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QCGDX: Quantified Common Ground Fund Investor Class Shares (MUTUAL FUND)
Basic Info 14.53 0.01(0.07%) July 07
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (15%) |
| Start Date: | 12/31/2019 |
| Last Dividend Date: | 12/26/2024 |
| 12-Mo. Yield | 4.29% |
| Expenses | 1.71% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | Since 12/31/2019 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.7 | -2.9 | -1.7 | 5.6 | 11.7 | 9.3 | 9.9 | 14.7 | -12.2 | 32.2 | 14.7 | 0.0 |
| Sharpe Ratio | NA | -0.56 | -0.33 | 0.13 | 0.59 | 0.43 | 0.51 | 0.65 | -0.85 | 1.84 | 0.66 | NA |
| Draw Down(%) | NA | 15.1 | 16.1 | 16.1 | 20.2 | 22.4 | 7.4 | 13.4 | 16.2 | 9.7 | 22.4 | 0.0 |
| Standard Deviation(%) | NA | 16.1 | 15.1 | 15.2 | 16.2 | 17.1 | 12.2 | 17.2 | 16.2 | 17.5 | 21.6 | 0.0 |
| Treynor Ratio | NA | -0.18 | -0.08 | 0.03 | 0.13 | 0.12 | 0.08 | 0.11 | -0.26 | 0.3 | 0.29 | 1.0 |
| Alpha | NA | -0.06 | -0.04 | -0.03 | 0.0 | 0.0 | -0.03 | -0.04 | -0.01 | 0.02 | 0.01 | NA |
| Beta | NA | 0.51 | 0.58 | 0.67 | 0.71 | 0.59 | 0.77 | 1.01 | 0.53 | 1.08 | 0.49 | NA |
| RSquared | NA | 0.6 | 0.61 | 0.6 | 0.61 | 0.59 | 0.68 | 0.64 | 0.67 | 0.72 | 0.62 | 0.0 |
| Yield(%) | N/A | 0.0 | 4.3 | 1.8 | 3.5 | N/A | 4.7 | 0.3 | 0.0 | 6.9 | 1.8 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 2032.3 | N/A | N/A | N/A | 2032.3 | N/A | -100.0 | 314.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2019
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