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
QBY -29.35% NA NA NA NA NA NA
Data as of 06/10/2026, Common starting date is 11/25/2025
More Performance Analytics Comparison
Name Start Date End Date
QBY 11/25/2025 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -2.88 NA NA NA NA NA NA -29.35 -8.91
Sharpe Ratio NA NA NA NA NA NA NA -1.78 -1.66
Standard Deviation(%) NA NA NA NA NA NA NA 32.06 39.21
Draw Down(%) NA NA NA NA NA NA NA 37.41 10.08
Yield(%) 1.90 36.67 12.22 7.33 3.67 2.44 1.83 30.59 12.01
Data as of 06/10/2026, Common starting date is 11/25/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
QBY (QBY) 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
QBY (QBY) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return