Download daily historical return data of the underlying index.2. Therefore, when we plug the leverage back, we do not need to double count the expense ratio. He has 8 years experience in finance, from financial planning and wealth management to corporate finance and FP&A. Therefore, NAV is used to calculate market returns prior to the listing date. Again, every TQQQ share has a covered call associated with it. Here's a look at QQQ with SQQQ overlaid on the 5-minute chart: You'll notice that SQQQ (the blue line) amplifies the inverse of QQQ's daily returns. These cookies do not store any personal information. Thanks, Adam. I wanted to go all in with TQQQ Thanks for this instructive info,Could you just clarify Youll need to rebalance a strategy like this regularly please? Im not a fan of market timing in general; my technical analysis days are behind me. When the market recovers, TQQQ will be back at all time highs. This is why the ET Money calculator has a streamlined design that helps investors with mutual fund return calculation in two easy steps. It shows how many months you were profitable. Lets dive in. Compare the pros and cons of these two Nasdaq Index ETFs. Dont go all in and dont buy and hold TQQQ or any leveraged stocks ETF naked for the long term without a hedge of some sort, because sometimes they simply cant recover from major drawdowns. Investors should consult the prospectus for further details on the calculation of the returns and the risks associated with investing in this product. If you sell everything at the latest price, you would get this profit or loss. 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. ProShares UltaPro QQQ ( TQQQ) is a leveraged ETF that seeks daily returns, before fees and expenses, that are three times those of the Nasdaq 100 Index (or the QQQ ETF, which tracks the same index). 2. Interested in more Lazy Portfolios? On this page, you will find the dollar-cost averaging calculator for ProShares UltraPro QQQ (TQQQ) stock. Ill briefly address and hopefully quell these concerns below. I have no formal financial education. Use the Equity Risk Premium to gauge precisely how interest rate pressure and earnings deceleration are making stocks expensive. In Married Put example 2, the OTM has a lower ask price, thus the position has a lower Break-Even value, but a much higher maximum risk. For the gold standard of index fund returns perhaps with less resolution see the prospectus of the fund. Newport Quantitative Trading and Investment, Convert tick data to bar data with volumes. 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. I wrote a comprehensive review of M1 here. For that, we assume 252 trading days in a year, so the daily expense ratio for TQQQ is E=0.95\%/252. For bonds just find a long treasury mutual fund like VUSTX. There are currently no items in this Watchlist. Sorry, no results were found. Youre not stuck with the same yield for your entire investing horizon. What Is a Leveraged ETF and How Do They Work? The QQQ may work as either a short- or long-term investment, but the TQQQ is typically an intraday trade. Seeking magnified gains (will also magnify losses), Getting a target level of exposure for less cash, Overweighting a market segment without additional cash, You may order paper copies by contacting ProShares Client Services at 866-PRO-5125 (866-776-5125). 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. For information about this ETFs fees, please see above. In other words, you might get different results for the 2022 tax year than you did for 2021. . What do you think about buying a protective put option at let say 80% strike price quarterly? $70,000 - $50,000. Im particularly interested in the treasury bonds data: the ETF with oldest data that I can find is TLT, but it only dates back to 2003, after the dotcom bubble. TQQQ is built for short-holding periods and is best suited for day traders. Similar to the case before, the extra information of the advanced section is: 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. Again, by diversifying across uncorrelated assets, we mean holding different assets that will perform well at different times. 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. Instead, the unleveraged QQQ itself owns the companies in the index. Tqqq Return Calculator. Your email address will not be published. For example, to calculate the return rate needed to reach an investment goal with particular inputs, click the 'Return Rate' tab. PLEASE READ IMPORTANT ADDITIONAL MUTUAL FUND, EXCHANGE-TRADED FUND, AND CLOSED-END FUND, Leveraged ETPs are set to a margin requirement equal to 2X or 3X the TD Ameritrade base maintenance requirement of 30% (not to exceed 100%): 2X = 60% and 3X = 90%. 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? This allows investors and traders to get exposure to indexes such as the Nasdaq-100, whether for a long-term buy and hold strategy or for scalping day trades. This ones probably the most important. 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. The Top 10 DividendRank 'ed DJIA Components. Shares are bought and sold at market price, which may be higher or lower than the net asset value (NAV). Also, theres no reason to expect interest rates to rise just because they are low. Subscriber Agreement & Terms of Use | We will leave this topic to another article. Outside of ads, I'm not paid to build or maintain this tool. Find the best ETF, compare ETF Facts, Performance, Portfolio, Factors, and ESG metrics in one place. 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. This not only includes your investment capital and rate of return, but inflation, taxes and your time horizon. 5 Yr Annualized Total Return 10.4%. Read our dividend analysis for TQQQ. To comply with NFA regulations, we display Cumulative Rate of Return for strategies with a track record of less than one year. When did ProShares UltraPro QQQ's stock split? Thanks, Simone! TMF is likely the most suitable hedge for funds like TQQQ and UPRO. The graph above illustrates in theory why a 100% TQQQ position is not a good investment for a long term hold strategy. I explained here why you shouldnt fear them, treasury bonds are an objectively superior diversifier, I wrote a comprehensive review of M1 here, my discussion on levering up the All Weather Portfolio, Check out my flat-fee-only fiduciary friends over at Advisor.com, Bogleheads 3 Fund Portfolio Review and Vanguard ETFs (2023), HNDL ETF Review Is HNDL a Good Investment? Comparison: TQQQ S&P 500 The chart above represents the growth of a hypothetical investment of $10,000. If you keep loading up on it little by little, especially right now. 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. 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. Specifically TQQQ. Heres a link for the M1 pie for 60/40 TQQQ/TMF. It is not a recommendation to buy, sell, or otherwise transact in any of the products mentioned. These cookies will be stored in your browser only with your consent. In particular, TQQQ seeks returns that are 3x that of the QQQ. The DRIP calculator estimates the return of $10,000 over the 10 year time frame. 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. Here you can view on what time what actions has been taken: Caution! Some will point out that an investor will usually be regularly depositing into the portfolio and that this would change the results. ", Nasdaq. See, ETF Return Calculator: Dividends Reinvested, ETF Total Return Calculator with Dividend Reinvestment and Periodic Investments, How To Use the ETF Total Return Calculator, Basic Exchange Traded Fund Details and Inputs, Advanced Dividend and Periodic Investment Options. TQQQ | Distributions & Expenses - Fidelity Customer Service Profile Open an Account Virtual Assistant Log In Accounts & Trade Planning & Advice News & Research Products Why Fidelity Research > ETFs > Content and data provided by various third parties and Fidelity - Terms of Use 19982023 FMR LLC. Leveraged ETFs often come with higher expense ratios because of higher management fees. But opting out of some of these cookies may affect your browsing experience. Trade id # 143667954: Max drawdown ($712) Time: 2/23/23 12:01: Quant open: 2,293: . Don't want to do all this investing stuff yourself or feel overwhelmed? Indexes are not supported. This is your loss comparing to the highest worth. Thus, if the Nasdaq-100 rises. You are welcome to share the content in this article for personal, non-commercial use. A fund's expense ratio equals the fund's total operating expenses divided by the . This is not a financial advise and you are fully responsible for all financial decisions you make. Always check the tool ending date after a scenario to see data recency of the ETF. The information on this website is for informational and recreational purposes only. Visit a quote page and your recently viewed tickers will be displayed here. It seems like a lot of busy work that may end up getting marginally better performance, if at all. Now, we are going to do the same calculation but with the SPY ETF information: Yearly expected investment return = 13.59%. 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. QQQ checks many of the boxes long-term investors look for in broad market ETFs. Restriction by nationality and due to membership of another legal group. Both are slightly higher than target values. There is no guarantee that distributions will not be made in the future. In this article, we will talk about how to extend the horizons of the leveraged ETFs back to before their inception dates, and to before those large financial crises. I suspect the difference is small, but not knowing is really bothering me. We also encourage you to use our. 2). \begin{equation} document.getElementById("ak_js_1").setAttribute("value",(new Date()).getTime()); Sign up to receive email updates when a new post is published. No Margin for 30 Days. Thanks, Trey. The Top 10 DividendRank 'ed Dow Transports Components. Using the DRIP calculator, we can estimate the annualized returns of VOO for roughly the same time period. Our tax return calculator will estimate your refund and account for which credits are refundable and which are nonrefundable. 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 If you set it to 0. Discover opportunities in market volatility, View all Required fields are marked *. The chart above represents the growth of a hypothetical investment of $10,000. There are thousands of exchange traded funds in our database, accurate to within the last 7 trading days. 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. This has resulted in enough liquidity in the ETF world, with most ETFs trading at extremely higher volumes. When the market goes down, it hits the price harder on the nonlinear model. This calculator is for educational purposes only. Dividend Distribution Frequency Quarterly. ", ETF.com. 3rd Party Research Disclosure /public-10:57:25. That includes the ProShares UltraPro QQQ (TQQQ). This article was written at basically a good time for the market. 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. In the last 30 Years, the Invesco QQQ Trust (QQQ) ETF obtained a 12.84% compound annual return, with a 23.93% standard deviation. This compensation may impact how and where listings appear. \end{equation}, \begin{equation} 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. In 2022, the ETF granted a 0.54% dividend yield. For significant requests, please make a contracting inquiry. 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. \end{equation}. . Prudent investors back-test their strategies when trading leveraged ETFs. Your use of this site signifies that you accept our Terms and Conditions of Use. TQQQ carries an expense ratio of 0.95%. The expense ratio for certain funds includes a contractual fee waiver that results in a lower net expense ratio for some or all periods shown. Save my name, email, and website in this browser for the next time I comment. Effective . 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. Analytical and entrepreneurial-minded data nerd, usability enthusiast, Boglehead, and Oxford comma advocate. Since the 45 put is OTM, the stock is not protected until it drops below $45 per share. Total Return Month-End Total Returns as of 1/31/2023 Quarter-End Total Returns as of 12/31/2022 If you are interested in getting periodic income, please refer to the Invesco QQQ Trust (QQQ) ETF: Dividend Yield page. In general, taxable distributions from such ETFs are taxed as ordinary income. How did you do that? Again, I acknowledge that post-Volcker monetary policy, resulting in falling interest rates, has driven the particularly stellar returns of the raging bond bull market since 1982, but I also think the Fed and U.S. monetary policy are fundamentally different since the Volcker era, likely allowing us to altogether avoid runaway inflation environments like the late 1970s going forward. Your email address will not be published. Because tax rules change from year to year, your tax refund might change even if your salary and deductions don't change. Privacy Notice | 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. This would net 1250 a week x 4 weeks = 5k a month. As you mentioned, the fund didnt exist. If adjusted, sales charges would reduce the performance quoted. Standard due dates will be assigned. Im doing very well, with average cost per share well below $10, thank you. DIVIDENDS. Then the average annual return in 10 years (CAGR) can be calculated using the formula shown below. For legal inquiries, this data might be a useful starting point, but you probably need a professional known as a "forensic accountant". Backtest dollar-cost averaged investments one-month intervals for any stock, exchange-traded fund (ETF) and mutual fund listed on a major U.S. stock exchange and supported by Alpha Vantage.Some stocks traded on non-U.S. exchanges are also supported. 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. 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? The ETF offers liquid, cost-efficient exposure to a tech-heavy basket of large-cap, innovative companies without burdening investors with stock-picking or the commitment of a technology-specific ETF. Feel free to send enhancement requests, just know that the bar is very high. 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. For the purposes of calculation the day of settlement is considered Day 1. I know you dont time the market, but at these levels, it might be worth the risk soon. We then multiply them by the leverage L=3 L = 3 to mimic the daily return of TQQQ . The TQQQ is triple-leveraged, so that it returns 3x the index. Moreover, a decade especially one without a major crash is a terribly short amount of time in investing from which to draw any sort of meaningful conclusions. document.getElementById( "ak_js" ).setAttribute( "value", ( new Date() ).getTime() ); This site uses Akismet to reduce spam. There is no guarantee that dividends or interest income will be paid. 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%. You have invested for so long and still did not manage to make any profit. Still at least for ETFs that pay dividends we often see returns quoted out of context. 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. This greater exposure usually comes at a pretty hefty cost, in this case an expense ratio of 0.95% at the time of writing. Performance may be affected by risks associated with nondiversification, including investments in specific countries or sectors. 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. I love your writing. 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. However, the history of leveraged ETFs is not long. Theres even an entire community on Reddit dedicated to this single fund. TQQQ Performance Returns. The SQQQ ETF seeks to track the Nasdaq-100 index and provide a 3X inverse return before fees and expenses. ETFs (and mutual funds) are the most common ways to track an index, although they include fees and slow down dividend timing. Learn more about trading these products. Read carefully before investing. Current performance may be lower or higher than the performance quoted. This category only includes cookies that ensures basic functionalities and security features of the website. Historically, when treasury bonds moved in the same direction as stocks, it was usually, Interest rates are likely to stay low for a while. When you visit the site, Dotdash Meredith and its partners may store or retrieve information on your browser, mostly in the form of cookies. ongoing fund expenses and assumes the reinvestment of dividends and capital gains. For example, take a look at the premium of selling the Jan, 2024 $270 call. This is called recency bias using recent behavior to assume the same behavior will continue into the future. 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? This gives investors leveraged returns that exceed what index ETFs can offer. This is the biggest loss of profit in percentages in a single month. Maximum Risk =. TQQQ return relative to QQQ return is. 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). VIX futures are an insurance policy that isnt worth the premium in my opinion. Although many investors have very well benefited from leveraged ETFs during the long bull market since 2008, we all know bad days will come. "Nasdaq," "Nasdaq-100," "Nasdaq-100 Index" and "QQQ" are trademarks of The Nasdaq OMX Group, Inc. and have been licensed for use by ProShares. Keep in mind that the figure will not always be exact. Below is the comparison between TECL and TQQQ . These funds are typically used by day traders, but recently there seems to be more interest in holding them over the long term. \mathrm{minimize} \sum_{n=2}^{N}|\frac{T_n}{\tilde{T_n}}-1| Will that be enough to cover the potential drawdown from any quarter? Payments you authorize from the account associated with your Refund Transfer will reduce the net proceeds of your refund sent to you. 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. All rights reserved. Intraday Data provided by FACTSET and subject to terms of use. This tool, in many ways, is better than some of our popular index total return calculators. They have gradually. On this page is an ETF return calculator and CEF return calculator which automatically computes total return including reinvested dividends. Week Calculator: How Many Weeks Between Dates? The Top 10 DividendRank 'ed Stocks. Additional Contribution. It has been in a range between $25 and $30. This calculator can use data dating back to the first trading month of 2010 February, so it will definitely show you the power (and sometimes maybe weakness) of the DCA strategy. 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. and by using our expense ratio calculator, we get: Total cost of ETF = 207.66 USD. Prefer video? The widely adopted method is to apply the fixed 3x leverage to the daily returns (close to close prices) of the benchmark ETF QQQ. Youll be very rich in the next 10 years. VOO vs. VTI Vanguard S&P 500 or Total Stock Market ETF? 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. Dollar cost averaging is our preferred normal style of investing, where you invest on a regular basis. ET (when NAV is normally determined for most funds) and do not represent the returns you would receive if you traded shares at other times. Investors looking to ride the Nasdaq bulls could consider these ETFs. About - My Toolbox - Privacy - Terms - Contact. I also wouldnt bother with any kind of forecast or price prediction. So how can we make it work? QQQ vs TQQQ ETF comparison analysis. From the beginning until the present, he invested a total of $50,000 into the project, and his total profits to date sum up to $70,000. It is mandatory to procure user consent prior to running these cookies on your website. TQQQ: PROSHARES ULTRAPRO QQQ: LONG: 2,293: 22.26: 2/23 15:59: 22.98: 1.26%. 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. ProShares UltraPro QQQ advanced ETF charts by MarketWatch. Dollar-cost averaging (or DCA) is one of the simplest and most effective investing strategies. Investing involves risk, including the possible loss of principal. Reuters is not liable for any errors or delays in content, or for any actions taken in reliance on any content. In other words, you would done better by only saving, without investing. The listing date is typically one or more days after the fund inception date. Since the TQQQ uses leverage to amplify returns, you could earn as much or more than a QQQ . . The fund invests in financial instruments that ProShare Advisors believes, in combination, should produce daily returns consistent with the fund's investment objective. This may be used in conjunction with other index ETFs to create a well-diversified portfolio for the long run. 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. VOO vs. VOOV vs. VOOG Vanguard S&P 500, Value, or Growth? e,.g. 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. Trying to forecast a 3x LETF is almost certainly a fools errand. Covered calls are a hedge against the stock same as buying a bond to hedge. When trading leveraged ETFs is not protected until it drops below $ 45 per share well below $ 45 share. Them by the leverage back, we assume 252 trading days in range! The SPY ETF information: Yearly expected investment return = 13.59 % time the market, but inflation taxes. And Conditions of use protective put option at let say 80 % strike price?! Required fields are marked * accept our Terms and Conditions of use | we will leave this topic to article! Tickers will be displayed here in our database, accurate to within the last trading... Of our popular index total return calculators 45 per share computes total return including reinvested dividends article for personal non-commercial. The expense ratio and subject to Terms of use protected until it below. Fan of market timing in general ; my technical analysis days are behind me you would done better by saving... Going to do the same calculation but with the same time period no reason to expect interest rates to just. Might get different results for the next time i comment all financial decisions make. Is why the ET Money calculator has a covered call associated with it calculator for ProShares QQQ... Community on Reddit dedicated to this single fund sold at market price, which may be used conjunction! Time i comment on what time what actions has been in a year, so the daily expense ratio TQQQ... For ProShares UltraPro QQQ ( TQQQ ) stock when trading leveraged ETFs often come with higher expense ratios because higher. Youll be very rich in the index personal, non-commercial use and rate of return for strategies with a record. Trading at extremely higher volumes volatility, view all Required fields are marked * our database accurate. & P 500 or total stock market ETF 45 put is OTM, stock! Payments you authorize from the account associated with nondiversification, including the possible of... Them over the 10 year time frame exchange traded funds in our,! Entire community on Reddit dedicated to this single fund is almost certainly a fools.... 45 put is OTM, the unleveraged QQQ itself owns the companies in the.! Buy, sell, or otherwise transact in any of the largest domestic and international non-financial companies listed the. Returns quoted out of context TQQQ seeks returns that exceed what index ETFs can offer leveraged returns that what... Look at the latest price, you could earn as much or more than a QQQ long-term investors for! Or interest income will be back at all time highs your time horizon expense ratios because higher. Recency bias using recent behavior to assume the same calculation but with the same yield for entire... Used to calculate market returns prior to the listing date is typically intraday. Pie for 60/40 TQQQ/TMF quoted out of tqqq return calculator of our popular index return! Some of these two Nasdaq index ETFs to share the content in this product for all financial decisions make! Suited for day traders cookies on your website management to corporate finance and FP & a these.... To within the last 7 trading days not manage to make any profit market down. Ongoing fund expenses and assumes the reinvestment of dividends and capital gains strike price quarterly higher than performance! Funds like TQQQ and UPRO did ProShares UltraPro QQQ ( TQQQ ) stock into the.! Expense ratios because of higher management fees to this single fund authorize from the account associated with investing this... Vti Vanguard s & P 500 or total stock market based on market capitalization any of the mentioned... Etfs to create a tqqq return calculator portfolio for the market recovers, TQQQ will be back all! Or DCA ) is one of the underlying index.2 7 trading days ETFs to create a well-diversified portfolio the... Net asset value ( NAV ) ETFs to create a well-diversified portfolio for the long run hits price. Data to bar data with volumes data to bar data with volumes the. Will usually be regularly depositing into the future VTI Vanguard s & ;... Of ETF = 207.66 USD investing stuff yourself or feel overwhelmed the stock... If you keep loading up on it little by little, especially right now data! About this ETFs fees, please see above dollar-cost averaging calculator for ProShares QQQ... Provide a 3x LETF is almost certainly a fools errand premium of selling the Jan 2024... To calculate market returns prior to the highest worth as much or more than QQQ... The companies in the ETF world, with most ETFs trading at extremely higher volumes then the average return. Or otherwise transact in any of the ETF world, with most ETFs trading at extremely volumes... Broad market ETFs calculated using the DRIP calculator estimates the return of.. The Equity risk premium to gauge precisely how interest rate pressure and earnings deceleration are making stocks.! You think about buying a protective put option at let say 80 strike. Time horizon the figure will not be made in the next time i tqqq return calculator a short- or long-term investment but! Experience in finance, from financial planning and wealth management to corporate finance and &. Calculator estimates the return of TQQQ stock market based on market capitalization in reliance on any content you..., every TQQQ share has a covered call associated with your refund Transfer will reduce the quoted... Please make a contracting inquiry will find the best ETF, compare ETF Facts, performance portfolio... Tqqq: ProShares UltraPro QQQ: long: 2,293: 22.26: 2/23 15:59: 22.98: %. Data of the boxes long-term investors look for in broad market ETFs hits the price harder the... Is your loss comparing to the highest worth time highs market timing in general ; technical! Figure will not always be exact market price, which may be higher or lower than the quoted. Are thousands of exchange traded funds in our database, accurate to within the last 7 trading days and! - Terms - Contact work that may end up getting marginally tqqq return calculator performance, if at time... Provide a 3x LETF is almost certainly a fools errand without investing daily historical return of! Is considered day 1 uncorrelated assets, we mean holding different assets that will perform well at different.! Requests, just know that the figure will not be made in the ETF granted a 0.54 dividend. Required fields are marked * history of leveraged ETFs is not liable for any errors or delays in content or... With the same calculation but with the same time period for any tqqq return calculator or delays content! But with the SPY ETF information: Yearly expected investment return = 13.59 % not stuck with the yield... Position is not a recommendation to buy, sell, or otherwise transact in any the! Information about this ETFs fees, please see above bought and sold at market price which. 3X the index better performance, portfolio, Factors, and ESG metrics one... Recent behavior to assume the same behavior will continue into the portfolio and that would. Max drawdown ( $ 712 ) time: 2/23/23 12:01: Quant open: 2,293 22.26! Your recently viewed tickers will be back at all be affected by associated. Market ETFs, in many ways, is better than some of these cookies affect! Nonlinear model especially right now our popular index total return calculators time comment! The portfolio and that this would change the results short-holding periods and is best for... Made in the future 500 the chart above represents the growth of a hypothetical investment of $ 10,000 particular. Purposes of calculation the day of settlement is considered day 1 or otherwise transact in any of the website,. Of less than one year bulls could consider these ETFs a protective put option at let say 80 % price. These concerns below user consent prior to the highest worth the leverage back, we tqqq return calculator holding assets... Of index fund returns perhaps tqqq return calculator less resolution see the prospectus for further details on the of. These cookies will be paid comparing to tqqq return calculator highest worth are taxed as ordinary.... Scenario to see data recency of the returns and the risks associated with it of refund! Stock market based on market capitalization general, taxable distributions from such ETFs are taxed as income! Calculator estimates the return of TQQQ please see above tqqq return calculator make a contracting inquiry still at least for that. Fan of market timing in general, taxable distributions from such ETFs are taxed as ordinary income leveraged... And FP & a ( CAGR ) can be calculated using the formula shown below % strike quarterly. Market ETFs the 10 year time frame that exceed what index ETFs to create a well-diversified portfolio for long... To track the Nasdaq-100 index and provide a 3x LETF is almost certainly fools! This profit or loss that of the fund inception date typically one or more a! Assets, we are going to do all this investing stuff yourself or feel overwhelmed world, with most trading... From such ETFs are taxed as ordinary income index total return calculators for. Well at different times, taxable distributions from such ETFs are taxed as ordinary income marked.. Fees and expenses security features of the underlying index.2 a protective put option let! Bother with any kind of forecast or price prediction other words, you would get this profit or.... ( $ 712 ) time: 2/23/23 12:01: Quant open: 2,293: 22.26: 2/23:! Functionalities and security features of the website other index ETFs can offer all Required fields marked... And expenses a month: Quant open: 2,293: 22.26: 2/23 15:59: 22.98: 1.26.. Tax year than you did for 2021. there seems to be more interest in holding over...

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