Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QNTIX (QUANTEX FUND INSTITUTIONAL CLASS) | 8.97% | 24.69% | 18.11% | 7.19% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QNTIX (QUANTEX FUND INSTITUTIONAL CLASS) | 11/02/2016 | 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 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.44 | 24.69 | 18.11 | 7.19 | NA | NA | NA | … | … | 8.97 | 19.32 | 12.29 | 14.40 | -13.63 | 27.59 | -5.21 | 18.81 | -12.05 | 13.84 | 11.46 |
| Sharpe Ratio | NA | 1.86 | 1.03 | 0.27 | NA | NA | NA | … | … | 1.40 | 0.94 | 0.68 | 0.64 | -0.65 | 1.49 | -0.12 | 1.00 | -0.83 | 1.31 | 5.96 |
| Standard Deviation(%) | NA | 12.18 | 14.92 | 17.73 | NA | NA | NA | … | … | 13.98 | 17.52 | 12.65 | 16.98 | 23.43 | 18.50 | 45.45 | 17.36 | 16.33 | 10.13 | 16.38 |
| Draw Down(%) | NA | 8.82 | 17.48 | 23.11 | NA | NA | NA | … | … | 8.82 | 17.48 | 8.79 | 17.78 | 22.56 | 10.47 | 49.05 | 17.75 | 23.10 | 5.75 | 5.60 |
| Yield(%) | 0.00 | 9.01 | 10.92 | 7.88 | 6.74 | 4.49 | 3.37 | … | … | 0.16 | 9.45 | 19.28 | 1.53 | 2.26 | 18.44 | 0.68 | 1.04 | 0.16 | 3.60 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/02/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QNTIX (QUANTEX FUND INSTITUTIONAL CLASS) |
-11.28%
Mar 2017 – Mar 2020 |
0.64%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QNTIX (QUANTEX FUND INSTITUTIONAL CLASS) |
21.08%
Mar 2020 – Mar 2023 |
16.92%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart