Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
TDQIX NA -1.21% NA NA NA NA NA
Data as of 07/06/2020, Common starting date is 02/04/2019
More Performance Analytics Comparison
Name Start Date End Date
TDQIX 02/04/2019 07/06/2020
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2020 2019
Annualized Return (%) 0.00 -1.21 NA NA NA NA NA -8.12 12.11
Sharpe Ratio NA -0.18 NA NA NA NA NA -0.41 1.06
Standard Deviation(%) NA 28.89 NA NA NA NA NA 38.76 11.32
Draw Down(%) NA 33.14 NA NA NA NA NA 32.71 6.14
Yield(%) 0.00 1.51 0.54 0.32 0.16 0.11 0.08 0.00 1.62
Data as of 07/06/2020, Common starting date is 02/04/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TDQIX (TDQIX) 0.00%
NA
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
TDQIX (TDQIX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return