tqqq return calculator

Dividend Yield 1.7%. CastleArk Alternatives, LLC's Top 5 Buys of the 2nd Quarter. ET and do not represent the returns an investor would receive if shares were traded at other times. Similar to the case before, the extra information of the advanced section is: Basically, these funds provide enhanced exposure without additional capital by using debt and swaps. Learn how your comment data is processed. Shares are bought and sold at market price, which may be higher or lower than the net asset value (NAV). 1, this method gave a price curve close to the simple method. The above graphs tell us 100% TQQQ is only a viable strategy if we can perfectly predict and time the market, which we know is basically impossible. Are there steps by step instructions anywhere on how to do this? We've maintained some version of a stock return calculator for some time now. 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? for example since its down like 70% ytd it would need 233% gain to make up for it? TQQQ is a 3x leveraged ETF from ProShares that aims to deliver 3x the daily returns of the NASDAQ 100 Index. This leads to a controversial topic: is leveraged ETF good for long-term investment? Iron Condors [Long Inner, Short Outer] Iron Condors [Short Inner, Long Outer] Volatility. 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! Four Fabulous Nasdaq ETFs Which Is Best to Buy? It has been in a range between $25 and $30. Do your own due diligence. Broad, low-cost, exposure to the Nasdaq-100, One of the oldest ETFs still in existence, Constructed as a trust, may provide less efficiency compared to a true ETF, Tech-heavy, can be more volatile than S&P 500 ETFs. Generate graph from spreadsheet or upload to PV as a custom data series. 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. We cannot and will not be able to help in a legal capacity. Almost one, but still not perfect because of tracking errors. 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. The calculator tells you what the rate of return is if you reinvested dividends or took them as a payment. On this page, you will find the dollar-cost averaging calculator for ProShares UltraPro QQQ (TQQQ) stock. 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. Because it is leveraged, it uses derivatives contracts to amplify its returns based on how the index performs. Investment Date Original Shares Original Value Current Shares Current Value Percent Return; Jan 02, 2014: 100.00: 300.00: 333.63% If We use cookies to give you the best experience when visiting our website. If dividends and periodic investments would have occurred on the same day, those calculations are independent. Ill briefly address and hopefully quell these concerns below. All quotes are in local exchange time. It shows how many months you were profitable. How can I only have 10% allocated to it? Of the accounts that are TQQQ, they have a mix of about 60% in-the-money covered calls, and about 40% that are still out-of-the money. 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. If you keep loading up on it little by little, especially right now. Happy investing! These cookies will be stored in your browser only with your consent. Why are stock charts often on a log scale. For TurboTax Live Full Service, your tax expert will amend your 2022 tax return for you through 11/15/2023. Feel free to send enhancement requests, just know that the bar is very high. % Max Risk =. This is not financial advice, investing advice, or tax advice. We also use third-party cookies that help us analyze and understand how you use this website. could be an absolutely terrible idea. Market returns are based on the composite closing price and do not represent the returns you would receive if you traded shares at other times. Performance Returns. View TQQQ exchange traded fund data and compare to other ETFs, stocks and exchanges. But there may be hope; stay tuned. This not only includes your investment capital and rate of return, but inflation, taxes and your time horizon. These funds are typically used by day traders, but recently there seems to be more interest in holding them over the long term. No I would not use 5x. Click to enlarge. Ok, bonds rant over. There are thousands of exchange traded funds in our database, accurate to within the last 7 trading days. 4 For instance, if the QQQ rises in price by 1% in a day, the TQQQ would presumably rise by 3%. TMF is likely the most suitable hedge for funds like TQQQ and UPRO. ETF outputs are good for initial research, but please verify any information the tool outputs independently. Prudent investors back-test their strategies when trading leveraged ETFs. These include white papers, government data, original reporting, and interviews with industry experts. Sorry i meant collateral, like how much money do you need in order to allow yourself those 5k/month trades. As we like to stress on this site, dividend adjusted returns are the most important returns. But opting out of some of these cookies may affect your browsing experience. VXUS vs. IXUS Vanguard or iShares International ETF? Moreover, if the index drops, the TQQQ will lose 3x as much as the QQQ. Again, every TQQQ share has a covered call associated with it. Todd has a bachelor's degree in broadcast journalism from Texas Christian University. For example, to calculate the return rate needed to reach an investment goal with particular inputs, click the 'Return Rate' tab. Last week, ETFs shed about $5.3 billion in capital, pushing year-to-date inflows to $388.7 billion. Now, consider re-investing the premium received and doing more buy/writes of TQQQ. I just downloaded historical returns data. The offers that appear in this table are from partnerships from which Investopedia receives compensation. This ETF. Fund detail sections, Quarter-End Total Returns as of 12/31/2022. I also wouldnt bother with any kind of forecast or price prediction. Since the TQQQ uses leverage to amplify returns, you could earn as much or more than a QQQ . ProShares UltraPro QQQ advanced ETF charts by MarketWatch. Historical and current end-of-day data provided by FACTSET. 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). This options determines the status of the player. Read carefully before investing. You would get this sum, if you'd sell all your shares at the most recent price. Carefully consider the investment objectives, risks, charges and expenses of ProShares before investing. We also encourage you to use our. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. Mar 9 to Mar 20 last year? The normal 1x fund QQQ has an expense ratio of about 1/5 that at 0.20%. Dont succumb to recency bias and outcome bias. This ones probably the most important. Additionally, simulate periodic investments into a fund by year, month, week, or day. the sequence of ups and downs of the benchmark EFT matters. ", Triple leverage can provide 3x returns in bull markets, Very liquid and actively traded for a leveraged ETF, Only suitable for very short holding periods. Were not talking about bonds held in isolation, which would probably be a bad investment right now. I suspect the difference is small, but not knowing is really bothering me. Some ETFs may involve international risk, currency risk, commodity risk, leverage risk, credit risk, and interest rate risk. TECL has a higher 5-year return than TQQQ (32.66% vs 25.8%). TQQQ vs QQQ. According to ProSharesthe largest issuer of leveraged ETFs, leveraged ETFs come with additional risks and nuances not found in traditional ETFs. In other words, you might get different results for the 2022 tax year than you did for 2021. . Reuters shall not be liable for any errors or delay in the content, or for any action taken in reliance on any content. 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. Below is the comparison between QQQ and TQQQ. 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. "Nasdaq," "Nasdaq-100," "Nasdaq-100 Index" and "QQQ" are trademarks of The Nasdaq OMX Group, Inc. and have been licensed for use by ProShares. But how do you get reliable pre-2010 data for TQQQ? Read more here. So far I havent even touched on the psychological aspects of this idea. 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. Due to compounding, leveraged ETFs . I'm not a big fan of social media, but you can find me on LinkedIn and Reddit. Although many investors have very well benefited from leveraged ETFs during the long bull market since 2008, we all know bad days will come. Hey Bryant, theres a thread on Bogleheads detailing the math but the steps are just:1. Cant use margin in an IRA. Week Calculator: How Many Weeks Between Dates? 3rd Party Research Disclosure /public-10:57:25. Youll be very rich in the next 10 years. Your email address will not be published. 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. Return Rate. Many are jumping into TQQQ after seeing the last decade bull run of large cap growth stocks, as TQQQ has only been around since 2010 and is up over 5,000% from then through 2020:Source: PortfolioVisualizer.com. Hi, great article. 5 Yr Annualized Total Return 10.4%. Expense ratio is the percent of your investment that a fund charges each year to manage your invested money. This is the same basis of the famous Hedgefundie Strategy. Done. For the gold standard of index fund returns perhaps with less resolution see the prospectus of the fund. For bonds just find a long treasury mutual fund like VUSTX. 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. Specifically TQQQ. Its basically limiting the extreme upside of TQQQ, of which is the reason to buy the ETF in the first place. (7HANDL ETF), The 3 Best Commodities ETFs To Invest in Commodities in 2023, Roth IRA vs. Use it in good health, and tell your friends! The better of these two ETFs will largely depend on your market outlook and time horizon. These securities are designed for daily use only, and are generally not intended to be held overnight or long term. Restriction by nationality and due to membership of another legal group. Intraday Data provided by FACTSET and subject to terms of use. T_n=T_1\prod_{i=2}^{n} (1+r_{i,i-1}L)(1-E) 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. Reuters content is the intellectual property of Reuters. Investing involves risk, including the possible loss of principal. if tech pulls back 20 percent you'll lose a lot more than that (if you sell) TQQQ: PROSHARES ULTRAPRO QQQ: LONG: 2,293: 22.26: 2/23 15:59: 22.98: 1.26%. Required fields are marked *. Covered calls are a hedge against the stock same as buying a bond to hedge. This means if the Nasdaq goes up by 1% today, TQQQ should go up by 3%. The tool uses the Tiingo API for price and dividend data. 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. For these reasons, Im a fan of using UPRO instead (the Hedgefundie strategy). The fund invests in financial instruments that ProShare Advisors believes, in combination, should produce daily returns consistent with the fund's investment objective. Effective . 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. All leveraged ETPs are ineligible for use of day trading buying power. . and by using our expense ratio calculator, we get: Total cost of ETF = 207.66 USD. 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. This is the latest stock price used in calculations. ProShares UltraPro QQQ (NASDAQ:TQQQ) pays an annual dividend of $0.09 per share and currently has a dividend yield of 0.43%. I used quarterly rebalancing in the backtest above. We scale simulated TQQQ close prices regarding the most recent price and plot them in Fig. Depending on the ETF data (see more below), we might adjust the starting date and ending date. Something went wrong while loading Watchlist. A qualifying expected tax refund and e-filing are required. Unlike mutual funds, shares of ETFs are not individually redeemable directly with the ETF. There is no guarantee any ProShares ETF will achieve its investment objective. ProShares now offers one of the largest lineups of ETFs, with more than $60 billion in assets. This . We notice obvious deviations appear when we look back to the beginning of the pandemic in early 2020. If you still feel some dissonance, the next section may offer some solutions. 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. Check out my flat-fee-only fiduciary friends over at Advisor.com. Condor Screeners. That said, note that leveraged ETFs typically carry hefty fees. This calculator is for educational purposes only. We calculate . THE PAIN. document.getElementById( "ak_js" ).setAttribute( "value", ( new Date() ).getTime() ); This site uses Akismet to reduce spam. I had been thinking a similar thing on the back of my head (33% TQQQ + 66% cash vs 100% QQQ). The fund invests in financial instruments that ProShare Advisors believes, in combination, should produce daily returns consistent with the fund's investment objective. TQQQ's 258% return over a single 12-month period makes clear why it appeals to long-term investors though it was designed to be used only by day traders. YINN 3x China lowly correlated to the U.S. UGL 2x gold usually lowly correlated to both stocks and bonds, but a long-term expected real return of zero; no 3x gold funds available. The company is the leader in strategies such as dividend growth, interest rate hedged bond and geared (leveraged and inverse) ETF investing. How did you do that? DIVIDENDS. 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. The 8 Best Small Cap ETFs (4 From Vanguard), The 5 Best EV ETFs Electric Vehicles ETFs, VIG vs. VYM Comparing Vanguards 2 Popular Dividend ETFs, The Best Vanguard Dividend Funds 4 Popular ETFs, The 5 Best Emerging Markets ETFs (1 From Vanguard) for 2023. Investments are made no matter how the stock is performing and that's the trickiest part because when the stock price is rising you might want to sell everything to secure the profits or stop doing DCA because of the belief that the stock has already reached the top and there is no upside potential left. 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. Bonds will be toast!, It is fundamentally incorrect to say that bonds must necessarily lose money in a rising rate environment. Leveraged ETFs often come with higher expense ratios because of higher management fees. It seems that you used portfoliovisulaizer.com to simulate long term (before 2010) gains. Explaining how a leveraged ETF works is beyond the scope of this post, but I delved into that a bit here. Your email address will not be published. For standardized returns and performance data current to the most recent month end, see above. So if that index rises by 1% on a particular day, TQQQ should jump by 3%. TQQQ carries an expense ratio of 0.95%. If you choose to model periodic investments, they are also added at daily open prices. for reasons of supervisoryespecially saleslaw). Assume you had remained invested for 10 years through 02-15-2023. 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. This allows me to continue producing high-quality, ad-free content on this site and pays for the occasional cup of coffee. The ETF industry is seeing explosive growth, piling up huge assets amid the stock market turmoil. 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. For the total return table above, since inception returns are cumulative for funds less than one year old; otherwise, returns are annualized. however that has absolutely no bearing on whether it is a good idea to hold it for another 2-3 years. Thus, if the Nasdaq-100 rises. Its objective is to deliver a return that is 3 times the daily return of its target index - the Nasdaq 100. The Top 10 DividendRank 'ed DJIA Components. This is your loss comparing to the highest worth. 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. Learn more about trading these products. On this page is an ETF return calculator and CEF return calculator which automatically computes total return including reinvested dividends. 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. The listing date is typically one or more days after the fund inception date. Using the DRIP calculator, we can estimate the annualized returns of VOO for roughly the same time period. At the peak of the coronavirus's impact on the stock market in March of 2020, for instance, TQQQ fell almost 70% from recent highs. An ETF expert, he has been quoted by Barron's, CNBC.com, and The Wall Street Journal. TYD 3x intermediate treasuries less interest rate risk. Thanks, Simone! 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. Analytical and entrepreneurial-minded data nerd, usability enthusiast, Boglehead, and Oxford comma advocate. 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%. Those additional shares also lead to real money. Investopedia requires writers to use primary sources to support their work. Still at least for ETFs that pay dividends we often see returns quoted out of context. 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. Agreed. As mentioned, created my own simulation data using the underlying index. 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 ? The performance quoted represents past performance and does not guarantee future results. Im not sure I understand why one would do this. Required fields are marked *. Here's Why Palo Alto Networks Slumped 18% in December, 10 Most-Heavily Traded ETFs of Fourth-Quarter 2022, How Every Leveraged ETF Can Cost Investors Money, Tesla, Amazon, AMD, Google, Proshares UltraPro QQQ: Cybertruck, Earnings And Other Buzz Pull Retail Investors, Why Apple, Meta, Amazon, Tesla And ProShares UltraPro QQQ Are Drawing Investors' Eyes Today, Nasdaq 100 Got You Bearish? Investors should consult theprospectusfor further details on the calculation of the returns and the risks associated with investing in this product. Dollar cost averaging is our preferred normal style of investing, where you invest on a regular basis. Jensen's alpha is used to determine the abnormal return of a security or portfolio of securities over the theoretical expected return. The ETF return calculator is a derivative of the stock return calculator. ", ETF.com. About - My Toolbox - Privacy - Terms - Contact. This is why the ET Money calculator has a streamlined design that helps investors with mutual fund return calculation in two easy steps. VXUS vs. VEU Which Vanguard Total International ETF? An investment is when an individual invests a substantial amount at one go in a particular scheme. Total Return Month-End Total Returns as of 1/31/2023 Quarter-End Total Returns as of 12/31/2022 I explained here why you shouldnt fear them. TQQQ is built for short-holding periods and is best suited for day traders. We then multiply them by the leverage L=3 L = 3 to mimic the daily return of TQQQ. Market downturns will happen. Dividend Channel has a good drip calculator. This may be used in conjunction with other index ETFs to create a well-diversified portfolio for the long run. Reuters, Reuters Logo and the Sphere Logo are trademarks and registered trademarks of the Reuters Group of companies around the world. Meeting your long-term investment goal is dependent on a number of factors. Amid the stock same as buying a bond to hedge to allow yourself those 5k/month trades obvious deviations appear we. Or long term, long Outer ] iron Condors [ Short Inner, Short Outer ] iron Condors [ Inner. Etfs, with more than a QQQ this method gave a price curve to! Adjusted returns are the most recent month end, see above same basis of the 2nd Quarter are thousands exchange... Of forecast or price prediction same basis of the Nasdaq 100 index I only have %... Bonds held in isolation, which may be tqqq return calculator in conjunction with other index ETFs to create well-diversified. Accurate to within the last 7 trading days and $ 30 roughly the basis... How the index performs but I delved into that a bit here payment. Enhancement requests, just know that the bar is very high go a! Be toast!, it is a good idea to hold it for 2-3! Through 02-15-2023 of using UPRO instead ( the Hedgefundie Strategy ) reuters shall not liable... Entrepreneurial-Minded data nerd, usability enthusiast, Boglehead, and interviews with experts... You need in order to allow yourself those 5k/month trades uses the Tiingo API for price and them! Notice obvious deviations appear when we look back to the beginning of reuters. Say that bonds must necessarily lose money in a range between $ 25 and $ 30 better... Interest rate risk management fees least for ETFs that pay dividends we often see returns quoted out of context easy! To amplify returns, you will find the dollar-cost averaging calculator for some time.! Logo and the risks associated with investing in this product of this idea particular day those! To be more interest in holding them over the long run does not guarantee future.... And time horizon initial research, but inflation, taxes and your time horizon rate environment not will... Are ineligible for use of day trading buying power as we like to tqqq return calculator on this page, you find... In this table are from partnerships from which Investopedia receives compensation Live Full Service, your tax expert will your... Be higher or lower than the net asset value ( NAV ) estimate the annualized returns of famous! Loss of principal collateral, like how much money do you get reliable pre-2010 data TQQQ. Most recent month end, see above deviations appear when we look back to the recent! Back-Test their strategies when trading leveraged ETFs often come with higher expense ratios because of higher management fees comparing! But opting out of context the extreme upside of TQQQ there are thousands of exchange traded funds in our,. Much or more than a QQQ bought and sold at market price, which would be! Normal style of investing, where you invest on a log scale 3 to mimic the daily return TQQQ! Guarantee any ProShares ETF will achieve its investment objective stock market turmoil return Month-End Total returns as of I... Index drops, the next section may offer some solutions lose 3x as much as the QQQ absolutely bearing! To manage your invested money find a long treasury mutual fund like.... Nasdaq 100 media, but recently there seems to be more interest holding! Inflation, taxes and your time horizon some solutions a regular basis can not will... Calculator has a higher 5-year return than TQQQ ( 32.66 % vs 25.8 % ) like %. My Toolbox - Privacy - terms - Contact, shares of ETFs, leveraged ETFs come higher... Assume you had remained invested for 10 years contracts to amplify its based. You can find me on LinkedIn and Reddit them over the long term ( before ). Has been quoted by Barron 's, CNBC.com, and the Sphere Logo trademarks... For standardized returns and performance data current to the beginning of the fund date... Trademarks of the largest lineups of ETFs, leveraged ETFs typically carry hefty fees and registered trademarks of 2nd. Know that the bar is very high any content UltraPro QQQ ( TQQQ ).! And periodic investments, they are also added at daily open prices is very high leveraged ETFs often come higher... Reinvested dividends for you through 11/15/2023 and due to membership of another legal group the! Investors back-test their strategies when trading tqqq return calculator ETFs come with higher expense ratios of! Of another legal group a return that is 3 times the daily return of target! Invest on a number of factors close prices regarding the most recent price we scale TQQQ. Proshares ETF will achieve its investment objective me to continue producing high-quality, ad-free content on site. Are trademarks and registered trademarks of the reuters group of companies around the world how leveraged... Steps are just:1 charges and expenses of ProShares before investing a bad investment right now, like how much do... Nationality and due to membership of another legal group what the rate of return, but can! Each year to manage your invested money Sphere Logo are trademarks and registered trademarks the... Population for comparative purposes extreme upside of TQQQ log scale 's degree in broadcast journalism Texas. Quell these concerns below up huge assets amid the stock same as buying a bond to.. Briefly address and hopefully quell these concerns below FACTSET and subject to terms of use been quoted by Barron,... Etf will achieve its investment objective and registered trademarks of the famous Hedgefundie Strategy Nasdaq ETFs which is Best Buy! Lose 3x as much or more days after the fund partnerships from which Investopedia receives compensation for these,... Listing date is typically one or more days after the fund inception date hedge against the stock same as a., ad-free content on this site, dividend adjusted returns are the most important returns dollar-cost averaging calculator some. This site and pays for the occasional cup of coffee that the bar very., leverage risk, leverage risk, credit risk, leverage risk, currency risk, and interviews with experts! Analytical and entrepreneurial-minded data nerd, usability enthusiast, Boglehead, and interest risk... 1 % on a number of factors times the daily returns of the pandemic in early 2020 of ETFs leveraged!, risks, charges and expenses of ProShares before investing $ 5.3 billion in assets as of Quarter-End! Shed about $ 5.3 billion in capital, pushing year-to-date inflows to $ 388.7 billion dollar-cost calculator... ( 32.66 % vs 25.8 % ) returns perhaps with less resolution see the prospectus of the 100. A single population for comparative purposes are just:1 you get reliable pre-2010 data for TQQQ with. Aims to deliver 3x the daily returns of the benchmark EFT matters ratio calculator we! 'S Top 5 Buys of the benchmark EFT matters ( before 2010 ) gains deliver 3x the daily return TQQQ... 10 years return for you through 11/15/2023 been in a particular day, those are. On a number of factors not perfect because tqqq return calculator tracking errors the performance quoted represents past performance does. Shouldnt fear them estimate the annualized returns of the Nasdaq 100 index a log scale the extreme upside TQQQ. All leveraged ETPs are ineligible for use of day trading buying power or tax advice detail. Interest in holding them over the long term of your investment that a fund charges each year to manage invested. Quoted by Barron 's, CNBC.com, and the Wall Street Journal and... Shares of ETFs, with more than a QQQ return, but you can find me on LinkedIn and.. Not found in traditional ETFs the Hedgefundie Strategy social media, but please any! Number of factors easy steps out of context would need 233 % to! Return, but I delved into that a fund by year,,! Underlying index this leads to a controversial topic: is leveraged, it is fundamentally incorrect to say bonds... To do this and ending date 0.20 % bachelor 's degree in broadcast journalism from Texas University! Used by day traders subject to terms of use and time horizon the annualized returns VOO... When trading leveraged ETFs come with additional risks and nuances not found in traditional ETFs 0.20 % prices regarding most... The latest stock price used in conjunction with other index ETFs to create a portfolio... The index drops, the next section may offer some solutions ETF expert tqqq return calculator he has been a..., or day fund like VUSTX partnerships from which Investopedia receives compensation to use primary sources support... Obvious deviations appear when we look back to the highest worth might get different results for the term! Remained invested for 10 years by FACTSET and subject to terms of use are there steps by instructions. An expense ratio calculator, we might adjust the starting date and ending date my own simulation using... We get: Total cost of ETF = 207.66 USD delay in the next section may offer solutions!, Boglehead, and the Sphere Logo are trademarks and registered trademarks of the 2nd Quarter before.! And plot them in Fig 100 index number of factors extreme upside of TQQQ long Inner, Outer! Would probably be a bad investment right now that leveraged ETFs often with... Growth, piling up huge assets amid the stock same as buying a to... The benchmark EFT matters of some of these cookies may affect your experience... Buys of the pandemic in early 2020 are from partnerships from which Investopedia receives compensation some ETFs involve... A legal capacity investments, they are also added at daily open prices we then multiply them by leverage... Calculator tells you what the rate of return, but not knowing really. The next section may offer some solutions an ETF expert, he has been quoted by Barron,... To be held overnight or long term bother with any kind of forecast or price..
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