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
DGQIX (AMERICAFIRST DEFENSIVE GROWTH FUND AMERICAFIRST DEFENSIVE GROWTH FUND CLASS I) NA -0.29% 3.65% 0.42% -2.41% NA NA
Data as of 09/23/2025, Common starting date is 05/24/2011
More Performance Analytics Comparison
Name Start Date End Date
DGQIX (AMERICAFIRST DEFENSIVE GROWTH FUND AMERICAFIRST DEFENSIVE GROWTH FUND CLASS I) 05/24/2011 09/23/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Annualized Return (%) 0.00 -0.29 3.65 0.42 -2.41 NA NA 1.66 7.49 -3.50 -4.22 -11.24 1.46 11.90 -15.81 5.32 -13.69 1.58 10.01 24.08 8.52 3.50
Sharpe Ratio NA -1.01 0.03 -0.15 -0.29 NA NA -0.43 0.12 -0.80 -0.50 -0.56 0.05 1.58 -1.23 0.65 -1.26 0.13 1.14 2.28 0.82 0.36
Standard Deviation(%) NA 3.30 8.14 12.05 13.53 NA NA 1.63 7.67 9.81 11.23 20.08 26.06 6.70 13.91 7.26 11.03 11.63 8.76 10.54 10.43 15.99
Draw Down(%) NA 4.30 13.74 31.68 42.06 NA NA 0.87 5.52 11.30 10.25 27.07 34.19 5.25 22.11 5.05 17.54 10.42 4.93 8.67 5.30 9.96
Yield(%) 0.00 0.35 0.13 0.07 0.10 2.14 1.61 0.36 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.08 0.65 11.66 8.14 7.67 0.51
Data as of 09/23/2025, Common starting date is 05/24/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DGQIX (AMERICAFIRST DEFENSIVE GROWTH FUND AMERICAFIRST DEFENSIVE GROWTH FUND CLASS I) -8.53%
Dec 2015 – Dec 2018
-7.39%
Mar 2015 – Mar 2020
-2.91%
Jul 2015 – Jul 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DGQIX (AMERICAFIRST DEFENSIVE GROWTH FUND AMERICAFIRST DEFENSIVE GROWTH FUND CLASS I) 16.51%
Sep 2011 – Sep 2014
9.31%
Jul 2011 – Jul 2016
3.67%
Jun 2011 – Jun 2021
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return