Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QRTEP (Qurate Retail Inc) | NA | -33.16% | -18.30% | NA | NA | NA | NA | … | … |
Data as of 04/25/2025, Common starting date is 09/16/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QRTEP (Qurate Retail Inc) | 09/16/2020 | 04/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 10.51 | -33.16 | -18.30 | NA | NA | NA | NA | … | … | -21.20 | 14.85 | 29.32 | -62.26 | 12.50 | 0.35 |
| Sharpe Ratio | NA | -0.91 | -0.41 | NA | NA | NA | NA | … | … | -1.00 | 0.22 | 0.37 | -1.36 | 2.09 | 0.07 |
| Standard Deviation(%) | NA | 43.40 | 54.80 | NA | NA | NA | NA | … | … | 56.09 | 37.48 | 67.92 | 46.94 | 5.97 | 16.72 |
| Draw Down(%) | NA | 50.53 | 68.94 | NA | NA | NA | NA | … | … | 45.48 | 31.92 | 57.56 | 65.26 | 5.23 | 11.40 |
| Yield(%) | 0.00 | 17.17 | 9.77 | 7.15 | 3.58 | 2.38 | 1.79 | … | … | 5.51 | 21.65 | 22.04 | 7.75 | 8.03 | 2.00 |
Data as of 04/25/2025, Common starting date is 09/16/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QRTEP (Qurate Retail Inc) |
-29.17%
Oct 2020 – Oct 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QRTEP (Qurate Retail Inc) |
-7.20%
Feb 2021 – Feb 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart