Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QQQH | 4.74% | 16.83% | 19.27% | 8.63% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/20/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QQQH | 12/20/2019 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.34 | 16.83 | 19.27 | 8.63 | NA | NA | NA | … | … | 4.74 | 14.16 | 25.98 | 30.54 | -28.35 | 9.77 | -40.69 | 0.31 |
| Sharpe Ratio | NA | 1.40 | 1.24 | 0.47 | NA | NA | NA | … | … | 0.78 | 0.77 | 1.83 | 2.09 | -2.03 | 0.88 | -0.57 | 1.26 |
| Standard Deviation(%) | NA | 10.09 | 12.96 | 13.22 | NA | NA | NA | … | … | 11.35 | 14.79 | 12.21 | 12.95 | 14.68 | 11.08 | 71.01 | 9.90 |
| Draw Down(%) | NA | 6.94 | 15.18 | 31.24 | NA | NA | NA | … | … | 6.94 | 15.18 | 9.28 | 9.83 | 29.11 | 6.14 | 53.74 | 1.24 |
| Yield(%) | 0.00 | 9.60 | 15.28 | 9.63 | 3.25 | 2.17 | 1.63 | … | … | 3.75 | 17.69 | 8.85 | 8.35 | 5.99 | 7.91 | 4.08 | 0.65 |
Data as of 06/05/2026, Common starting date is 12/20/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QQQH (QQQH) |
-2.57%
Jan 2020 – Jan 2023 |
6.79%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QQQH (QQQH) |
23.36%
Dec 2022 – Dec 2025 |
9.58%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart