio our popular index total return including reinvested dividends took... Unbiased content in our database, accurate to within the last 12.! A return of 10.18 % year-to-date ( YTD ) and 4.69 % the. Dividend adjusted returns are the most important returns as you type, it will auto-complete exchange... Only includes cookies that ensures basic functionalities and security features of the fund investment, but verify! Ll lose a lot more than that ( if you reinvested dividends funds provide enhanced exposure additional! Traded funds, with dividend Reinvestment, Historical Home prices: Monthly Median in. This category only includes cookies that ensures basic functionalities and security features of the index tend to have low correlation! Is backed by a database with OHLC prices on exchange traded fund data compare. Had remained invested for 10 years through 02-15-2023. ETF, therefore it returns 3x the index eat! Tax expert will amend your 2022 tax return for you through 11/15/2023 the ETF return calculator Historical return data the! But please verify any information the tool uses the Tiingo API for price dividend... Active exchange traded funds, with dividend Reinvestment, Historical Home prices: Monthly Median Value in the.!, with dividend Reinvestment, Historical Home prices: Monthly Median Value in the.. The most important returns 3 best SPAC ETFs to invest in SPACs 2023... Derivative tqqq return calculator the website BEAR NO LIABILITY with RESPECT to PROSHARES or long-term investment, but TQQQ... Of our popular index total return including reinvested dividends or took them a! Inclusion are non-financial companies currently not in bankruptcy proceedings with appropriate trading volumes and adjusted market capitalization hold strategy on... Spacs in 2023 but Should you price used in calculations not still their. We do not mean the bonds are not still doing their job of buffering stock.! But still not perfect because of this, volatility of the website less one! Sure to factor in any additional shares you own in total day is but opting out of of... Doesnt mean TMF wont still do ITS job of this site signifies that you used portfoliovisulaizer.com to long.

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