Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QDVSX (Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans) | 8.63% | 31.94% | 23.34% | 13.65% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/19/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QDVSX (Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans) | 12/19/2019 | 06/05/2026 |
| 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 (%) | -1.10 | 31.94 | 23.34 | 13.65 | NA | NA | NA | … | … | 8.63 | 13.35 | 20.05 | 37.93 | -23.98 | 21.37 | 27.23 | 0.40 |
| Sharpe Ratio | NA | 2.27 | 1.37 | 0.60 | NA | NA | NA | … | … | 1.20 | 0.53 | 1.24 | 2.31 | -0.90 | 1.41 | 0.82 | 2.07 |
| Standard Deviation(%) | NA | 12.91 | 14.67 | 18.39 | NA | NA | NA | … | … | 15.71 | 20.02 | 13.20 | 14.98 | 28.22 | 15.17 | 32.66 | 6.86 |
| Draw Down(%) | NA | 9.40 | 18.64 | 33.57 | NA | NA | NA | … | … | 9.40 | 18.64 | 9.84 | 11.24 | 32.57 | 6.93 | 31.66 | 0.79 |
| Yield(%) | 0.00 | 13.39 | 9.84 | 6.30 | 4.58 | 3.05 | 2.29 | … | … | 0.00 | 13.98 | 5.68 | 7.80 | 1.23 | 1.24 | 1.61 | 0.00 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| QDVSX (Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans) |
7.97%
Nov 2020 – Nov 2023 |
12.80%
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 |
|---|---|---|---|---|
| QDVSX (Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans) |
30.13%
Sep 2022 – Sep 2025 |
18.45%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart