Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| QNTIX (QUANTEX FUND INSTITUTIONAL CLASS) | 8.87% | 11.38% | 12.81% | 13.62% | NA | NA | NA | 8.61% |
Data as of 07/17/2025, AR inception is 11/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QNTIX (QUANTEX FUND INSTITUTIONAL CLASS) | 11/02/2016 | 07/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 11.38 | 12.81 | 13.62 | NA | NA | NA | 8.61 | 8.87 | 12.29 | 14.40 | -13.63 | 27.59 | -5.21 | 18.81 | -12.05 | 13.84 | 11.46 |
| Sharpe Ratio | NA | 0.42 | 0.53 | 0.67 | NA | NA | NA | 0.28 | 0.67 | 0.68 | 0.64 | -0.65 | 1.49 | -0.12 | 1.00 | -0.83 | 1.31 | 5.96 |
| Standard Deviation(%) | NA | 18.54 | 17.69 | 19.00 | NA | NA | NA | 22.43 | 21.76 | 12.65 | 16.98 | 23.43 | 18.50 | 45.45 | 17.36 | 16.33 | 10.13 | 16.38 |
| Draw Down(%) | NA | 17.48 | 17.78 | 23.11 | NA | NA | NA | 50.26 | 17.48 | 8.79 | 17.78 | 22.56 | 10.47 | 49.05 | 17.75 | 23.10 | 5.75 | 5.60 |
| Yield(%) | 0.00 | 17.15 | 8.68 | 10.40 | 5.65 | 3.77 | 2.83 | 7.06 | 0.23 | 19.28 | 1.53 | 2.26 | 18.44 | 0.68 | 1.04 | 0.16 | 3.60 | 0.00 |
Data as of 07/17/2025, AR inception 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