Summary
QBIG
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 35.93% Volatility 27.19% Sharpe 0.87
Official loaded data — not a live quote.

Invesco Top QQQ ETF

Symbol: QBIG

Exchange: NASDAQ

Sector: Technology

Category: Large Growth

Inception date: 04/12/2024

Latest date: 03/06/2026

Current price: $41.85

Expense ratio: 0.29%

Assets under management
$35.9M
-1.59% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

3.99%

Ann. -36.91% (Sharpe / Sortino numerator)

Volatility

25.85%

Sharpe ratio

-1.568

VaR 95%

-2.40%

CVaR 95%: -2.45%
Max drawdown: -9.96%
Sortino ratio: -3.671
Calmar ratio: -3.70

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

17.62%

Ann. -35.07% (Sharpe / Sortino numerator)

Volatility

22.33%

Sharpe ratio

-1.734

VaR 95%

-2.40%

CVaR 95%: -2.74%
Max drawdown: -15.62%
Sortino ratio: -2.915
Calmar ratio: -2.25

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

6.39%

Ann. -18.32% (Sharpe / Sortino numerator)

Volatility

21.76%

Sharpe ratio

-1.009

VaR 95%

-2.34%

CVaR 95%: -2.84%
Max drawdown: -19.70%
Sortino ratio: -1.552
Calmar ratio: -0.93

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

35.93%

Ann. 27.42% (Sharpe / Sortino numerator)

Volatility

27.19%

Sharpe ratio

0.875

VaR 95%

-2.35%

CVaR 95%: -3.65%
Max drawdown: -19.70%
Sortino ratio: 1.244
Calmar ratio: 1.39

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 03/06/2025 - 03/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.13%

Best day

4.279%

31/03/2026
Worst day

-3.673%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $42.53 $42.53 $41.79 $41.85 2,700
02/06/2026 $42.93 $43.03 $42.67 $42.70 23,800
01/06/2026 $42.84 $43.00 $42.80 $42.91 4,300
29/05/2026 $42.67 $42.77 $42.62 $42.65 1,200
28/05/2026 $42.44 $42.69 $42.40 $42.66 7,900
27/05/2026 $42.25 $42.29 $42.25 $42.27 2,100
26/05/2026 $42.14 $42.37 $41.97 $42.16 3,300
22/05/2026 $42.27 $42.28 $42.01 $42.01 1,000
21/05/2026 $42.21 $42.21 $41.98 $42.13 2,300
20/05/2026 $41.81 $42.19 $41.81 $42.16 1,900