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
QUSA (Questar Assessment) NA -25.00% -33.06% 8.45% -30.65% -17.53% NA
Data as of 07/11/2014, Common starting date is 08/21/1995
More Performance Analytics Comparison
Name Start Date End Date
QUSA (Questar Assessment) 08/21/1995 07/11/2014
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995
Annualized Return (%) 0.00 -25.00 -33.06 8.45 -30.65 -17.53 NA 80.00 0.00 -66.67 -50.00 -40.00 212.50 -95.56 -44.62 64.56 19.70 65.00 122.22 63.64 34.15 -67.20 -84.37 -50.00 100.00 -82.22 60.71
Sharpe Ratio NA -0.14 -0.18 -0.03 -0.16 NA NA 1.00 0.00 -0.30 -0.36 -0.28 0.51 -0.34 -0.66 0.92 0.40 0.96 1.17 0.27 0.14 -0.36 -0.46 -0.49 0.57 -0.50 2.24
Standard Deviation(%) NA 173.28 187.60 224.93 200.59 NA NA 207.87 155.33 222.23 139.60 143.66 419.55 280.70 72.63 67.32 44.10 66.87 103.47 234.00 226.31 199.68 188.72 109.12 169.22 169.74 119.81
Draw Down(%) NA 66.67 83.33 95.00 99.46 NA NA 64.00 66.67 83.33 80.39 70.00 81.00 96.88 52.70 44.75 16.67 27.50 40.59 64.83 74.79 90.35 91.67 61.90 66.67 87.73 36.11
Yield(%) 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 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 0.00
Data as of 07/11/2014, Common starting date is 08/21/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
QUSA (Questar Assessment) -72.22%
Jul 1998 – Jul 2001
-60.92%
Dec 1995 – Dec 2000
-34.61%
Sep 1998 – Sep 2008
-31.92%
Dec 1997 – Dec 2012
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
QUSA (Questar Assessment) 116.63%
Jul 2001 – Jul 2004
66.66%
Sep 2001 – Sep 2006
1.65%
Jul 1997 – Jul 2007
-11.95%
May 1999 – May 2014
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return