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
FQATOX NA 30.15% NA NA NA NA NA
Data as of 10/17/2024, Common starting date is 10/19/2022
More Performance Analytics Comparison
Name Start Date End Date
FQATOX 10/19/2022 10/17/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022
Annualized Return (%) -0.81 30.15 NA NA NA NA NA 15.33 11.78 11.63
Sharpe Ratio NA 2.35 NA NA NA NA NA 1.37 0.64 4.57
Standard Deviation(%) NA 10.00 NA NA NA NA NA 9.04 11.89 15.60
Draw Down(%) NA 6.55 NA NA NA NA NA 6.55 12.15 4.19
Yield(%) 0.00 9.99 6.92 4.15 2.08 1.38 1.04 8.05 8.64 2.21
Data as of 10/17/2024, Common starting date is 10/19/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FQATOX (FQATOX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FQATOX (FQATOX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return