Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FQXRBX | 0.27% | 6.18% | 1.25% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/15/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FQXRBX | 07/15/2021 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.23 | 6.18 | 1.25 | NA | NA | NA | NA | … | … | 0.27 | -5.12 | 1.00 | 10.53 | -28.34 | -2.01 |
| Sharpe Ratio | NA | 0.53 | -0.19 | NA | NA | NA | NA | … | … | -0.23 | -0.70 | -0.61 | 0.60 | -2.36 | -1.61 |
| Standard Deviation(%) | NA | 6.12 | 10.07 | NA | NA | NA | NA | … | … | 6.85 | 11.55 | 9.20 | 10.60 | 12.64 | 2.65 |
| Draw Down(%) | NA | 5.80 | 17.17 | NA | NA | NA | NA | … | … | 5.47 | 12.92 | 6.96 | 16.32 | 35.68 | 4.81 |
| Yield(%) | 0.00 | 0.00 | 1.54 | 1.51 | 0.76 | 0.50 | 0.38 | … | … | 0.00 | 0.00 | 2.96 | 3.02 | 2.46 | 0.99 |
Data as of 06/10/2026, Common starting date is 07/15/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FQXRBX (FQXRBX) |
-6.92%
Dec 2021 – Dec 2024 |
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 |
|---|---|---|---|---|
| FQXRBX (FQXRBX) |
6.27%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart