Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QEPC (QEP Co Inc) | 23.14% | 27.28% | 63.08% | 12.14% | 12.34% | 7.43% | 9.14% | … | … |
Data as of 06/03/2026, Common starting date is 09/18/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QEPC (QEP Co Inc) | 09/18/1996 | 06/03/2026 |
| 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.35 | 27.28 | 63.08 | 12.14 | 12.34 | 7.43 | 9.14 | … | … | 23.14 | 7.03 | 120.97 | 27.45 | -37.23 | -0.89 | 34.90 | -33.91 | -10.50 | 59.36 | 13.82 | -10.80 | -5.54 | 16.42 | -12.76 | 34.83 | 49.89 | 238.08 | -72.74 | 76.24 | -45.48 | -28.08 | 30.88 | 75.38 | 62.50 | -1.54 | -47.15 | -12.14 | 16.67 | 0.00 | -16.67 |
| Sharpe Ratio | NA | 0.43 | 0.97 | 0.16 | 0.18 | NA | NA | … | … | 1.21 | 0.13 | 1.96 | 0.27 | -0.67 | -0.01 | 0.39 | -0.69 | -0.20 | 1.76 | 0.46 | -0.39 | -0.25 | 0.51 | -0.18 | 0.62 | 1.32 | 1.60 | -0.89 | 0.90 | -0.89 | -0.60 | 0.56 | 1.50 | 1.37 | -0.06 | -0.70 | -0.40 | 0.24 | -0.07 | -0.96 |
| Standard Deviation(%) | NA | 36.36 | 58.05 | 63.51 | 60.05 | NA | NA | … | … | 50.28 | 32.47 | 59.82 | 87.65 | 57.98 | 63.82 | 88.23 | 51.10 | 58.58 | 33.59 | 29.30 | 28.03 | 22.52 | 31.92 | 71.17 | 56.10 | 37.77 | 148.92 | 82.62 | 81.92 | 55.25 | 50.83 | 53.35 | 49.71 | 44.71 | 71.85 | 73.32 | 39.02 | 54.09 | 54.35 | 53.12 |
| Draw Down(%) | NA | 13.58 | 26.83 | 65.07 | 75.69 | NA | NA | … | … | 13.58 | 26.83 | 16.45 | 45.19 | 46.63 | 43.02 | 52.45 | 44.21 | 33.33 | 17.76 | 13.11 | 21.05 | 18.32 | 17.08 | 32.40 | 30.06 | 19.52 | 73.44 | 76.07 | 30.73 | 55.60 | 41.31 | 22.88 | 21.38 | 19.38 | 33.33 | 67.57 | 23.61 | 40.48 | 29.58 | 27.78 |
| Yield(%) | 0.00 | 2.16 | 8.78 | 2.18 | 2.49 | 1.52 | 2.24 | … | … | 1.08 | 2.15 | 10.99 | 0.00 | 0.00 | 0.20 | 0.00 | 0.00 | 3.36 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 09/18/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QEPC (QEP Co Inc) |
-56.19%
Feb 2006 – Feb 2009 |
-43.18%
Feb 2004 – Feb 2009 |
-20.11%
Feb 1999 – Feb 2009 |
-2.04%
Apr 2005 – Apr 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QEPC (QEP Co Inc) |
183.47%
Feb 2009 – Feb 2012 |
84.04%
Feb 2009 – Feb 2014 |
39.76%
Feb 2009 – Feb 2019 |
24.87%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart