Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFQSX (Alpha Fiduciary Quantitative Strategy Fund) | 11.97% | 23.68% | 6.45% | 2.63% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFQSX (Alpha Fiduciary Quantitative Strategy Fund) | 01/02/2020 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.37 | 23.68 | 6.45 | 2.63 | NA | NA | NA | … | … | 11.97 | 5.08 | 7.43 | 2.10 | -22.23 | 44.62 | -23.80 |
| Sharpe Ratio | NA | 2.28 | 0.24 | 0.02 | NA | NA | NA | … | … | 2.31 | 0.15 | 0.07 | -0.21 | -1.07 | 2.18 | -0.68 |
| Standard Deviation(%) | NA | 10.01 | 12.98 | 15.85 | NA | NA | NA | … | … | 12.60 | 14.96 | 12.32 | 10.38 | 22.21 | 20.48 | 35.19 |
| Draw Down(%) | NA | 6.01 | 18.39 | 29.02 | NA | NA | NA | … | … | 5.82 | 18.22 | 8.57 | 12.11 | 29.02 | 7.96 | 46.18 |
| 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 |
Data as of 06/04/2026, Common starting date is 01/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFQSX (Alpha Fiduciary Quantitative Strategy Fund) |
-5.64%
Dec 2021 – Dec 2024 |
1.90%
Feb 2020 – Feb 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFQSX (Alpha Fiduciary Quantitative Strategy Fund) |
14.79%
Jun 2020 – Jun 2023 |
10.07%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart