Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QSPMX (Quantified Pattern Recognition Fund Investor Class Shares) | -7.93% | 13.53% | 7.39% | 7.09% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/30/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QSPMX (Quantified Pattern Recognition Fund Investor Class Shares) | 08/30/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.07 | 13.53 | 7.39 | 7.09 | NA | NA | NA | … | … | -7.93 | 27.23 | 18.76 | 13.84 | -18.49 | 33.83 | -0.34 | 11.50 |
| Sharpe Ratio | NA | 0.86 | 0.27 | 0.27 | NA | NA | NA | … | … | -1.17 | 1.44 | 1.11 | 0.81 | -0.87 | 1.68 | -0.02 | 4.80 |
| Standard Deviation(%) | NA | 14.38 | 14.98 | 17.45 | NA | NA | NA | … | … | 17.94 | 16.98 | 13.66 | 12.65 | 22.88 | 20.13 | 24.21 | 7.80 |
| Draw Down(%) | NA | 13.85 | 13.85 | 28.36 | NA | NA | NA | … | … | 13.85 | 9.66 | 8.22 | 13.16 | 27.34 | 10.44 | 23.63 | 1.64 |
| Yield(%) | 0.00 | 1.80 | 2.61 | 6.05 | 4.40 | 2.93 | 2.20 | … | … | 0.00 | 1.87 | 2.97 | 4.37 | 0.11 | 29.27 | 0.21 | 4.09 |
Data as of 06/04/2026, Common starting date is 08/30/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QSPMX (Quantified Pattern Recognition Fund Investor Class Shares) |
0.64%
Aug 2021 – Aug 2024 |
7.32%
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 |
|---|---|---|---|---|
| QSPMX (Quantified Pattern Recognition Fund Investor Class Shares) |
19.95%
Jan 2023 – Jan 2026 |
14.08%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart