Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| USQIX (USQ Core Real Estate Fund -) | 0.88% | 1.62% | -3.94% | 0.86% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/28/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USQIX (USQ Core Real Estate Fund -) | 09/28/2017 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.06 | 1.62 | -3.94 | 0.86 | NA | NA | NA | … | … | 0.88 | 0.83 | -4.22 | -12.72 | 5.75 | 19.51 | 0.20 | 4.08 | 6.33 | 1.64 |
| Sharpe Ratio | NA | -2.71 | -6.14 | -1.08 | NA | NA | NA | … | … | -0.84 | -6.15 | -4.88 | -15.66 | 2.69 | 10.96 | -0.08 | 4.88 | 5.05 | 9.81 |
| Standard Deviation(%) | NA | 0.38 | 1.18 | 1.52 | NA | NA | NA | … | … | 0.40 | 0.34 | 1.61 | 1.05 | 1.62 | 1.78 | 0.62 | 0.53 | 0.98 | 0.59 |
| Draw Down(%) | NA | 0.23 | 13.53 | 21.22 | NA | NA | NA | … | … | 0.14 | 0.23 | 4.80 | 12.72 | 5.19 | 0.04 | 2.00 | 0.35 | 0.64 | 0.16 |
| Yield(%) | 0.00 | 26.77 | 9.53 | 8.03 | 5.49 | 3.66 | 2.75 | … | … | 23.11 | 5.50 | 3.80 | 3.72 | 4.27 | 4.25 | 3.93 | 4.05 | 4.07 | 1.28 |
Data as of 06/03/2026, Common starting date is 09/28/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USQIX (USQ Core Real Estate Fund -) |
-7.32%
Sep 2022 – Sep 2025 |
0.88%
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 |
|---|---|---|---|---|
| USQIX (USQ Core Real Estate Fund -) |
10.59%
Jul 2019 – Jul 2022 |
8.35%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart