Invesco Qqq Trust Etf Performance
| QQQ Etf | USD 480.84 1.58 0.33% |
The etf retains a Market Volatility (i.e., Beta) of -0.31, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning Invesco QQQ are expected to decrease at a much lower rate. During the bear market, Invesco QQQ is likely to outperform the market.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Invesco QQQ Trust has generated negative risk-adjusted returns adding no value to investors with long positions. Even with latest weak performance, the Etf's basic indicators remain invariable and the latest agitation on Wall Street may also be a sign of long-running gains for the ETF retail investors. ...more
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| In Threey Sharp Ratio | 0.53 |
Invesco |
Invesco QQQ Relative Risk vs. Return Landscape
If you would invest 52,287 in Invesco QQQ Trust on December 22, 2024 and sell it today you would lose (4,203) from holding Invesco QQQ Trust or give up 8.04% of portfolio value over 90 days. Invesco QQQ Trust is generating negative expected returns assuming volatility of 1.3528% on return distribution over 90 days investment horizon. In other words, 12% of etfs are less volatile than Invesco, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Invesco QQQ Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco QQQ's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Invesco QQQ Trust, and traders can use it to determine the average amount a Invesco QQQ's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0965
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | QQQ |
Estimated Market Risk
| 1.35 actual daily | 12 88% of assets are more volatile |
Expected Return
| -0.13 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.1 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Invesco QQQ is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Invesco QQQ by adding Invesco QQQ to a well-diversified portfolio.
Invesco QQQ Fundamentals Growth
Invesco Etf prices reflect investors' perceptions of the future prospects and financial health of Invesco QQQ, and Invesco QQQ fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Invesco Etf performance.
| Price To Earning | 3.80 X | |||
| Price To Book | 4.66 X | |||
| Price To Sales | 2.84 X | |||
| Earnings Per Share | 17.77 X | |||
| Total Asset | 151.48 B | |||
About Invesco QQQ Performance
Assessing Invesco QQQ's fundamental ratios provides investors with valuable insights into Invesco QQQ's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Invesco QQQ is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
To maintain the correspondence between the composition and weights of the securities in the trust and the stocks in the NASDAQ-100 Index, the adviser adjusts the securities from time to time to conform to periodic changes in the identity andor relative weights of index securities. Nasdaq QQQ is traded on NASDAQ Exchange in the United States.| Invesco QQQ Trust generated a negative expected return over the last 90 days | |
| Latest headline from benzinga.com: Michael Saylors MSTR Provides Bitcoin Exposure To Bondholders With Its Novel Strategy Tom Lee Says Its Helping Bond Managers Outperform The Market | |
| The fund maintains 99.86% of its assets in stocks |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Invesco QQQ Trust. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in producer price index. You can also try the Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.
The market value of Invesco QQQ Trust is measured differently than its book value, which is the value of Invesco that is recorded on the company's balance sheet. Investors also form their own opinion of Invesco QQQ's value that differs from its market value or its book value, called intrinsic value, which is Invesco QQQ's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Invesco QQQ's market value can be influenced by many factors that don't directly affect Invesco QQQ's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Invesco QQQ's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco QQQ is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco QQQ's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.