Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFIPX (QS GLOBAL EQUITY FUND CLASS A) | 6.84% | 23.96% | 22.77% | 9.96% | 11.73% | 10.86% | 7.69% | … | … |
Data as of 06/05/2026, Common starting date is 12/24/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFIPX (QS GLOBAL EQUITY FUND CLASS A) | 12/24/1991 | 06/05/2026 |
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.43 | 23.96 | 22.77 | 9.96 | 11.73 | 10.86 | 7.69 | … | … | 6.84 | 23.21 | 24.28 | 23.03 | -18.81 | 14.96 | 13.34 | 22.43 | -12.11 | 23.70 | 7.65 | 3.88 | 8.71 | 29.61 | 13.13 | -5.39 | 11.51 | 20.82 | -43.88 | 7.49 | 24.79 | 9.87 | 17.24 | 28.54 | -13.77 | -21.45 | -25.76 | 27.63 | 10.41 | -2.92 | -12.26 | 18.08 | -11.46 | 29.82 | -2.03 | 3.98 |
| Sharpe Ratio | NA | 2.15 | 1.47 | 0.49 | 0.60 | NA | NA | … | … | 1.63 | 1.17 | 1.58 | 1.61 | -0.87 | 0.94 | 0.41 | 1.64 | -0.90 | 3.24 | 0.51 | 0.26 | 0.79 | 2.61 | 0.93 | -0.22 | 0.58 | 0.86 | -1.15 | 0.24 | 1.43 | 0.72 | 1.22 | 1.84 | -0.73 | -1.38 | -1.41 | 1.52 | 0.35 | -0.38 | -1.15 | 1.51 | -1.51 | 3.23 | -0.42 | 363.85 |
| Standard Deviation(%) | NA | 11.81 | 14.33 | 16.77 | 17.51 | NA | NA | … | … | 13.75 | 17.38 | 13.06 | 12.14 | 23.27 | 15.88 | 32.13 | 12.76 | 14.99 | 7.15 | 14.53 | 14.93 | 11.06 | 11.34 | 14.22 | 25.14 | 19.64 | 24.22 | 38.91 | 18.20 | 14.99 | 10.60 | 13.30 | 15.09 | 20.54 | 17.61 | 21.23 | 15.92 | 19.82 | 17.14 | 13.79 | 9.37 | 9.64 | 8.53 | 10.71 | 2.92 |
| Draw Down(%) | NA | 8.28 | 17.20 | 28.65 | 33.98 | NA | NA | … | … | 8.28 | 17.20 | 9.14 | 8.23 | 24.44 | 11.09 | 33.98 | 8.77 | 22.50 | 2.38 | 12.39 | 12.20 | 8.70 | 8.00 | 13.36 | 22.72 | 16.31 | 25.74 | 52.81 | 13.35 | 16.71 | 7.47 | 8.77 | 17.28 | 25.19 | 31.75 | 32.30 | 8.88 | 25.06 | 17.36 | 19.86 | 7.43 | 17.59 | 4.99 | 12.64 | 0.00 |
| Yield(%) | 0.00 | 6.99 | 5.27 | 3.13 | 4.54 | 4.87 | 3.91 | … | … | 0.00 | 7.42 | 4.22 | 1.21 | 1.47 | 0.94 | 0.82 | 8.24 | 6.37 | 0.94 | 1.64 | 1.04 | 1.11 | 0.89 | 1.34 | 1.64 | 1.62 | 1.84 | 1.23 | 6.22 | 18.94 | 1.41 | 1.09 | 0.62 | 0.00 | 0.14 | 5.42 | 1.01 | 0.08 | 0.21 | 0.16 | 0.42 | 0.06 | 0.00 | 0.23 | 0.31 |
Data as of 06/05/2026, Common starting date is 12/24/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFIPX (QS GLOBAL EQUITY FUND CLASS A) |
-24.10%
Mar 2000 – Mar 2003 |
-11.01%
Mar 1998 – Mar 2003 |
-3.82%
Feb 1999 – Feb 2009 |
-2.90%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFIPX (QS GLOBAL EQUITY FUND CLASS A) |
26.75%
Mar 2003 – Mar 2006 |
19.74%
Sep 2002 – Sep 2007 |
12.92%
Sep 2011 – Sep 2021 |
11.62%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart