Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| USNQX (NASDAQ-100 INDEX FUND NASDAQ-100 INDEX FUND) | 20.57% | 40.37% | 28.29% | 15.77% | 20.47% | 18.77% | 15.84% | … | … |
Data as of 06/04/2026, Common starting date is 11/09/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USNQX (NASDAQ-100 INDEX FUND NASDAQ-100 INDEX FUND) | 11/09/2000 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.62 | 40.37 | 28.29 | 15.77 | 20.47 | 18.77 | 15.84 | … | … | 20.57 | 20.52 | 25.42 | 54.46 | -35.02 | 21.67 | 46.59 | 38.86 | -0.44 | 32.29 | 6.68 | 9.10 | 18.76 | 35.99 | 17.46 | 2.91 | 19.15 | 53.48 | -42.02 | 18.35 | 6.45 | 0.59 | 9.94 | 47.92 | -37.90 | -33.51 | -23.51 |
| Sharpe Ratio | NA | 2.47 | 1.30 | 0.58 | 0.83 | NA | NA | … | … | 3.01 | 0.76 | 1.19 | 2.84 | -1.12 | 1.10 | 1.26 | 2.33 | -0.08 | 3.09 | 0.41 | 0.51 | 1.33 | 2.91 | 1.14 | 0.12 | 0.97 | 2.03 | -1.01 | 0.82 | 0.19 | -0.12 | 0.49 | 1.85 | -0.91 | -0.66 | -1.30 |
| Standard Deviation(%) | NA | 16.10 | 19.71 | 22.83 | 22.62 | NA | NA | … | … | 18.11 | 23.46 | 18.27 | 18.06 | 32.75 | 19.65 | 36.49 | 16.06 | 22.78 | 10.28 | 15.88 | 17.89 | 14.06 | 12.34 | 15.45 | 23.92 | 19.72 | 26.31 | 42.31 | 18.73 | 15.84 | 13.93 | 18.44 | 25.57 | 42.75 | 54.89 | 69.86 |
| Draw Down(%) | NA | 12.07 | 22.88 | 40.15 | 40.15 | NA | NA | … | … | 11.74 | 22.88 | 13.58 | 10.84 | 37.27 | 10.89 | 27.95 | 10.93 | 22.85 | 4.90 | 14.01 | 14.10 | 8.19 | 5.87 | 11.76 | 16.04 | 15.93 | 18.43 | 50.39 | 11.54 | 17.70 | 13.75 | 16.33 | 13.22 | 52.24 | 58.96 | 27.93 |
| Yield(%) | 0.00 | 3.41 | 3.62 | 2.22 | 3.99 | 5.79 | 6.22 | … | … | 0.00 | 3.54 | 2.73 | 3.94 | 0.18 | 0.29 | 0.54 | 1.20 | 0.67 | 2.53 | 0.54 | 2.92 | 0.25 | 0.37 | 1.06 | 7.05 | 0.15 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/09/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USNQX (NASDAQ-100 INDEX FUND NASDAQ-100 INDEX FUND) |
-17.51%
Jan 2001 – Jan 2004 |
-8.67%
Jan 2001 – Jan 2006 |
-1.74%
Jan 2001 – Jan 2011 |
3.26%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USNQX (NASDAQ-100 INDEX FUND NASDAQ-100 INDEX FUND) |
35.30%
Dec 2018 – Dec 2021 |
27.75%
Nov 2016 – Nov 2021 |
22.12%
Nov 2011 – Nov 2021 |
20.22%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart