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
FQTVJX NA 15.79% NA NA NA NA NA
Data as of 10/15/2021, Common starting date is 04/23/2019
More Performance Analytics Comparison
Name Start Date End Date
FQTVJX 04/23/2019 10/15/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019
Annualized Return (%) 1.82 15.79 NA NA NA NA NA 8.65 0.35 11.64
Sharpe Ratio NA 1.23 NA NA NA NA NA 0.94 0.00 1.39
Standard Deviation(%) NA 12.82 NA NA NA NA NA 11.79 37.70 11.45
Draw Down(%) NA 6.56 NA NA NA NA NA 6.56 35.92 5.18
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 10/15/2021, Common starting date is 04/23/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FQTVJX (FQTVJX) 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
FQTVJX (FQTVJX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return