Summary
QQQJ
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 46.58% 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: 03/06/2026

Current price: $45.34

Expense ratio: 0.15%

Assets under management
$954.4M
-0.50% 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

11.40%

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

21.81%

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

23.58%

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

46.58%

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

66.95%

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

83.08%

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: 03/06/2025 - 03/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.159%

Best day

4.352%

31/03/2026
Worst day

-3.234%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $45.57 $45.57 $44.81 $45.34 128,100
02/06/2026 $45.52 $45.73 $45.39 $45.65 140,900
01/06/2026 $44.96 $45.63 $44.70 $45.50 199,800
29/05/2026 $45.00 $45.10 $44.55 $45.06 212,400
28/05/2026 $44.15 $44.77 $43.89 $44.68 131,500
27/05/2026 $44.01 $44.01 $43.55 $43.87 126,700
26/05/2026 $43.86 $43.93 $43.47 $43.87 140,000
22/05/2026 $42.91 $43.30 $42.91 $43.21 127,200
21/05/2026 $42.03 $42.67 $41.85 $42.63 135,900
20/05/2026 $41.18 $42.06 $40.97 $42.06 104,300