Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TEMQX (Mutual Quest Fund Class) | 4.85% | 14.17% | 13.45% | 5.81% | 5.19% | 5.52% | 5.20% | … | … |
Data as of 06/08/2026, Common starting date is 12/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TEMQX (Mutual Quest Fund Class) | 12/20/1996 | 06/08/2026 |
| 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.66 | 14.17 | 13.45 | 5.81 | 5.19 | 5.52 | 5.20 | … | … | 4.85 | 16.50 | 7.80 | 9.42 | -7.87 | 10.42 | -2.83 | 11.26 | -8.17 | 5.25 | 15.10 | -7.45 | 4.77 | 24.79 | 11.45 | -2.85 | 9.28 | 19.39 | -26.05 | 8.12 | 18.16 | 10.08 | 15.52 | 29.16 | -13.53 | 7.16 | 13.11 | 12.54 | -0.58 | 23.66 | -3.84 |
| Sharpe Ratio | NA | 1.29 | 1.03 | 0.29 | 0.31 | NA | NA | … | … | 0.81 | 1.16 | 0.47 | 0.56 | -0.61 | 1.28 | -0.14 | 1.25 | -1.04 | 0.97 | 1.72 | -0.85 | 0.21 | 3.51 | 1.34 | -0.19 | 0.75 | 1.87 | -1.59 | 0.54 | 1.91 | 1.27 | 2.03 | 3.84 | -1.15 | 0.37 | 0.69 | 0.91 | -0.28 | 2.09 | -2.60 |
| Standard Deviation(%) | NA | 9.85 | 10.26 | 11.51 | 11.74 | NA | NA | … | … | 11.52 | 11.81 | 8.80 | 10.44 | 15.43 | 8.10 | 22.21 | 7.82 | 9.20 | 4.77 | 8.63 | 8.81 | 22.25 | 7.05 | 8.58 | 15.05 | 12.22 | 10.33 | 16.90 | 9.23 | 7.74 | 6.17 | 7.16 | 7.41 | 12.77 | 13.09 | 12.94 | 10.10 | 14.37 | 9.53 | 32.61 |
| Draw Down(%) | NA | 8.53 | 10.74 | 20.42 | 30.97 | NA | NA | … | … | 8.53 | 10.74 | 5.36 | 11.13 | 20.42 | 5.39 | 30.66 | 6.84 | 15.23 | 3.54 | 8.66 | 14.09 | 17.40 | 4.26 | 8.34 | 16.50 | 11.19 | 10.04 | 30.86 | 8.25 | 7.52 | 4.77 | 6.81 | 8.65 | 23.62 | 15.37 | 9.01 | 12.40 | 27.38 | 6.36 | 4.73 |
| Yield(%) | 0.00 | 3.43 | 4.13 | 2.90 | 3.91 | 5.07 | 4.90 | … | … | 0.00 | 3.68 | 4.17 | 3.77 | 2.38 | 1.49 | 2.37 | 2.62 | 9.74 | 3.04 | 8.13 | 3.30 | 13.60 | 14.71 | 9.65 | 5.22 | 6.64 | 1.34 | 7.15 | 8.30 | 7.56 | 8.68 | 6.37 | 1.16 | 2.01 | 7.98 | 14.21 | 9.64 | 8.89 | 11.93 | 2.27 |
Data as of 06/08/2026, Common starting date is 12/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEMQX (Mutual Quest Fund Class) |
-6.71%
Jun 2007 – Jun 2010 |
-2.84%
Mar 2015 – Mar 2020 |
1.89%
Oct 2013 – Oct 2023 |
2.23%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEMQX (Mutual Quest Fund Class) |
22.05%
Mar 2003 – Mar 2006 |
16.76%
Oct 2002 – Oct 2007 |
11.25%
Apr 1997 – Apr 2007 |
8.45%
Sep 1998 – Sep 2013 |
Annualized Rolling Returns Comparison Chart