QQQM
INVESCO NASDAQ 100 ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
QQQM Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | Full History | |||
|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 24.55% | 39.88% | 13.58% | 15.00% | 19.56% | 28.19% |
| Sharpe Ratio | 1.49 | 2.08 | 0.97 | 0.63 | 1.16 | 1.21 |
| Max Drawdown | -11.96% | -11.96% | -17.89% | -35.04% | -17.89% | -22.70% |
| % Time Invested | 84.9% | 100.0% | 56.9% | 100.0% | 80.1% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.6 | 0.0 | 0.8 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-06-24 | Open | Open | 100% | $220.13 | $272.39 | 23.74% | Mark-to-Market |
| 2025-04-01 | 2025-06-24 | Interest | 100% | $1.00 | $1.01 | 0.97% | Interest Income |
| 2024-08-28 | 2025-04-01 | Completed | 100% | $194.09 | $191.34 | -1.42% | Stop |
| 2024-08-06 | 2024-08-28 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2023-03-13 | 2024-08-06 | Completed | 100% | $115.48 | $178.17 | 54.28% | Stop |
| 2023-01-20 | 2023-03-13 | Interest | 100% | $1.00 | $1.01 | 0.51% | Interest Income |
| 2023-01-18 | 2023-01-20 | Completed | 100% | $114.16 | $111.52 | -2.32% | Signal |
| 2022-10-05 | 2023-01-18 | Interest | 100% | $1.00 | $1.01 | 1.04% | Interest Income |
Return Distribution Analysis
