Invesco QQQ Trust, Series 1 (QQQ) Total Return:32.68%(TTM)
Over the latest trailing 12-month period, Invesco QQQ Trust, Series 1 (QQQ)'s total return cagr is +32.68%. The comparable SPY value is +22.75%. Year-to-date total return is +14.56%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in QQQ
$162,967
(16.3x return)
Invested on Mar 10, 1999
Growth of $10,000 in SPY (S&P 500)
$89,895
(9.0x 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
+14.6%
1-Year Total Return
+32.6%
Current Dividend Yield
0.41%
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 | +32.0% | +32.7% | +0.6% |
| 3 Years | +25.6% | +26.3% | +0.7% |
| 5 Years | +15.6% | +16.2% | +0.7% |
| 10 Years | +20.5% | +21.4% | +0.9% |
| 15 Years | +18.6% | +19.6% | +1.1% |
| 20 Years | +15.7% | +16.6% | +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