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
QRLGX 5.83% 20.08% NA NA NA NA NA
Data as of 06/16/2026, Common starting date is 06/24/2024
More Performance Analytics Comparison
Name Start Date End Date
QRLGX 06/24/2024 06/16/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024
Annualized Return (%) 1.17 20.08 NA NA NA NA NA 5.83 17.59 11.41
Sharpe Ratio NA 0.96 NA NA NA NA NA 0.44 0.69 1.05
Standard Deviation(%) NA 16.75 NA NA NA NA NA 18.71 21.45 18.56
Draw Down(%) NA 13.88 NA NA NA NA NA 12.99 23.04 11.06
Yield(%) 0.00 3.43 2.46 1.48 0.74 0.49 0.37 0.00 3.58 3.54
Data as of 06/16/2026, Common starting date is 06/24/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
QRLGX (QRLGX) 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
QRLGX (QRLGX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return