Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASQCX (SMALL COMPANY FUND C CLASS) | 20.49% | 40.07% | 17.56% | 5.76% | 8.58% | 8.75% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASQCX (SMALL COMPANY FUND C CLASS) | 03/05/2010 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.70 | 40.07 | 17.56 | 5.76 | 8.58 | 8.75 | NA | … | … | 20.49 | 11.20 | 3.45 | 20.07 | -22.14 | -1.49 | 15.25 | 18.54 | -15.23 | 9.52 | 16.92 | -6.43 | 4.68 | 42.24 | 12.85 | -1.80 | 17.93 |
| Sharpe Ratio | NA | 1.94 | 0.72 | 0.13 | 0.30 | NA | NA | … | … | 2.42 | 0.39 | -0.16 | 0.86 | -0.88 | -0.06 | 0.37 | 1.06 | -0.89 | 0.69 | 0.91 | -0.38 | 0.28 | 2.87 | 0.78 | -0.06 | 0.91 |
| Standard Deviation(%) | NA | 18.40 | 19.95 | 21.42 | 22.62 | NA | NA | … | … | 19.76 | 21.98 | 19.31 | 18.63 | 26.85 | 27.14 | 40.35 | 16.10 | 18.69 | 12.99 | 18.45 | 17.13 | 16.53 | 14.71 | 16.52 | 31.59 | 24.19 |
| Draw Down(%) | NA | 9.07 | 26.04 | 31.86 | 46.38 | NA | NA | … | … | 9.07 | 21.67 | 9.69 | 13.46 | 29.45 | 23.96 | 42.24 | 10.97 | 28.08 | 7.09 | 15.24 | 16.29 | 13.13 | 5.82 | 12.95 | 27.24 | 18.60 |
| Yield(%) | 0.00 | 3.02 | 1.17 | 3.95 | 4.74 | 4.89 | 4.41 | … | … | 0.00 | 2.91 | 0.00 | 0.00 | 0.00 | 20.90 | 0.00 | 0.00 | 10.42 | 5.53 | 0.00 | 0.00 | 0.00 | 0.00 | 0.37 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/05/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASQCX (SMALL COMPANY FUND C CLASS) |
-9.80%
Mar 2017 – Mar 2020 |
-4.84%
Mar 2015 – Mar 2020 |
3.49%
Mar 2015 – Mar 2025 |
6.71%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASQCX (SMALL COMPANY FUND C CLASS) |
21.07%
Sep 2011 – Sep 2014 |
16.57%
Jun 2010 – Jun 2015 |
11.66%
Sep 2011 – Sep 2021 |
9.11%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart