Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QUAD (Quad/Graphics, Inc.) | 24.36% | 46.26% | 31.98% | 17.18% | -5.94% | -5.64% | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QUAD (Quad/Graphics, Inc.) | 07/06/2010 | 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 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.41 | 46.26 | 31.98 | 17.18 | -5.94 | -5.64 | NA | … | … | 24.36 | -5.27 | 33.56 | 32.84 | 2.00 | 4.71 | -15.49 | -57.47 | -42.26 | -11.19 | 207.17 | -56.10 | -10.89 | 40.02 | 68.58 | -64.19 | -14.04 |
| Sharpe Ratio | NA | 0.93 | 0.55 | 0.26 | -0.10 | NA | NA | … | … | 1.23 | -0.15 | 0.51 | 0.53 | 0.01 | 0.07 | -0.16 | -0.58 | -0.80 | -0.32 | 4.35 | -1.21 | -0.36 | 0.99 | 1.37 | -0.89 | -0.92 |
| Standard Deviation(%) | NA | 46.19 | 54.94 | 59.34 | 66.96 | NA | NA | … | … | 46.23 | 55.14 | 58.63 | 55.22 | 72.09 | 63.34 | 97.25 | 101.78 | 55.03 | 37.64 | 47.58 | 46.47 | 30.13 | 40.28 | 50.47 | 72.29 | 28.80 |
| Draw Down(%) | NA | 23.35 | 45.28 | 69.43 | 91.69 | NA | NA | … | … | 14.47 | 38.65 | 34.26 | 47.00 | 69.43 | 52.86 | 65.12 | 74.45 | 59.40 | 32.51 | 19.43 | 61.08 | 30.13 | 34.30 | 27.56 | 71.59 | 16.97 |
| Yield(%) | 0.00 | 6.40 | 6.29 | 3.63 | 2.35 | 2.03 | 1.32 | … | … | 3.44 | 4.51 | 3.75 | 0.00 | 0.00 | 0.00 | 3.01 | 8.29 | 5.17 | 4.66 | 13.36 | 5.27 | 4.66 | 5.65 | 18.50 | 1.40 | 0.00 |
Data as of 06/10/2026, Common starting date is 07/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QUAD (Quad/Graphics, Inc.) |
-50.13%
Oct 2017 – Oct 2020 |
-32.42%
Sep 2017 – Sep 2022 |
-20.36%
Oct 2010 – Oct 2020 |
-8.38%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QUAD (Quad/Graphics, Inc.) |
38.18%
Sep 2022 – Sep 2025 |
27.52%
Jan 2012 – Jan 2017 |
0.16%
Dec 2015 – Dec 2025 |
-5.67%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison Chart