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
USAQ (USA Equities Corp) -50.82% 30.43% 25.99% -13.79% 10.55% NA NA
Data as of 06/09/2026, Common starting date is 05/23/2013
More Performance Analytics Comparison
Name Start Date End Date
USAQ (USA Equities Corp) 05/23/2013 06/09/2026
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
Annualized Return (%) -47.37 30.43 25.99 -13.79 10.55 NA NA -50.82 64.00 188.89 -43.75 -78.08 57.67 864.58 -92.00 5,354.55 -90.00 -45.00 0.00 -20.00 0.00
Sharpe Ratio NA 0.73 0.16 -0.05 0.04 NA NA -0.34 0.33 0.61 -0.17 -0.44 0.59 2.38 -0.20 7.73 -0.17 -1.01 0.00 -0.09 0.00
Standard Deviation(%) NA 167.43 254.30 230.42 371.82 NA NA 155.68 187.19 303.00 284.92 180.64 105.61 359.28 475.49 692.29 530.58 44.70 177.72 211.84 61.27
Draw Down(%) NA 65.22 90.00 97.80 98.50 NA NA 51.09 75.76 77.78 92.00 83.56 39.56 81.48 98.40 98.07 95.45 45.00 71.01 75.00 28.57
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
Data as of 06/09/2026, Common starting date is 05/23/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
USAQ (USA Equities Corp) -79.73%
Jan 2014 – Jan 2017
-45.94%
Oct 2018 – Oct 2023
-19.11%
Oct 2013 – Oct 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
USAQ (USA Equities Corp) 341.83%
Feb 2018 – Feb 2021
160.52%
Jan 2017 – Jan 2022
17.88%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return