Summary
QQXT
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 0.63% Volatility 16.00% Sharpe 0.02
Official loaded data — not a live quote.

FIRST TRUST NASDAQ-100 EX-TECHNOLOGY SECTOR INDEX FUND

Symbol: QQXT

Exchange: NASDAQ

Sector: Consumer_Cyclical

Category: Large Blend

Inception date: 08/02/2007

Latest date: 20/07/2026

Current price: $98.57

Expense ratio: 0.57%

Assets under management
$165.9M
-0.41% 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

2.35%

Ann. -48.65% (Sharpe / Sortino numerator)

Volatility

14.41%

Sharpe ratio

-3.628

VaR 95%

-1.75%

CVaR 95%: -1.84%
Max drawdown: -7.18%
Sortino ratio: -5.932
Calmar ratio: -6.78

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

-1.82%

Ann. -5.55% (Sharpe / Sortino numerator)

Volatility

12.39%

Sharpe ratio

-0.741

VaR 95%

-1.35%

CVaR 95%: -1.61%
Max drawdown: -7.78%
Sortino ratio: -1.125
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

-0.47%

Ann. -2.18% (Sharpe / Sortino numerator)

Volatility

11.49%

Sharpe ratio

-0.506

VaR 95%

-1.33%

CVaR 95%: -1.61%
Max drawdown: -7.78%
Sortino ratio: -0.760
Calmar ratio: -0.28

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

0.63%

Ann. 3.94% (Sharpe / Sortino numerator)

Volatility

16.00%

Sharpe ratio

0.019

VaR 95%

-1.40%

CVaR 95%: -2.22%
Max drawdown: -7.92%
Sortino ratio: 0.026
Calmar ratio: 0.50

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

11.40%

Ann. 5.48% (Sharpe / Sortino numerator)

Volatility

14.01%

Sharpe ratio

0.132

VaR 95%

-1.37%

CVaR 95%: -1.98%
Max drawdown: -14.92%
Sortino ratio: 0.179
Calmar ratio: 0.37

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

15.68%

Ann. 6.90% (Sharpe / Sortino numerator)

Volatility

13.57%

Sharpe ratio

0.241

VaR 95%

-1.36%

CVaR 95%: -1.86%
Max drawdown: -14.92%
Sortino ratio: 0.343
Calmar ratio: 0.46

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

0.005%

Best day

1.994%

08/04/2026
Worst day

-2.087%

17/06/2026
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $98.98 $98.98 $98.57 $98.57 1,700
17/07/2026 $99.72 $99.72 $98.94 $98.98 1,100
16/07/2026 $99.80 $100.33 $99.78 $100.33 2,600
15/07/2026 $98.78 $99.36 $98.61 $98.61 17,600
14/07/2026 $99.06 $99.13 $98.30 $98.42 8,300
13/07/2026 $99.22 $99.61 $99.22 $99.27 3,700
10/07/2026 $99.03 $99.24 $98.88 $99.14 5,200
09/07/2026 $98.78 $98.86 $98.71 $98.82 8,200
08/07/2026 $99.01 $99.02 $98.81 $98.81 2,900
07/07/2026 $100.42 $100.55 $99.79 $99.94 4,400