Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QVCC | 53.79% | 64.04% | 17.77% | -3.94% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 12/02/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QVCC | 12/02/2019 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.92 | 64.04 | 17.77 | -3.94 | NA | NA | NA | … | … | 53.79 | -18.60 | 16.17 | 9.36 | -49.63 | 7.25 | 4.25 | 4.32 |
| Sharpe Ratio | NA | 2.05 | 0.42 | -0.15 | NA | NA | NA | … | … | 6.11 | -0.54 | 0.37 | 0.09 | -1.29 | 0.98 | 0.05 | 10.84 |
| Standard Deviation(%) | NA | 33.37 | 38.06 | 41.07 | NA | NA | NA | … | … | 30.07 | 39.91 | 33.70 | 60.99 | 39.82 | 7.40 | 78.62 | 6.39 |
| Draw Down(%) | NA | 23.65 | 43.38 | 69.59 | NA | NA | NA | … | … | 8.41 | 38.00 | 25.73 | 57.41 | 53.31 | 3.38 | 57.88 | 0.50 |
| Yield(%) | 3.26 | 18.82 | 14.35 | 6.02 | 4.06 | 2.71 | 2.03 | … | … | 9.21 | 12.86 | 14.06 | 12.53 | 6.10 | 6.20 | 6.01 | 0.00 |
Data as of 06/08/2026, Common starting date is 12/02/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QVCC (QVCC) |
-23.02%
Oct 2020 – Oct 2023 |
-10.99%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QVCC (QVCC) |
27.30%
Apr 2023 – Apr 2026 |
-2.60%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart