Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QUCT (Queen City Investments Inc) | -0.43% | 31.10% | 17.94% | 15.36% | 6.03% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QUCT (Queen City Investments Inc) | 09/26/2012 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.29 | 31.10 | 17.94 | 15.36 | 6.03 | NA | NA | … | … | -0.43 | 55.56 | 0.77 | 4.86 | 10.05 | 25.64 | -6.99 | -13.67 | -8.51 | -3.56 | -4.70 | 30.48 | -3.51 | 15.36 | -0.90 |
| Sharpe Ratio | NA | 1.71 | 0.57 | 0.54 | 0.18 | NA | NA | … | … | 0.11 | 1.73 | -0.18 | 0.03 | 0.46 | 0.74 | -0.22 | -0.65 | -0.44 | -0.52 | -0.24 | 1.62 | -0.10 | 0.71 | -0.24 |
| Standard Deviation(%) | NA | 18.02 | 26.84 | 26.74 | 25.53 | NA | NA | … | … | 13.07 | 31.11 | 32.73 | 20.61 | 18.88 | 34.74 | 33.23 | 23.14 | 22.15 | 8.14 | 20.24 | 18.82 | 33.85 | 21.57 | 14.97 |
| Draw Down(%) | NA | 3.68 | 16.38 | 17.19 | 48.27 | NA | NA | … | … | 3.68 | 14.19 | 16.38 | 17.19 | 11.67 | 15.45 | 30.00 | 19.58 | 14.54 | 6.27 | 12.28 | 6.51 | 15.25 | 12.77 | 5.02 |
| Yield(%) | 0.00 | 0.00 | 0.26 | 0.57 | 0.64 | 0.78 | 0.59 | … | … | 0.00 | 0.00 | 0.00 | 0.80 | 0.87 | 1.10 | 1.00 | 0.85 | 0.78 | 0.74 | 0.70 | 0.91 | 0.90 | 0.99 | 0.98 |
Data as of 06/04/2026, Common starting date is 09/26/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QUCT (Queen City Investments Inc) |
-14.92%
Mar 2017 – Mar 2020 |
-7.55%
Dec 2015 – Dec 2020 |
1.38%
Mar 2014 – Mar 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QUCT (Queen City Investments Inc) |
21.88%
Mar 2020 – Mar 2023 |
18.56%
Dec 2020 – Dec 2025 |
6.24%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart