Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSQGX (PORT STREET QUALITY GROWTH FUND INSTITUTIONAL CLASS SHARES) | 1.33% | 10.68% | 8.80% | 5.72% | 7.59% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSQGX (PORT STREET QUALITY GROWTH FUND INSTITUTIONAL CLASS SHARES) | 04/02/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.42 | 10.68 | 8.80 | 5.72 | 7.59 | NA | NA | … | … | 1.33 | -3.59 | 10.17 | 10.72 | -8.68 | 13.23 | 9.24 | 16.66 | -0.68 | 15.00 | 5.85 | 0.15 | 5.80 |
| Sharpe Ratio | NA | 1.28 | 0.71 | 0.35 | 0.60 | NA | NA | … | … | 0.13 | -0.37 | 0.98 | 0.94 | -0.72 | 1.84 | 0.49 | 1.94 | -0.22 | 3.65 | 0.83 | 0.01 | 1.51 |
| Standard Deviation(%) | NA | 6.80 | 8.11 | 9.61 | 10.01 | NA | NA | … | … | 7.99 | 17.52 | 6.69 | 7.59 | 14.15 | 7.18 | 18.15 | 7.84 | 9.59 | 3.94 | 6.83 | 8.58 | 5.16 |
| Draw Down(%) | NA | 8.36 | 11.02 | 15.52 | 18.97 | NA | NA | … | … | 8.36 | 13.14 | 3.11 | 5.30 | 15.47 | 3.86 | 18.97 | 4.72 | 10.16 | 1.07 | 3.35 | 6.03 | 2.83 |
| Yield(%) | 0.00 | 14.36 | 7.67 | 5.35 | 4.72 | 3.49 | 2.62 | … | … | 0.00 | 14.54 | 3.49 | 4.12 | 2.07 | 2.15 | 2.00 | 1.60 | 1.66 | 0.61 | 0.66 | 0.25 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSQGX (PORT STREET QUALITY GROWTH FUND INSTITUTIONAL CLASS SHARES) |
3.18%
Sep 2019 – Sep 2022 |
4.94%
Mar 2015 – Mar 2020 |
6.61%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSQGX (PORT STREET QUALITY GROWTH FUND INSTITUTIONAL CLASS SHARES) |
13.00%
Dec 2018 – Dec 2021 |
10.51%
Dec 2016 – Dec 2021 |
8.41%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart