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
QB 6.95% NA NA NA NA NA NA
Data as of 06/05/2026, Common starting date is 06/27/2025
More Performance Analytics Comparison
Name Start Date End Date
QB 06/27/2025 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -3.40 NA NA NA NA NA NA 6.95 5.83
Sharpe Ratio NA NA NA NA NA NA NA 4.28 1.61
Standard Deviation(%) NA NA NA NA NA NA NA 6.02 5.58
Draw Down(%) NA NA NA NA NA NA NA 1.44 1.83
Yield(%) 0.00 0.72 0.24 0.14 0.07 0.05 0.04 0.21 0.51
Data as of 06/05/2026, Common starting date is 06/27/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
QB (QB) 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
QB (QB) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return