Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QDIBX (Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans) | -0.11% | 4.19% | 4.39% | 0.11% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/19/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QDIBX (Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans) | 12/19/2019 | 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 (%) | 0.00 | 4.19 | 4.39 | 0.11 | NA | NA | NA | … | … | -0.11 | 7.71 | 1.66 | 6.71 | -14.10 | -0.17 | 6.78 | 0.10 |
| Sharpe Ratio | NA | 0.56 | 0.28 | -0.37 | NA | NA | NA | … | … | -0.64 | 1.06 | -0.35 | 0.45 | -1.72 | -0.06 | 1.14 | 1.28 |
| Standard Deviation(%) | NA | 3.82 | 5.25 | 6.28 | NA | NA | NA | … | … | 3.92 | 4.57 | 5.58 | 6.87 | 9.07 | 3.54 | 5.71 | 1.93 |
| Draw Down(%) | NA | 2.97 | 5.37 | 19.63 | NA | NA | NA | … | … | 2.97 | 2.58 | 4.59 | 5.87 | 18.16 | 2.57 | 9.51 | 0.20 |
| Yield(%) | 0.00 | 3.52 | 3.58 | 2.59 | 1.67 | 1.11 | 0.84 | … | … | 0.00 | 3.64 | 3.49 | 3.74 | 2.13 | 1.76 | 3.36 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/19/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QDIBX (Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans) |
-4.83%
Oct 2020 – Oct 2023 |
-0.42%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QDIBX (Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans) |
6.33%
Oct 2022 – Oct 2025 |
0.67%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart