Summary
QQQJ
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 34.16% Volatility 22.37% Sharpe 1.04
Official loaded data — not a live quote.

INVESCO NASDAQ NEXT GEN 100 ETF

Symbol: QQQJ

Exchange: NASDAQ

Sector: Technology

Category: Mid-Cap Growth

Inception date: 13/10/2020

Latest date: 20/07/2026

Current price: $43.58

Expense ratio: 0.15%

Assets under management
$1.1B
-0.89% 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

-2.44%

Ann. -27.62% (Sharpe / Sortino numerator)

Volatility

29.56%

Sharpe ratio

-1.057

VaR 95%

-2.79%

CVaR 95%: -2.93%
Max drawdown: -7.82%
Sortino ratio: -2.137
Calmar ratio: -3.53

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

5.90%

Ann. -4.68% (Sharpe / Sortino numerator)

Volatility

22.97%

Sharpe ratio

-0.362

VaR 95%

-2.52%

CVaR 95%: -2.78%
Max drawdown: -11.97%
Sortino ratio: -0.592
Calmar ratio: -0.39

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.

Period total return

12.92%

Ann. 4.35% (Sharpe / Sortino numerator)

Volatility

20.73%

Sharpe ratio

0.035

VaR 95%

-2.46%

CVaR 95%: -2.81%
Max drawdown: -11.97%
Sortino ratio: 0.053
Calmar ratio: 0.36

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

34.16%

Ann. 26.89% (Sharpe / Sortino numerator)

Volatility

22.37%

Sharpe ratio

1.040

VaR 95%

-2.14%

CVaR 95%: -3.26%
Max drawdown: -11.97%
Sortino ratio: 1.375
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

54.52%

Ann. 14.99% (Sharpe / Sortino numerator)

Volatility

19.72%

Sharpe ratio

0.576

VaR 95%

-2.13%

CVaR 95%: -2.85%
Max drawdown: -22.46%
Sortino ratio: 0.795
Calmar ratio: 0.67

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

67.28%

Ann. 14.20% (Sharpe / Sortino numerator)

Volatility

18.28%

Sharpe ratio

0.578

VaR 95%

-1.82%

CVaR 95%: -2.59%
Max drawdown: -22.46%
Sortino ratio: 0.833
Calmar ratio: 0.63

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

0.125%

Best day

4.352%

31/03/2026
Worst day

-4.082%

05/06/2026
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $43.97 $44.09 $43.57 $43.58 194,400
17/07/2026 $43.51 $44.10 $43.44 $43.82 163,200
16/07/2026 $44.27 $44.31 $43.89 $44.06 119,100
15/07/2026 $44.81 $44.86 $44.06 $44.42 101,300
14/07/2026 $44.78 $44.88 $44.51 $44.57 116,800
13/07/2026 $44.82 $44.92 $44.43 $44.57 106,200
10/07/2026 $45.69 $45.69 $44.97 $45.05 222,400
09/07/2026 $45.05 $45.70 $45.04 $45.51 214,300
08/07/2026 $44.81 $44.95 $44.30 $44.88 185,300
07/07/2026 $45.57 $45.67 $44.91 $45.07 237,200