TQQQ Volatility
- If you are considering holding fund shares for longer than a day, it’s important that you understand the impact of Index returns and Index volatility (how much the value of the Index moves up and down from day-to-day) on your holding period return
- The Index’s annualized historical volatility rate for the five-year period ended May 31, 2024 was 25.79%. The Index’s highest May to May volatility rate during the five-year period was 31.95% (May 29, 2020). The Index’s annualized total return performance for the five-year period ended May 31, 2024 was 22.07%
Index Performance - One Year Volatility Rate
| 1YR | 3X | VR 10% | 25% | 50% | 75% | 100% |
|---|---|---|---|---|---|---|
| -60% | -180% | -93.8% | -94.7% | -97.0% | -98.8% | -99.7% |
| -50% | -150% | -87.9% | -89.6% | -94.1% | -97.7% | -99.4% |
| -40% | -120% | -79.0% | -82.1% | -89.8% | -96.0% | -98.9% |
| -30% | -90% | -66.7% | -71.6% | -83.8% | -93.7% | -98.3% |
| -20% | -60% | -50.3% | -57.6% | -75.8% | -90.5% | -97.5% |
| -10% | -30% | -29.3% | -39.6% | -65.6% | -86.5% | -96.4% |
| 0% | 0% | -3.0% | -17.1% | -52.8% | -81.5% | -95.0% |
| 10% | 30% | 29.2% | 10.3% | -37.1% | -75.4% | -93.4% |
| 20% | 60% | 67.7% | 43.3% | -18.4% | -68.0% | -91.4% |
| 30% | 90% | 113.2% | 82.1% | 3.8% | -59.4% | -89.1% |
| 40% | 120% | 166.3% | 127.5% | 29.6% | -49.2% | -86.3% |
| 50% | 150% | 227.5% | 179.8% | 59.4% | -37.6% | -83.2% |
| 60% | 180% | 297.5% | 239.6% | 93.5% | -24.2% | -79.6% |