Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| QLMICX (Trust For Advised Portfolios - 1919 Variable Socially Responsive Balanced Fund) | NA | -142,586.26% | nan% | nan% | nan% | NA | NA | nan% |
Data as of 03/04/2024, AR inception is 07/14/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QLMICX (Trust For Advised Portfolios - 1919 Variable Socially Responsive Balanced Fund) | 07/14/2011 | 03/04/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -117,983.06 | -142,586.26 | nan | nan | nan | NA | NA | nan | -123,459.93 | 20.22 | -21.06 | 18.60 | 22.96 | 26.71 | -0.93 | 16.77 | 6.19 | -1.74 | 9.10 | 17.72 | 9.08 | -3.79 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | NA | NA | 1.55 | -1.16 | 1.75 | 0.96 | 2.82 | -0.17 | 3.11 | 0.64 | -0.17 | 1.11 | 2.36 | 0.99 | -0.35 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | NA | NA | 10.37 | 19.35 | 10.69 | 23.60 | 8.97 | 13.14 | 5.22 | 9.37 | 10.37 | 8.21 | 7.48 | 9.23 | 22.51 |
| Draw Down(%) | NA | 117,805.31 | 116,789.34 | 116,789.34 | 116,789.34 | NA | NA | 116,789.34 | 117,805.31 | 9.01 | 24.89 | 5.62 | 24.54 | 4.10 | 14.45 | 2.17 | 7.49 | 8.33 | 5.08 | 4.49 | 7.45 | 13.30 |
| Yield(%) | 51.34 | 64.48 | 23.78 | 20.47 | 13.35 | 11.21 | 8.41 | 14.01 | 54.13 | 5.73 | 4.72 | 11.27 | 7.83 | 5.88 | 9.55 | 9.08 | 7.69 | 10.01 | 13.18 | 0.00 | 0.00 | 0.00 |
Data as of 03/04/2024, AR inception is 07/14/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QLMICX (Trust For Advised Portfolios - 1919 Variable Socially Responsive Balanced Fund) |
-15.27%
Feb 2021 - Feb 2024 |
-2.92%
Feb 2019 - Feb 2024 |
2.03%
Feb 2014 - Feb 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QLMICX (Trust For Advised Portfolios - 1919 Variable Socially Responsive Balanced Fund) |
22.71%
Dec 2018 - Dec 2021 |
16.85%
Oct 2016 - Oct 2021 |
12.07%
Dec 2011 - Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart