Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QDVBX (Fisher Investments Institutional Group ESG Fixed Income Fund for Retirement Plans) | -0.34% | 4.45% | 4.24% | -0.16% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/19/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QDVBX (Fisher Investments Institutional Group ESG Fixed Income Fund for Retirement Plans) | 12/19/2019 | 06/10/2026 |
| 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 (%) | -0.11 | 4.45 | 4.24 | -0.16 | NA | NA | NA | … | … | -0.34 | 7.63 | 1.62 | 6.37 | -14.31 | -0.37 | 6.70 | 0.10 |
| Sharpe Ratio | NA | 0.38 | 0.17 | -0.42 | NA | NA | NA | … | … | -0.93 | 1.03 | -0.36 | 0.40 | -1.72 | -0.11 | 1.18 | 1.72 |
| Standard Deviation(%) | NA | 3.81 | 5.23 | 6.30 | NA | NA | NA | … | … | 3.81 | 4.62 | 5.51 | 6.84 | 9.19 | 3.48 | 5.47 | 1.43 |
| Draw Down(%) | NA | 3.00 | 5.37 | 19.86 | NA | NA | NA | … | … | 3.00 | 2.60 | 4.47 | 6.12 | 18.40 | 2.58 | 9.31 | 0.10 |
| Yield(%) | 0.00 | 3.55 | 3.57 | 2.55 | 1.66 | 1.10 | 0.83 | … | … | 0.00 | 3.64 | 3.46 | 3.74 | 2.15 | 1.67 | 3.38 | 0.00 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| QDVBX (Fisher Investments Institutional Group ESG Fixed Income Fund for Retirement Plans) |
-5.13%
Oct 2020 – Oct 2023 |
-0.61%
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 |
|---|---|---|---|---|
| QDVBX (Fisher Investments Institutional Group ESG Fixed Income Fund for Retirement Plans) |
6.20%
Oct 2022 – Oct 2025 |
0.50%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart