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
QGIRX 3.23% 274.02% NA NA NA NA NA
Data as of 06/10/2026, Common starting date is 11/01/2024
More Performance Analytics Comparison
Name Start Date End Date
QGIRX 11/01/2024 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024
Annualized Return (%) -1.35 274.02 NA NA NA NA NA 3.23 279.64 139.52
Sharpe Ratio NA 2.37 NA NA NA NA NA 0.49 2.33 111.43
Standard Deviation(%) NA 118.84 NA NA NA NA NA 14.61 119.45 219.31
Draw Down(%) NA 12.63 NA NA NA NA NA 12.63 15.38 3.01
Yield(%) 0.00 71.72 42.75 25.65 12.83 8.55 6.41 0.00 75.25 68.59
Data as of 06/10/2026, Common starting date is 11/01/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
QGIRX (QGIRX) 0.00%
NA
0.00%
NA
0.00%
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0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
QGIRX (QGIRX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return