Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QCGDX (Quantified Common Ground Fund Investor Class Shares) | 16.58% | 22.43% | 13.59% | 8.69% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/31/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QCGDX (Quantified Common Ground Fund Investor Class Shares) | 12/31/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | 22.43 | 13.59 | 8.69 | NA | NA | NA | … | … | 16.58 | 1.02 | 9.87 | 14.74 | -12.23 | 32.19 | 14.65 | 0.00 |
| Sharpe Ratio | NA | 1.63 | 0.77 | 0.42 | NA | NA | NA | … | … | 3.12 | -0.14 | 0.51 | 0.65 | -0.85 | 1.84 | 0.66 | NA |
| Standard Deviation(%) | NA | 11.72 | 13.51 | 14.76 | NA | NA | NA | … | … | 13.66 | 13.73 | 12.23 | 17.17 | 16.17 | 17.48 | 21.59 | 0.00 |
| Draw Down(%) | NA | 5.55 | 16.10 | 20.18 | NA | NA | NA | … | … | 5.55 | 15.05 | 7.36 | 13.43 | 16.21 | 9.65 | 22.37 | 0.00 |
| Yield(%) | 0.00 | 0.72 | 2.11 | 2.44 | 1.75 | 1.17 | 0.88 | … | … | 0.00 | 0.69 | 4.68 | 0.25 | 0.00 | 6.85 | 1.85 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/31/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QCGDX (Quantified Common Ground Fund Investor Class Shares) |
2.58%
May 2022 – May 2025 |
7.55%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QCGDX (Quantified Common Ground Fund Investor Class Shares) |
16.06%
Feb 2020 – Feb 2023 |
13.72%
Feb 2020 – Feb 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart