Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QQWZ | 14.77% | 31.54% | NA | NA | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 05/07/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QQWZ | 05/07/2025 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.25 | 31.54 | NA | NA | NA | NA | NA | … | … | 14.77 | 26.10 |
| Sharpe Ratio | NA | 1.97 | NA | NA | NA | NA | NA | … | … | 2.15 | 2.59 |
| Standard Deviation(%) | NA | 14.58 | NA | NA | NA | NA | NA | … | … | 14.11 | 15.45 |
| Draw Down(%) | NA | 7.80 | NA | NA | NA | NA | NA | … | … | 5.27 | 7.80 |
| Yield(%) | 0.24 | 0.74 | 0.28 | 0.17 | 0.08 | 0.06 | 0.04 | … | … | 0.54 | 0.14 |
Data as of 06/11/2026, Common starting date is 05/07/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QQWZ (QQWZ) |
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 |
|---|---|---|---|---|
| QQWZ (QQWZ) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart