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
XQQI 8.87% NA NA NA NA NA NA
Data as of 06/10/2026, Common starting date is 02/02/2026
More Performance Analytics Comparison
Name Start Date End Date
XQQI 02/02/2026 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD
Annualized Return (%) -8.09 NA NA NA NA NA NA 8.87
Sharpe Ratio NA NA NA NA NA NA NA 1.14
Standard Deviation(%) NA NA NA NA NA NA NA 24.33
Draw Down(%) NA NA NA NA NA NA NA 13.20
Yield(%) 1.73 8.42 2.81 1.68 0.84 0.56 0.42 8.42
Data as of 06/10/2026, Common starting date is 02/02/2026
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XQQI (XQQI) 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
XQQI (XQQI) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return