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
QALT 4.96% NA NA NA NA NA NA
Data as of 06/10/2026, Common starting date is 08/25/2025
More Performance Analytics Comparison
Name Start Date End Date
QALT 08/25/2025 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -1.18 NA NA NA NA NA NA 4.96 4.91
Sharpe Ratio NA NA NA NA NA NA NA 1.28 1.63
Standard Deviation(%) NA NA NA NA NA NA NA 7.95 7.31
Draw Down(%) NA NA NA NA NA NA NA 4.86 2.94
Yield(%) 0.00 5.74 1.91 1.15 0.57 0.38 0.29 0.61 5.13
Data as of 06/10/2026, Common starting date is 08/25/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
QALT (QALT) 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
QALT (QALT) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return