Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QEFA (SPDR® MSCI EAFE StrategicFactors ETF) | 8.40% | 17.01% | 15.16% | 7.76% | 9.19% | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 06/06/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QEFA (SPDR® MSCI EAFE StrategicFactors ETF) | 06/06/2014 | 06/12/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.47 | 17.01 | 15.16 | 7.76 | 9.19 | NA | NA | … | … | 8.40 | 29.25 | 2.27 | 17.40 | -14.02 | 12.50 | 6.76 | 21.91 | -10.39 | 24.03 | -0.27 | 1.99 | -7.52 |
| Sharpe Ratio | NA | 1.02 | 0.84 | 0.33 | 0.43 | NA | NA | … | … | 0.74 | 1.80 | -0.12 | 1.11 | -0.77 | 1.07 | 0.21 | 2.05 | -0.88 | 3.00 | -0.03 | 0.12 | -1.04 |
| Standard Deviation(%) | NA | 12.86 | 13.42 | 14.76 | 16.11 | NA | NA | … | … | 15.59 | 14.70 | 11.68 | 12.44 | 20.26 | 11.70 | 30.74 | 9.97 | 13.41 | 7.83 | 16.32 | 16.36 | 12.33 |
| Draw Down(%) | NA | 9.58 | 12.23 | 28.08 | 31.71 | NA | NA | … | … | 9.58 | 12.23 | 9.94 | 10.30 | 27.14 | 6.81 | 31.71 | 6.12 | 18.16 | 2.39 | 10.84 | 13.08 | 12.52 |
| Yield(%) | 0.00 | 3.21 | 3.58 | 2.97 | 3.75 | 2.46 | 1.84 | … | … | 1.64 | 3.91 | 3.17 | 3.15 | 2.51 | 2.59 | 1.89 | 3.50 | 2.78 | 2.82 | 2.02 | 2.95 | 1.04 |
Data as of 06/12/2026, Common starting date is 06/06/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QEFA (SPDR® MSCI EAFE StrategicFactors ETF) |
-1.54%
Sep 2019 – Sep 2022 |
0.07%
Sep 2017 – Sep 2022 |
5.30%
Jul 2014 – Jul 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QEFA (SPDR® MSCI EAFE StrategicFactors ETF) |
19.86%
Sep 2022 – Sep 2025 |
11.17%
Oct 2020 – Oct 2025 |
9.84%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart