Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| QCCO (QC Holdings Inc) | 481.82% | 392.31% | 63.41% | 53.37% | 2.35% | -1.21% | -5.35% | -6.02% |
Data as of 06/27/2025, AR inception is 07/16/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QCCO (QC Holdings Inc) | 07/16/2004 | 06/27/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.04 | 392.31 | 63.41 | 53.37 | 2.35 | -1.21 | -5.35 | -6.02 | 481.82 | -52.17 | 35.29 | -23.15 | 204.17 | -15.62 | -36.00 | 8.70 | -37.84 | -48.86 | -7.58 | -5.70 | -41.81 | -14.74 | 12.90 | -16.77 | 33.80 | -64.79 | -12.50 | 38.42 | -39.82 | 26.05 |
| Sharpe Ratio | NA | 1.79 | 0.42 | 0.38 | 0.01 | NA | NA | -0.08 | 13.63 | -0.52 | 0.31 | -0.31 | 1.74 | -0.26 | -0.72 | 0.13 | -0.52 | -0.47 | -0.12 | -0.09 | -1.12 | -0.33 | 0.28 | -0.33 | 0.45 | -0.65 | -0.29 | 0.85 | -0.96 | 1.54 |
| Standard Deviation(%) | NA | 217.13 | 141.59 | 127.95 | 103.28 | NA | NA | 82.77 | 271.14 | 113.31 | 101.09 | 79.66 | 117.39 | 60.92 | 52.05 | 56.59 | 73.52 | 104.98 | 65.35 | 63.17 | 37.21 | 44.50 | 46.61 | 50.56 | 74.15 | 101.07 | 53.19 | 41.34 | 43.63 | 41.13 |
| Draw Down(%) | NA | 40.00 | 70.00 | 70.00 | 90.45 | NA | NA | 97.78 | 25.00 | 56.52 | 44.00 | 43.75 | 43.18 | 32.35 | 38.46 | 44.44 | 54.02 | 75.81 | 49.38 | 44.33 | 52.07 | 32.04 | 46.74 | 41.67 | 38.17 | 64.79 | 30.36 | 27.95 | 41.18 | 21.43 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 7.14 | 0.53 | 1.58 | 1.74 | 1.50 | 0.00 | 0.00 | 0.00 | 6.67 | 18.52 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 4.63 | 2.92 | 4.62 | 5.25 | 5.36 | 5.69 | 6.51 | 2.83 | 18.07 | 0.00 | 0.00 | 0.00 |
Data as of 06/27/2025, AR inception is 07/16/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QCCO (QC Holdings Inc) |
-47.63%
Feb 2013 - Feb 2016 |
-34.52%
Jul 2015 - Jul 2020 |
-25.63%
Nov 2007 - Nov 2017 |
-20.70%
Dec 2004 - Dec 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QCCO (QC Holdings Inc) |
57.14%
Apr 2022 - Apr 2025 |
50.59%
Apr 2020 - Apr 2025 |
1.85%
Apr 2015 - Apr 2025 |
-0.94%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison Chart