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
FQAVQX NA 53.94% NA NA NA NA NA
Data as of 10/24/2024, Common starting date is 10/26/2022
More Performance Analytics Comparison
Name Start Date End Date
FQAVQX 10/26/2022 10/24/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022
Annualized Return (%) -1.22 53.94 NA NA NA NA NA 25.27 15.31 1.73
Sharpe Ratio NA 2.94 NA NA NA NA NA 1.75 0.54 0.31
Standard Deviation(%) NA 15.60 NA NA NA NA NA 14.08 20.52 22.88
Draw Down(%) NA 7.43 NA NA NA NA NA 7.43 18.48 8.68
Yield(%) 0.00 1.97 1.24 0.74 0.37 0.25 0.19 1.60 1.51 0.34
Data as of 10/24/2024, Common starting date is 10/26/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FQAVQX (FQAVQX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FQAVQX (FQAVQX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return