Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IQSAX (IQSTRIQUER FUND CLASS A SHARES) | NA | -9.52% | NA | NA | NA | NA | NA | … | … |
Data as of 05/28/2019, Common starting date is 02/01/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IQSAX (IQSTRIQUER FUND CLASS A SHARES) | 02/01/2018 | 05/28/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -9.52 | NA | NA | NA | NA | NA | … | … | 0.37 | -12.20 |
| Sharpe Ratio | NA | -0.86 | NA | NA | NA | NA | NA | … | … | -0.08 | -1.06 |
| Standard Deviation(%) | NA | 14.10 | NA | NA | NA | NA | NA | … | … | 8.81 | 13.83 |
| Draw Down(%) | NA | 18.25 | NA | NA | NA | NA | NA | … | … | 5.12 | 17.30 |
| Yield(%) | 0.00 | 2.39 | 0.78 | 0.47 | 0.23 | 0.16 | 0.12 | … | … | 2.64 | 0.00 |
Data as of 05/28/2019, Common starting date is 02/01/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IQSAX (IQSTRIQUER FUND CLASS A SHARES) |
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 |
|---|---|---|---|---|
| IQSAX (IQSTRIQUER FUND CLASS A SHARES) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart