Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QCIBX (QCI BALANCED FUND INSTITUTIONAL CLASS SHARES) | NA | -23.20% | -1.03% | 2.08% | NA | NA | NA | … | … |
Data as of 11/04/2022, Common starting date is 02/04/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QCIBX (QCI BALANCED FUND INSTITUTIONAL CLASS SHARES) | 02/04/2014 | 11/04/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -23.20 | -1.03 | 2.08 | NA | NA | NA | … | … | -12.04 | -4.08 | 11.19 | 10.60 | -7.42 | 11.12 | 6.87 | -1.54 | 7.56 |
| Sharpe Ratio | NA | -1.31 | -0.10 | 0.10 | NA | NA | NA | … | … | -1.20 | -0.26 | 0.61 | 1.39 | -0.46 | 2.88 | 1.06 | -0.22 | 1.80 |
| Standard Deviation(%) | NA | 18.39 | 15.21 | 14.02 | NA | NA | NA | … | … | 12.62 | 15.77 | 17.84 | 6.61 | 18.88 | 3.66 | 6.29 | 7.15 | 4.63 |
| Draw Down(%) | NA | 25.76 | 25.76 | 25.76 | NA | NA | NA | … | … | 14.84 | 13.45 | 18.84 | 4.23 | 18.86 | 1.56 | 4.13 | 7.49 | 3.55 |
| Yield(%) | 0.00 | 25.09 | 12.48 | 10.03 | 6.33 | 4.22 | 3.17 | … | … | 28.41 | 0.82 | 6.31 | 3.06 | 9.81 | 1.00 | 1.00 | 1.18 | 0.66 |
Data as of 11/04/2022, Common starting date is 02/04/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QCIBX (QCI BALANCED FUND INSTITUTIONAL CLASS SHARES) |
-0.87%
Oct 2019 – Oct 2022 |
2.13%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QCIBX (QCI BALANCED FUND INSTITUTIONAL CLASS SHARES) |
11.29%
Apr 2018 – Apr 2021 |
9.74%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart