Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
AQIA NA -21.79% -28.19% -75.98% NA NA NA
Data as of 06/08/2026, Common starting date is 10/09/2017
More Performance Analytics Comparison
Name Start Date End Date
AQIA 10/09/2017 06/08/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -21.79 -28.19 -75.98 NA NA NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/08/2026, Common starting date is 10/09/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AQIA (AQIA) -87.58%
Sep 2020 – Sep 2023
-77.82%
Jun 2019 – Jun 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AQIA (AQIA) 325.53%
Mar 2018 – Mar 2021
-15.89%
Mar 2018 – Mar 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return