Summary
QQQI
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 17.79% Volatility 19.52% Sharpe 0.81
Official loaded data — not a live quote.

NEOS NASDAQ-100(R) HIGH INCOME ETF

Symbol: QQQI

Exchange: NASDAQ

Sector: Technology

Category: Derivative Income

Inception date: 29/01/2024

Latest date: 20/07/2026

Current price: $54.27

Expense ratio: 0.68%

Assets under management
$13.1B
-0.82% 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

-4.40%

Ann. -28.90% (Sharpe / Sortino numerator)

Volatility

20.58%

Sharpe ratio

-1.581

VaR 95%

-1.88%

CVaR 95%: -2.10%
Max drawdown: -7.49%
Sortino ratio: -2.911
Calmar ratio: -3.86

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

4.46%

Ann. -16.23% (Sharpe / Sortino numerator)

Volatility

16.40%

Sharpe ratio

-1.211

VaR 95%

-1.78%

CVaR 95%: -1.96%
Max drawdown: -10.66%
Sortino ratio: -1.902
Calmar ratio: -1.52

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

9.06%

Ann. -4.53% (Sharpe / Sortino numerator)

Volatility

15.86%

Sharpe ratio

-0.514

VaR 95%

-1.77%

CVaR 95%: -2.12%
Max drawdown: -10.66%
Sortino ratio: -0.732
Calmar ratio: -0.42

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

17.79%

Ann. 19.46% (Sharpe / Sortino numerator)

Volatility

19.52%

Sharpe ratio

0.811

VaR 95%

-1.74%

CVaR 95%: -2.77%
Max drawdown: -10.66%
Sortino ratio: 1.025
Calmar ratio: 1.83

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

38.75%

Ann. 14.16% (Sharpe / Sortino numerator)

Volatility

17.77%

Sharpe ratio

0.593

VaR 95%

-1.85%

CVaR 95%: -2.64%
Max drawdown: -20.00%
Sortino ratio: 0.736
Calmar ratio: 0.71

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

53.71%

Ann. 21.19% (Sharpe / Sortino numerator)

Volatility

17.59%

Sharpe ratio

0.999

VaR 95%

-1.78%

CVaR 95%: -2.62%
Max drawdown: -20.00%
Sortino ratio: 1.253
Calmar ratio: 1.06

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

0.07%

Best day

3.263%

31/03/2026
Worst day

-3.973%

05/06/2026
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $54.72 $55.00 $54.22 $54.27 6,262,500
17/07/2026 $53.91 $54.71 $53.55 $54.21 8,392,600
16/07/2026 $55.44 $55.56 $54.75 $54.99 6,591,800
15/07/2026 $56.27 $56.31 $55.30 $55.87 4,963,100
14/07/2026 $56.01 $56.16 $55.58 $55.98 4,638,500
13/07/2026 $55.81 $55.89 $55.27 $55.41 6,877,700
10/07/2026 $56.00 $56.41 $55.76 $56.36 3,834,800
09/07/2026 $55.83 $56.24 $55.60 $56.16 4,309,200
08/07/2026 $54.88 $55.40 $54.56 $55.34 7,037,300
07/07/2026 $55.47 $55.63 $54.84 $55.19 7,321,300