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
QUCCF (Quanta Computer Inc) NA 0.00% 12.25% 5.87% 4.69% 4.34% 3.91%
Data as of 06/27/2025, Common starting date is 11/22/2004
More Performance Analytics Comparison
Name Start Date End Date
QUCCF (Quanta Computer Inc) 11/22/2004 06/27/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017 2014 2011 2008 2007 2006 2005 2004
Annualized Return (%) 0.00 0.00 12.25 5.87 4.69 4.34 3.91 0.00 27.55 -8.29 -15.89 32.16 37.32 18.90 -29.57 -10.91 1.30 13.19 -25.67 -1.58 5.16 -8.81 0.00
Sharpe Ratio NA 0.00 0.01 0.05 0.01 NA NA 0.00 1.39 -0.03 -0.03 0.47 0.13 0.17 -0.39 -0.03 0.00 NA -0.09 -0.04 0.11 -0.17 NA
Standard Deviation(%) NA NA 211.90 212.23 211.58 NA NA NA 17.17 347.70 342.54 151.33 304.71 114.47 69.49 157.95 115.92 0.00 336.08 118.12 62.87 60.63 0.00
Draw Down(%) NA 0.00 90.78 92.13 92.13 NA NA 0.00 0.00 90.64 30.45 1.51 0.00 2.68 29.57 18.99 6.74 0.00 28.65 8.65 16.84 22.14 0.00
Yield(%) 0.00 0.00 10.50 5.92 3.52 2.81 2.40 0.00 22.91 7.88 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/27/2025, Common starting date is 11/22/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
QUCCF (Quanta Computer Inc) 1.32%
Nov 2015 – Nov 2018
11.60%
Mar 2019 – Mar 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
QUCCF (Quanta Computer Inc) 36.65%
Oct 2020 – Oct 2023
20.67%
Jul 2019 – Jul 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return