Data Source: from November 1985 to October 2021

Last Update: 31 Oct 2021

Category: Stocks
ETF: Invesco QQQ Trust (QQQ)

In the last 10 years, the Invesco QQQ Trust (QQQ) ETF obtained a 22.09% compound annual return, with a 15.42% standard deviation.

In the last 25 years, a 13.56% compound annual return, with a 24.76% standard deviation.

In 2020, the portfolio granted a 0.64% dividend yield. If you are interested in getting periodic income, please refer to the Invesco QQQ Trust (QQQ) ETF: Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Large Cap
  • Style: Growth
  • Region: North America
  • Country: U.S.
  • Sector: Technology
  • Industry: Broad Technology

The Invesco QQQ Trust (QQQ) ETF is present in the following Lazy Portfolios:

Portfolio Name Author ETF Weight
Technology 100.0%

Capital Growth and Historical Returns

Capital growth, returns, stats are calculated assuming a reinvestment of dividends.

If you are interested in getting periodic income, please refer to the Invesco QQQ Trust (QQQ) ETF: Dividend Yield page.

Time Range:

ETF Returns, up to December 1999, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.

Swipe left to see all data
Period Returns
Oct 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+7.86%
0.00%
1 - 0
3M
+6.03%
-5.68%
Sep 2021 - Sep 2021
2 - 1
6M
+14.50%
-5.68%
Sep 2021 - Sep 2021
4 - 2
YTD
+23.50%
-5.68%
Sep 2021 - Sep 2021
7 - 3
1Y
+44.10%
15.07%
-5.68%
Sep 2021 - Sep 2021
9 - 3
3Y
+32.39%
annualized
19.49%
-12.91%
Feb 2020 - Mar 2020
25 - 11
5Y
+27.94%
annualized
17.02%
-16.96%
Sep 2018 - Dec 2018
43 - 17
10Y
+22.09%
annualized
15.42%
-16.96%
Sep 2018 - Dec 2018
79 - 41
20Y
+13.74%
annualized
19.27%
-49.74%
Nov 2007 - Feb 2009
146 - 94
25Y
+13.56%
annualized
24.76%
-81.08%
Apr 2000 - Sep 2002
180 - 120
MAX
01 Nov 1985
+15.07%
annualized
23.72%
-81.08%
Apr 2000 - Sep 2002
265 - 167
* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns ( more details)

Invesco QQQ Trust (QQQ) ETF: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+18.12% +124.99%
Mar 1999 - Feb 2000
-67.35%
Oct 2000 - Sep 2001
16.39%
2 Years
+15.94% +93.45%
Jan 1998 - Dec 1999
-51.93%
Sep 2000 - Aug 2002
13.94%
3 Years
+15.05% +77.31%
Apr 1997 - Mar 2000
-38.68%
Apr 2000 - Mar 2003
14.36%
5 Years
+14.33% +58.54%
Mar 1995 - Feb 2000
-19.54%
Apr 2000 - Mar 2005
13.94%
7 Years
+13.81% +43.22%
Apr 1993 - Mar 2000
-12.13%
Apr 2000 - Mar 2007
9.46%
10 Years
+13.27% +35.78%
Sep 1990 - Aug 2000
-8.06%
Mar 2000 - Feb 2010
8.95%
15 Years
+11.17% +25.08%
Nov 1985 - Oct 2000
+0.35%
Apr 2000 - Mar 2015
0.00%
20 Years
+10.87% +14.67%
Dec 1987 - Nov 2007
+3.50%
Apr 2000 - Mar 2020
0.00%

* Annualized rolling and average returns over full calendar month periods

If you need a deeper detail about rolling returns, please refer to the Invesco QQQ Trust (QQQ) ETF: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

In the table below, for the Invesco QQQ Trust (QQQ) ETF, the average monthly return is represented.

Below each return, it's also mentioned the probability of obtaining a positive monthly result (Win %).

Both the Average Return and the Gain Frequency are useful to get an idea of what happened in the past.

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Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %
2.70
72%
0.80
53%
0.82
67%
2.19
61%
1.92
67%
0.63
50%
1.43
67%
0.79
61%
-0.41
56%
1.75
64%
2.38
67%
1.97
53%
Best
Year
17.9
1987
19.0
2000
10.3
2009
17.9
2001
14.7
1990
12.4
2000
15.6
1997
13.6
2000
18.0
1998
18.5
2002
17.0
2001
25.0
1999
Worst
Year
-11.9
2008
-26.2
2001
-17.5
2001
-13.5
2000
-12.3
2000
-13.1
2002
-11.0
1986
-17.2
1998
-20.9
2001
-27.0
1987
-22.9
2000
-12.1
2002
Statistics calculated for the period Nov 1985 - Oct 2021

For further information about the seasonality, check the Asset Class Seasonality page.

Monthly Returns of Invesco QQQ Trust (QQQ) ETF:

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
+23.50% 0.3 -0.1 1.7 5.9 -1.2 6.3 2.9 4.2 -5.7 7.9
2020
+48.40% 3.0 -6.1 -7.3 15.0 6.6 6.3 7.4 10.9 -5.8 -3.0 11.2 4.9
2019
+38.96% 9.0 3.0 3.9 5.5 -8.2 7.6 2.3 -1.9 0.9 4.4 4.1 3.9
2018
-0.12% 8.8 -1.3 -4.1 0.5 5.7 1.2 2.8 5.8 -0.3 -8.6 -0.3 -8.7
2017
+32.66% 5.1 4.4 2.0 2.7 3.9 -2.3 4.1 2.1 -0.3 4.6 2.0 0.6
2016
+7.10% -6.9 -1.6 6.9 -3.2 4.4 -2.3 7.2 1.1 2.2 -1.5 0.4 1.1
2015
+9.45% -2.1 7.2 -2.4 1.9 2.3 -2.5 4.6 -6.8 -2.2 11.4 0.6 -1.6
2014
+19.18% -1.9 5.2 -2.7 -0.3 4.5 3.1 1.2 5.0 -0.8 2.6 4.6 -2.2
2013
+36.63% 2.7 0.3 3.0 2.5 3.6 -2.4 6.3 -0.4 4.8 5.0 3.6 2.9
2012
+18.12% 8.4 6.4 5.1 -1.2 -7.0 3.6 1.0 5.2 0.9 -5.3 1.3 -0.5
2011
+3.47% 2.8 3.2 -0.5 2.9 -1.2 -2.0 1.7 -5.1 -4.5 10.4 -2.7 -0.6
2010
+20.14% -6.5 4.6 7.7 2.2 -7.4 -6.0 7.3 -5.1 13.2 6.3 -0.2 4.8
2009
+54.68% -2.3 -5.3 10.3 13.1 3.2 3.0 8.4 1.5 5.7 -3.1 6.4 5.2
2008
-41.73% -11.9 -4.8 1.9 8.0 5.9 -9.6 0.6 1.5 -15.6 -15.5 -11.5 2.3
2007
+19.02% 2.1 -1.7 0.5 5.6 3.2 0.5 -0.2 2.8 5.3 7.0 -6.8 -0.1
2006
+7.14% 3.9 -2.1 2.1 -0.2 -7.2 -0.1 -4.3 4.8 4.6 4.8 3.4 -1.9
2005
+1.57% -6.3 -0.5 -1.8 -4.4 8.9 -3.3 7.6 -1.5 1.2 -1.5 6.1 -1.8
2004
+10.54% 1.7 -1.4 -2.0 -3.0 5.1 3.3 -7.6 -2.5 3.3 5.0 6.0 3.0
2003
+49.67% 0.3 3.0 0.4 8.7 8.5 0.5 6.2 5.0 -2.9 8.5 0.6 3.1
2002
-37.37% -1.0 -12.3 6.8 -12.0 -5.3 -13.1 -8.6 -1.5 -11.8 18.5 12.9 -12.1
2001
-33.34% 10.2 -26.2 -17.5 17.9 -3.1 2.2 -8.6 -12.3 -20.9 17.0 17.0 -1.9
2000
-36.11% -1.9 19.0 2.6 -13.5 -12.3 12.4 -4.3 13.6 -12.7 -7.9 -22.9 -7.3
1999
+101.95% 15.9 -9.5 9.4 1.4 -2.2 9.9 -1.1 5.6 0.5 9.5 12.5 25.0
1998
+85.30% 8.1 11.5 2.2 2.3 -4.5 12.2 3.0 -17.2 18.0 4.1 11.2 17.9
1997
+20.63% 12.2 -7.7 -6.3 9.8 9.6 -0.2 15.6 -3.0 2.2 -7.1 3.0 -5.7
1996
+42.54% 2.7 5.2 -2.1 9.4 3.9 -2.2 -6.1 4.3 11.2 2.0 10.9 -1.5
1995
+42.54% 0.3 6.7 3.4 5.0 4.0 10.2 5.7 1.4 1.4 2.3 -0.9 -3.0
1994
+1.50% 3.9 -0.4 -7.1 -2.5 1.5 -4.9 2.7 7.5 -1.0 4.9 -2.0 -0.1
1993
+10.58% 2.9 -5.2 2.4 -5.4 8.3 -0.5 -3.6 5.6 2.7 2.2 -1.1 3.0
1992
+8.86% 2.3 2.2 -6.6 -4.7 2.4 -4.5 3.2 -3.7 4.7 5.1 6.6 2.6
1991
+64.99% 15.9 7.6 5.9 -0.5 5.8 -8.9 7.1 5.6 0.1 1.7 -2.6 16.2
1990
-10.41% -9.8 3.0 2.5 -3.4 14.7 1.0 -6.3 -13.3 -8.6 -2.5 11.6 4.1
1989
+26.17% 5.1 -1.4 1.1 7.9 7.0 -4.6 4.7 3.6 2.0 -1.7 0.8 -0.3
1988
+13.54% 1.8 8.5 0.4 1.5 -1.5 9.1 -4.2 -5.6 4.9 -2.6 -3.2 4.9
1987
+10.50% 17.9 9.6 1.8 -0.7 2.1 0.3 3.8 6.7 -1.9 -27.0 -8.6 14.0
1986
+6.89% 0.5 5.6 6.0 4.1 5.3 -0.3 -11.0 4.8 -9.4 5.1 2.4 -4.4

ETF Returns, up to December 1999, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.

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