Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QSII (Quality Systems Inc) | NA | 40.30% | 19.70% | 3.07% | 2.33% | 12.59% | 23.30% | … | … |
Data as of 09/07/2018, Common starting date is 08/18/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QSII (Quality Systems Inc) | 08/18/1995 | 09/07/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.36 | 40.30 | 19.70 | 3.07 | 2.33 | 12.59 | 23.30 | … | … | 64.58 | 3.27 | -18.42 | 8.30 | -22.61 | 25.80 | -51.65 | 7.82 | 13.34 | 47.39 | 47.54 | -14.29 | -0.48 | 166.90 | 34.11 | 121.84 | 23.24 | 110.45 | 0.00 | 87.88 | -43.10 | 0.00 | -75.00 | 179.52 |
| Sharpe Ratio | NA | 0.62 | -0.12 | -0.57 | -0.47 | NA | NA | … | … | 2.68 | -0.57 | -1.39 | -0.27 | -1.29 | 0.26 | -1.34 | -0.32 | -0.18 | 0.71 | 0.47 | -1.02 | -0.52 | 2.97 | 0.36 | 1.87 | 0.09 | 1.75 | -0.35 | 1.27 | -0.60 | -0.06 | -0.85 | 15.94 |
| Standard Deviation(%) | NA | 32.11 | 33.43 | 32.92 | 38.26 | NA | NA | … | … | 31.18 | 28.02 | 37.72 | 37.20 | 31.90 | 27.53 | 52.72 | 33.55 | 29.00 | 40.28 | 58.72 | 35.91 | 43.82 | 49.18 | 40.31 | 54.87 | 40.66 | 52.28 | 67.20 | 66.88 | 77.45 | 62.81 | 92.44 | 98.26 |
| Draw Down(%) | NA | 23.64 | 37.50 | 50.58 | 74.75 | NA | NA | … | … | 13.86 | 26.12 | 37.50 | 28.32 | 34.90 | 13.61 | 64.19 | 32.26 | 24.56 | 19.23 | 41.76 | 38.27 | 35.05 | 25.60 | 33.77 | 27.99 | 20.31 | 32.67 | 61.76 | 28.79 | 69.59 | 31.88 | 80.15 | 20.12 |
| Yield(%) | 0.00 | 0.00 | 0.87 | 1.64 | 1.57 | 2.16 | 18.10 | … | … | 0.00 | 0.00 | 0.00 | 4.51 | 3.38 | 3.90 | 1.89 | 1.74 | 1.89 | 2.75 | 3.61 | 4.65 | 2.35 | 4.95 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/07/2018, Common starting date is 08/18/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QSII (Quality Systems Inc) |
-47.80%
Dec 1995 – Dec 1998 |
-23.20%
Dec 1995 – Dec 2000 |
-2.41%
Sep 2006 – Sep 2016 |
11.41%
Apr 2003 – Apr 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QSII (Quality Systems Inc) |
104.09%
Sep 2002 – Sep 2005 |
84.33%
Sep 2000 – Sep 2005 |
49.58%
Apr 1999 – Apr 2009 |
31.74%
Apr 1997 – Apr 2012 |
Annualized Rolling Returns Comparison Chart