Seasonal Evaluation for Invesco QQQ Trust Series I (QQQ)
The following tables show quarterly and semi-annual reports.
In the quarterly breakdown, the first through fourth quarters correspond to spring, summer, fall, and winter, respectively.
Detailed definitions for the semi-annual periods are provided in the table headers.
| Overview | 1st Quarter Jan. - Mar. |
2nd Quarter Apr. - Jun. |
3rd Quarter Jul. - Sep. |
4th Quarter Oct. - Dec. |
|---|---|---|---|---|
| Success Rate | 75.00% | 70.00% | 75.00% | 75.00% |
| Median Return | 2.75% | 4.22% | 5.68% | 6.49% |
| Average Return | 4.40% | 7.74% | 6.18% | 6.04% |
| Maximum Gain | 21.20% | 30.27% | 16.25% | 14.59% |
| Gain Year | 2012 | 2020 | 2009 | 2023 |
| Maximum Loss | -14.58% | -22.54% | -13.80% | -23.46% |
| Loss Year | 2008 | 2022 | 2008 | 2008 |
| Based on the past 20 years (2006-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 75.00% | 72.50% | 72.50% | 75.00% |
| Median Return | 4.91% | 5.18% | 3.75% | 6.11% |
| Average Return | 5.15% | 6.89% | 5.78% | 6.11% |
| Maximum Gain | 21.20% | 30.27% | 30.27% | 16.25% |
| Gain Year | 2012 | 2020 | 2020 | 2009 |
| Maximum Loss | -23.46% | -22.54% | -22.54% | -23.46% |
| Loss Year | 2008 | 2022 | 2022 | 2008 |
| Based on the past 20 years (2006-2025) | ||||