Powershares QQQ Trust Series 1 (QQQ)

$444.83
B Fund
++ Sector
Fund TypeOther
Fund CategoryU.S. Equities - Growth
Fund BenchmarkU.S. Mega Cap - Growth
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Powershares QQQ Trust Series 1 34 0.94 8.62% 5.35% 0.20%
U.S. Mega Cap - Growth 33 0.94 11.64% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 8.10% 11.26% -3.16%
Year-to-Date 8.62% 11.64% -3.01%
1 Year 0.00% 0.00% 0.00%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

34%

(very high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 34% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.20%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$262

Real cost (fees + lost compounding)

$323

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
96%

Return in excess of styles
(over past year)
6.23%