Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QRDTX (Quantified Rising Dividend Tactical Fund Investor Class Shares) | 10.95% | 20.75% | 14.27% | 2.15% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/20/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QRDTX (Quantified Rising Dividend Tactical Fund Investor Class Shares) | 04/20/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.02 | 20.75 | 14.27 | 2.15 | NA | NA | NA | … | … | 10.95 | 5.25 | 15.25 | 13.26 | -31.87 | 11.58 |
| Sharpe Ratio | NA | 1.26 | 0.73 | -0.03 | NA | NA | NA | … | … | 1.48 | 0.14 | 0.79 | 0.65 | -1.82 | 1.67 |
| Standard Deviation(%) | NA | 14.50 | 15.67 | 15.89 | NA | NA | NA | … | … | 15.89 | 17.96 | 14.75 | 14.94 | 18.37 | 10.05 |
| Draw Down(%) | NA | 11.17 | 20.29 | 33.91 | NA | NA | NA | … | … | 11.17 | 19.19 | 7.71 | 12.29 | 32.90 | 5.30 |
| Yield(%) | 0.00 | 0.00 | 0.24 | 0.59 | 0.30 | 0.20 | 0.15 | … | … | 0.00 | 0.00 | 0.00 | 0.72 | 1.77 | 0.54 |
Data as of 06/04/2026, Common starting date is 04/20/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QRDTX (Quantified Rising Dividend Tactical Fund Investor Class Shares) |
-3.84%
Dec 2021 – Dec 2024 |
2.05%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QRDTX (Quantified Rising Dividend Tactical Fund Investor Class Shares) |
15.13%
May 2023 – May 2026 |
2.05%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart