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
QDTY 10.08% 31.86% NA NA NA NA NA
Data as of 06/05/2026, Common starting date is 02/13/2025
More Performance Analytics Comparison
Name Start Date End Date
QDTY 02/13/2025 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -4.42 31.86 NA NA NA NA NA 10.08 10.77
Sharpe Ratio NA 1.83 NA NA NA NA NA 1.22 0.33
Standard Deviation(%) NA 15.98 NA NA NA NA NA 18.60 29.07
Draw Down(%) NA 11.10 NA NA NA NA NA 11.10 23.45
Yield(%) 0.54 31.17 11.31 6.78 3.39 2.26 1.70 13.46 22.43
Data as of 06/05/2026, Common starting date is 02/13/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
QDTY (QDTY) 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
QDTY (QDTY) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return