Invesco QQQ Trust, Series 1 (QQQ) Total Return:30.95%(TTM)
The total return cagr for Invesco QQQ Trust, Series 1 (QQQ) is +30.95% over the latest trailing 12-month period. The comparable SPY value is +22.12%. Year-to-date total return is +13.46%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in QQQ
$161,394
(16.1x return)
Invested on Mar 10, 1999
Growth of $10,000 in SPY (S&P 500)
$89,343
(8.9x return)
Invested on Mar 10, 1999
Hypothetical Growth of $10,000
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
Recent Performance Indicators
YTD Total Return
+13.5%
1-Year Total Return
+30.9%
Current Dividend Yield
0.40%
Price CAGR vs. Total Return CAGR
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | +30.3% | +30.9% | +0.6% |
| 3 Years | +25.2% | +25.9% | +0.7% |
| 5 Years | +15.4% | +16.1% | +0.7% |
| 10 Years | +20.4% | +21.3% | +0.9% |
| 15 Years | +18.5% | +19.5% | +1.0% |
| 20 Years | +15.6% | +16.5% | +0.9% |
About Invesco QQQ Trust, Series 1
Managed by Invesco, the Invesco QQQ Trust, Series 1 functions as an exchange-traded fund (ETF) that commenced operations on March 10, 1999. Its design specifically aims to replicate the overall financial performance, encompassing both capital appreciation and dividend income, of the NASDAQ-100 Index.
- Sector
- Financial Services
- Industry
- Asset Management