Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QDISX (Fisher Investments Institutional Group Stock Fund for Retirement Plans) | 12.26% | 34.62% | 24.60% | 13.91% | 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 |
|---|---|---|
| QDISX (Fisher Investments Institutional Group Stock 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 (%) | 1.29 | 34.62 | 24.60 | 13.91 | NA | NA | NA | … | … | 12.26 | 11.73 | 22.01 | 36.02 | -24.15 | 20.26 | 27.76 | 0.60 |
| Sharpe Ratio | NA | 2.58 | 1.44 | 0.62 | NA | NA | NA | … | … | 1.71 | 0.44 | 1.38 | 2.17 | -0.91 | 1.33 | 0.84 | 3.57 |
| Standard Deviation(%) | NA | 12.46 | 14.86 | 18.51 | NA | NA | NA | … | … | 15.39 | 20.54 | 13.33 | 15.06 | 28.31 | 15.24 | 32.64 | 6.37 |
| Draw Down(%) | NA | 9.97 | 19.27 | 33.98 | NA | NA | NA | … | … | 9.97 | 19.27 | 9.68 | 11.26 | 32.63 | 7.25 | 31.28 | 0.69 |
| Yield(%) | 0.00 | 13.46 | 9.51 | 6.04 | 4.41 | 2.94 | 2.20 | … | … | 0.00 | 14.07 | 4.78 | 7.11 | 1.40 | 1.36 | 1.48 | 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 |
|---|---|---|---|---|
| QDISX (Fisher Investments Institutional Group Stock Fund for Retirement Plans) |
7.05%
Nov 2020 – Nov 2023 |
12.40%
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 |
|---|---|---|---|---|
| QDISX (Fisher Investments Institutional Group Stock Fund for Retirement Plans) |
30.31%
Sep 2022 – Sep 2025 |
18.21%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart