Data Source: from November 1985 to August 2022
Consolidated Returns as of 31 Aug 2022
Live Update: Sep 23 2022
Category: Stocks
ETF: Invesco QQQ Trust (QQQ)
ETF • LIVE PERFORMANCE (USD currency)
1.63%
1 Day
Sep 23 2022
7.77%
Current Month
September 2022

In the last 30 Years, the Invesco QQQ Trust (QQQ) ETF obtained a 13.69% compound annual return, with a 23.72% standard deviation.

In 2021, the ETF granted a 0.54% 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 part of the following Lazy Portfolios:

Portfolio Name Author QQQ Weight
Technology 100.0%

Historical Returns as of Aug 31, 2022

Historical returns and stats of Invesco QQQ Trust (QQQ) ETF. Total Returns and Inflation Adjusted Returns are both mentioned.

INVESCO QQQ TRUST (QQQ) ETF
Consolidated returns as of 31 Aug 2022
Data Source: from November 1985 to August 2022
Swipe left to see all data
Period Return (%)
as of Aug 2022
Return (%)
Infl.Adj.
Standard
Deviation (%)
Max
Drawdown (%)
Months
Pos - Neg
1M
Aug 2022
-5.13
-5.10
-5.13
Aug 2022 - Aug 2022
0 - 1
3M
-2.74
-4.01
-8.91
Jun 2022 - Jun 2022
1 - 2
6M
-13.44
-17.08
-22.54
Apr 2022 - Jun 2022
2 - 4
YTD
-24.54
-28.97
-29.33
Jan 2022 - Jun 2022
2 - 6
1Y
-20.80
-26.84
25.21
-29.33
Jan 2022 - Jun 2022
5 - 7
42% pos
3Y(*)
17.57
12.07
22.43
-29.33
Jan 2022 - Jun 2022
23 - 13
64% pos
5Y(*)
16.21
11.93
20.44
-29.33
Jan 2022 - Jun 2022
38 - 22
63% pos
10Y(*)
17.06
14.16
16.86
-29.33
Jan 2022 - Jun 2022
77 - 43
64% pos
15Y(*)
13.82
11.16
18.96
-49.74
Nov 2007 - Feb 2009
112 - 68
62% pos
20Y(*)
14.41
11.61
18.80
-49.74
Nov 2007 - Feb 2009
148 - 92
62% pos
25Y(*)
10.84
8.16
24.69
-81.08
Apr 2000 - Sep 2002
179 - 121
60% pos
30Y(*)
13.69
10.91
23.72
-81.08
Apr 2000 - Sep 2002
217 - 143
60% pos
MAX(*)
01 Nov 1985
13.93
10.87
23.83
-81.08
Apr 2000 - Sep 2002
269 - 173
61% pos
(*) Returns over 1 year are annualized

US Inflation is updated to Aug 2022. Current inflation (annualized) is 1Y: 8.26% , 5Y: 3.82% , 10Y: 2.54% , 30Y: 2.51%

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

Correlations as of Aug 31, 2022

Monthly correlations of Invesco QQQ Trust (QQQ) ETF vs the main Asset Classes, over different timeframes.

Columns are sortable (click on table header to sort).

INVESCO QQQ TRUST (QQQ) ETF
Monthly correlations as of 31 Aug 2022
Swipe left to see all data
Correlation vs QQQ
 
Asset Class 1 Year 5 Years 10 Years 30 Years Since
Jan 1992
US Total Stock Market
VTI
0.97
0.93
0.91
0.85
0.85
US Large Cap
SPY
0.96
0.94
0.92
0.82
0.82
US Small Cap
IJR
0.87
0.77
0.71
0.73
0.73
US REITs
VNQ
0.83
0.68
0.57
0.37
0.37
Preferred Stocks
PFF
0.87
0.74
0.66
0.29
0.29
EAFE Stocks
EFA
0.81
0.79
0.77
0.63
0.62
World All Countries
VT
0.93
0.89
0.88
0.76
0.76
Emerging Markets
EEM
0.52
0.64
0.59
0.60
0.59
Europe
VGK
0.78
0.77
0.75
0.64
0.64
Pacific
VPL
0.76
0.77
0.71
0.53
0.52
Latin America
FLLA
0.41
0.42
0.40
0.52
0.52
US Total Bond Market
BND
0.73
0.43
0.32
0.04
0.04
Long Term Treasuries
TLT
0.70
0.08
0.01
-0.14
-0.13
US Cash
BIL
-0.09
-0.16
-0.11
-0.01
-0.02
TIPS
TIP
0.76
0.56
0.39
0.08
0.09
Investment Grade Bonds
LQD
0.82
0.61
0.48
0.18
0.18
High Yield Bonds
HYG
0.76
0.73
0.67
0.50
0.50
International Bond Market
BNDX
0.72
0.41
0.32
0.06
0.07
Emerging Market Bonds
EMB
0.84
0.64
0.55
0.42
0.42
Gold
GLD
0.19
0.16
0.06
0.00
0.01
Commodities
DBC
-0.06
0.34
0.27
0.23
0.23

Capital Growth as of Aug 31, 2022

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.

An investment of 1000$, since September 1992, now would be worth 47001.68$, with a total return of 4600.17% (13.69% annualized).

The Inflation Adjusted Capital now would be 22360.52$, with a net total return of 2136.05% (10.91% annualized).
An investment of 1000$, since November 1985, now would be worth 121802.31$, with a total return of 12080.23% (13.93% annualized).

The Inflation Adjusted Capital now would be 44703.60$, with a net total return of 4370.36% (10.87% annualized).

Drawdowns

Worst drawdowns since September 1992.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-81.08% Apr 2000 Sep 2002 30 Oct 2014 145 175
-29.33% Jan 2022 Jun 2022 6 in progress 2 8
-17.20% Aug 1998 Aug 1998 1 Oct 1998 2 3
-16.96% Sep 2018 Dec 2018 4 Apr 2019 4 8
-13.51% Feb 1997 Mar 1997 2 May 1997 2 4
-12.97% Feb 1994 Jun 1994 5 Feb 1995 8 13
-12.90% Feb 2020 Mar 2020 2 Apr 2020 1 3
-10.50% Aug 1997 Dec 1997 5 Feb 1998 2 7
-9.82% Dec 2015 Feb 2016 3 Jul 2016 5 8
-9.49% Feb 1999 Feb 1999 1 Apr 1999 2 3
-8.88% Aug 2015 Sep 2015 2 Oct 2015 1 3
-8.65% Sep 2020 Oct 2020 2 Nov 2020 1 3
-8.26% Feb 1993 Apr 1993 3 Aug 1993 4 7
-8.23% May 2019 May 2019 1 Jul 2019 2 3
-8.14% Jun 1996 Jul 1996 2 Sep 1996 2 4
-5.68% Sep 2021 Sep 2021 1 Oct 2021 1 2
-5.32% Feb 2018 Mar 2018 2 May 2018 2 4
-4.49% May 1998 May 1998 1 Jun 1998 1 2
-4.28% Dec 2014 Jan 2015 2 Feb 2015 1 3
-3.77% Nov 1995 Dec 1995 2 Feb 1996 2 4

Worst drawdowns since November 1985.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-81.08% Apr 2000 Sep 2002 30 Oct 2014 145 175
-34.57% Sep 1987 Nov 1987 3 May 1989 18 21
-29.33% Jan 2022 Jun 2022 6 in progress 2 8
-27.64% Jul 1990 Oct 1990 4 Feb 1991 4 8
-17.20% Aug 1998 Aug 1998 1 Oct 1998 2 3
-16.96% Sep 2018 Dec 2018 4 Apr 2019 4 8
-15.73% Jun 1986 Sep 1986 4 Jan 1987 4 8
-13.51% Feb 1997 Mar 1997 2 May 1997 2 4
-13.48% Mar 1992 Aug 1992 6 Nov 1992 3 9
-12.97% Feb 1994 Jun 1994 5 Feb 1995 8 13
-12.90% Feb 2020 Mar 2020 2 Apr 2020 1 3
-10.80% Oct 1989 Jan 1990 4 May 1990 4 8
-10.50% Aug 1997 Dec 1997 5 Feb 1998 2 7
-9.82% Dec 2015 Feb 2016 3 Jul 2016 5 8
-9.49% Feb 1999 Feb 1999 1 Apr 1999 2 3
-8.89% Jun 1991 Jun 1991 1 Aug 1991 2 3
-8.88% Aug 2015 Sep 2015 2 Oct 2015 1 3
-8.65% Sep 2020 Oct 2020 2 Nov 2020 1 3
-8.26% Feb 1993 Apr 1993 3 Aug 1993 4 7
-8.23% May 2019 May 2019 1 Jul 2019 2 3

Rolling Returns ( more details)

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

Swipe left to see all data
Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
17.77 124.99
Mar 1999 - Feb 2000
-67.35
Oct 2000 - Sep 2001
17.17%
2 Years
16.10 93.45
Jan 1998 - Dec 1999
-51.92
Sep 2000 - Aug 2002
13.60%
3 Years
15.29 77.31
Apr 1997 - Mar 2000
-38.68
Apr 2000 - Mar 2003
14.00%
5 Years
14.51 58.54
Mar 1995 - Feb 2000
-19.54
Apr 2000 - Mar 2005
13.58%
7 Years
13.95 43.22
Apr 1993 - Mar 2000
-12.13
Apr 2000 - Mar 2007
9.19%
10 Years
13.46 35.78
Sep 1990 - Aug 2000
-8.06
Mar 2000 - Feb 2010
8.67%
15 Years
11.33 25.08
Nov 1985 - Oct 2000
0.35
Apr 2000 - Mar 2015
0.00%
20 Years
10.99 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

Invesco QQQ Trust (QQQ) ETF: in which months is it better to invest?

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

For further information about the seasonality, check the Asset Class Seasonality page.
Swipe left to see all data
Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %
2.39
70%
0.65
51%
0.93
68%
1.76
59%
1.83
65%
0.37
49%
1.73
68%
0.63
59%
-0.41
56%
1.75
64%
2.37
68%
1.94
54%
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
-13.6
2022
-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 - Aug 2022

Monthly/Yearly Returns

Invesco QQQ Trust (QQQ) ETF monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
269 Positive Months (61%) - 173 Negative Months (39%)
Nov 1985 - Aug 2022
Swipe left to see all data
Yearly Return(%)
Monthly Return(%)
Year Total Infl.Adj Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2022
-24.54 -28.97 -8.7 -4.5 4.7 -13.6 -1.6 -8.9 12.6 -5.1
2021
+27.42 +19.04 0.3 -0.1 1.7 5.9 -1.2 6.3 2.9 4.2 -5.7 7.9 2.0 1.2
2020
+48.40 +46.41 3.0 -6.1 -7.3 15.0 6.6 6.3 7.3 10.9 -5.8 -3.0 11.2 4.9
2019
+38.96 +35.86 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 -1.99 8.8 -1.3 -4.1 0.5 5.7 1.1 2.8 5.8 -0.3 -8.6 -0.3 -8.7
2017
+32.66 +29.92 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 +4.93 -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 +8.65 -2.1 7.2 -2.4 1.9 2.2 -2.5 4.6 -6.8 -2.2 11.4 0.6 -1.6
2014
+19.18 +18.28 -1.9 5.1 -2.7 -0.3 4.5 3.1 1.2 5.0 -0.8 2.6 4.5 -2.2
2013
+36.63 +34.61 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 +16.10 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 +0.50 2.8 3.2 -0.4 2.9 -1.2 -2.0 1.7 -5.1 -4.5 10.4 -2.7 -0.6
2010
+20.14 +18.37 -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 +50.58 -2.3 -5.3 10.3 13.1 3.2 3.0 8.4 1.5 5.6 -3.1 6.3 5.2
2008
-41.73 -41.78 -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 +14.36 2.1 -1.7 0.5 5.6 3.2 0.5 -0.1 2.8 5.3 7.0 -6.8 -0.1
2006
+7.14 +4.49 3.9 -2.1 2.1 -0.2 -7.2 -0.1 -4.3 4.8 4.6 4.7 3.4 -1.9
2005
+1.57 -1.79 -6.3 -0.5 -1.7 -4.3 8.9 -3.3 7.6 -1.5 1.2 -1.5 6.1 -1.8
2004
+10.54 +7.06 1.7 -1.3 -2.0 -3.0 5.1 3.3 -7.6 -2.5 3.3 5.0 6.0 3.0
2003
+49.67 +46.91 0.3 2.9 0.4 8.7 8.5 0.5 6.2 5.0 -2.9 8.5 0.6 3.1
2002
-37.37 -38.82 -1.0 -12.3 6.7 -12.0 -5.3 -13.1 -8.6 -1.5 -11.8 18.5 12.9 -12.1
2001
-33.34 -34.36 10.1 -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 -38.21 -1.8 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 +96.67 15.9 -9.5 9.4 1.4 -2.2 9.9 -1.1 5.5 0.5 9.5 12.5 25.0
1998
+85.30 +82.36 8.1 11.5 2.2 2.2 -4.5 12.2 3.0 -17.2 18.0 4.1 11.2 17.8
1997
+20.63 +18.61 12.2 -7.7 -6.3 9.7 9.6 -0.2 15.6 -3.0 2.2 -7.1 3.0 -5.7
1996
+42.54 +37.96 2.7 5.2 -2.1 9.4 3.8 -2.2 -6.1 4.3 11.2 2.0 10.9 -1.5
1995
+42.54 +39.01 0.3 6.7 3.4 5.0 3.9 10.2 5.7 1.4 1.4 2.3 -0.8 -2.9
1994
+1.50 -1.14 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 +7.62 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 +5.80 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 +60.08 15.9 7.6 5.9 -0.5 5.8 -8.9 7.1 5.6 0.0 1.7 -2.6 16.2
1990
-10.41 -15.57 -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 +20.57 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 +8.74 1.8 8.5 0.4 1.5 -1.5 9.0 -4.2 -5.6 4.9 -2.6 -3.2 4.9
1987
+10.50 +5.81 17.9 9.6 1.8 -0.7 2.1 0.2 3.8 6.7 -1.9 -27.0 -8.6 13.9
1986
+6.89 +5.73 0.5 5.6 6.0 4.1 5.3 -0.3 -11.0 4.8 -9.4 5.1 2.4 -4.4
1985
- - 9.2 4.9

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

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