Summary
QQQ
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 23.97% Volatility 22.50% Sharpe 0.88
Official loaded data — not a live quote.

Invesco QQQ Trust Series 1

Symbol: QQQ

Exchange: NASDAQ

Sector: Technology

Category: Large Growth

Inception date: 10/03/1999

Latest date: 20/07/2026

Current price: $696.06

Expense ratio: 0.18%

Assets under management
$490.1B
-0.87% 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

-5.68%

Ann. -34.59% (Sharpe / Sortino numerator)

Volatility

22.13%

Sharpe ratio

-1.727

VaR 95%

-1.96%

CVaR 95%: -2.19%
Max drawdown: -8.48%
Sortino ratio: -3.221
Calmar ratio: -4.08

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

7.74%

Ann. -17.38% (Sharpe / Sortino numerator)

Volatility

18.45%

Sharpe ratio

-1.139

VaR 95%

-1.97%

CVaR 95%: -2.15%
Max drawdown: -11.83%
Sortino ratio: -1.878
Calmar ratio: -1.47

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

14.74%

Ann. -6.54% (Sharpe / Sortino numerator)

Volatility

18.20%

Sharpe ratio

-0.559

VaR 95%

-2.04%

CVaR 95%: -2.38%
Max drawdown: -12.08%
Sortino ratio: -0.804
Calmar ratio: -0.54

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

23.97%

Ann. 23.40% (Sharpe / Sortino numerator)

Volatility

22.50%

Sharpe ratio

0.879

VaR 95%

-1.98%

CVaR 95%: -3.11%
Max drawdown: -12.08%
Sortino ratio: 1.160
Calmar ratio: 1.94

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

45.83%

Ann. 15.78% (Sharpe / Sortino numerator)

Volatility

21.14%

Sharpe ratio

0.575

VaR 95%

-2.15%

CVaR 95%: -3.11%
Max drawdown: -22.77%
Sortino ratio: 0.748
Calmar ratio: 0.69

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

87.53%

Ann. 22.92% (Sharpe / Sortino numerator)

Volatility

19.55%

Sharpe ratio

0.987

VaR 95%

-1.95%

CVaR 95%: -2.80%
Max drawdown: -22.77%
Sortino ratio: 1.332
Calmar ratio: 1.01

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: 21/07/2025 - 20/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.093%

Best day

3.385%

31/03/2026
Worst day

-4.8%

05/06/2026
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $702.16 $705.80 $695.51 $696.06 29,529,400
17/07/2026 $691.65 $702.30 $686.76 $695.33 54,109,300
16/07/2026 $712.01 $713.60 $702.61 $705.94 39,402,000
15/07/2026 $723.85 $724.36 $710.23 $717.74 32,627,600
14/07/2026 $720.22 $722.29 $714.34 $719.69 29,448,100
13/07/2026 $717.72 $718.74 $710.08 $711.74 36,552,400
10/07/2026 $720.70 $726.39 $717.00 $725.51 26,415,900
09/07/2026 $718.33 $724.23 $715.13 $723.28 33,654,700
08/07/2026 $704.95 $712.26 $700.91 $711.44 35,603,200
07/07/2026 $714.17 $716.35 $704.90 $709.43 42,483,100