Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| USQSX (USQ Core Real Estate Fund -S) | NA | 1.18% | -6.13% | 1.38% | NA | NA | NA | … | … |
Data as of 12/12/2025, Common starting date is 09/28/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USQSX (USQ Core Real Estate Fund -S) | 09/28/2017 | 12/12/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.05 | 1.18 | -6.13 | 1.38 | NA | NA | NA | … | … | -1.13 | -4.23 | -12.63 | 5.82 | 19.58 | 0.24 | 4.08 | 6.33 | 1.64 |
| Sharpe Ratio | NA | -2.49 | -8.34 | -0.86 | NA | NA | NA | … | … | -2.61 | -15.83 | -16.31 | 2.73 | 10.86 | 0.00 | 4.98 | 5.06 | 9.54 |
| Standard Deviation(%) | NA | 1.54 | 1.22 | 1.55 | NA | NA | NA | … | … | 1.57 | 0.68 | 1.04 | 1.63 | 1.80 | 0.61 | 0.54 | 0.99 | 0.61 |
| Draw Down(%) | NA | 1.94 | 19.34 | 21.92 | NA | NA | NA | … | … | 1.94 | 4.75 | 12.63 | 5.18 | 0.08 | 1.96 | 0.35 | 0.64 | 0.16 |
| Yield(%) | 0.00 | 3.91 | 3.27 | 4.12 | 3.31 | 2.20 | 1.65 | … | … | 2.99 | 3.68 | 3.71 | 4.26 | 4.24 | 3.93 | 4.05 | 4.07 | 1.28 |
Data as of 12/12/2025, 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 |
|---|---|---|---|---|
| USQSX (USQ Core Real Estate Fund -S) |
-7.23%
Sep 2022 – Sep 2025 |
1.03%
Feb 2020 – Feb 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USQSX (USQ Core Real Estate Fund -S) |
10.63%
Jul 2019 – Jul 2022 |
8.39%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart