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
QBAK (Qualstar Corporation) -41.41% 37.03% 69.75% 32.93% 16.14% 0.21% -1.53%
Data as of 06/05/2026, Common starting date is 06/23/2000
More Performance Analytics Comparison
Name Start Date End Date
QBAK (Qualstar Corporation) 06/23/2000 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
Annualized Return (%) -3.85 37.03 69.75 32.93 16.14 0.21 -1.53 -41.41 370.59 -8.31 93.48 -8.00 -16.67 -44.75 3.43 -37.50 187.67 -36.80 -41.89 16.81 -20.98 -24.74 12.43 -22.48 12.14 -32.97 4.39 -2.29 -26.32 -1.25 -12.07 -9.59 -7.81 -14.98
Sharpe Ratio NA 0.40 0.60 0.33 0.16 NA NA -0.29 4.39 -0.15 1.62 -0.13 -0.20 -0.50 0.04 -0.61 1.92 -0.43 -0.48 0.23 -0.42 -0.71 0.42 -0.48 0.19 -0.54 0.03 -0.10 -0.60 -0.04 -0.20 -0.15 -0.15 -0.32
Standard Deviation(%) NA 175.40 117.54 102.70 91.73 NA NA 252.52 84.47 81.41 55.92 73.79 84.98 89.52 51.75 63.72 97.98 87.00 87.71 74.04 49.53 35.13 29.79 46.66 62.34 62.08 47.25 59.68 47.74 60.65 62.45 73.23 71.11 96.61
Draw Down(%) NA 81.64 81.64 81.64 86.92 NA NA 81.64 23.61 56.61 22.86 36.67 46.13 71.67 36.69 63.77 51.74 47.44 65.50 30.91 51.72 32.32 18.18 34.51 35.22 45.32 27.14 37.27 33.20 36.51 32.00 52.04 52.11 59.32
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.77 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 10.71 7.97 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/05/2026, Common starting date is 06/23/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
QBAK (Qualstar Corporation) -37.27%
Apr 2017 – Apr 2020
-26.42%
Feb 2018 – Feb 2023
-17.51%
Aug 2000 – Aug 2010
-15.92%
May 2001 – May 2016
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
QBAK (Qualstar Corporation) 109.35%
Feb 2023 – Feb 2026
45.11%
Jan 2021 – Jan 2026
18.85%
Feb 2016 – Feb 2026
4.32%
Dec 2010 – Dec 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return