Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QTWO (Q2 Holdings) | -38.96% | -49.86% | 15.61% | -15.46% | 4.89% | NA | NA | … | … |
Data as of 06/15/2026, Common starting date is 03/21/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QTWO (Q2 Holdings) | 03/21/2014 | 06/15/2026 |
| 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 (%) | -1.72 | -49.86 | 15.61 | -15.46 | 4.89 | NA | NA | … | … | -38.96 | -25.96 | 138.10 | 61.56 | -66.18 | -37.22 | 56.06 | 66.38 | 34.46 | 27.73 | 9.40 | 39.97 | 16.80 |
| Sharpe Ratio | NA | -1.20 | 0.29 | -0.36 | 0.07 | NA | NA | … | … | -1.42 | -0.67 | 3.42 | 1.09 | -1.03 | -0.97 | 1.01 | 1.94 | 1.03 | 1.02 | 0.21 | 1.00 | 0.41 |
| Standard Deviation(%) | NA | 44.23 | 42.01 | 50.05 | 44.32 | NA | NA | … | … | 48.85 | 43.77 | 38.98 | 52.88 | 65.43 | 38.36 | 55.01 | 33.92 | 32.25 | 26.69 | 43.20 | 39.84 | 53.02 |
| Draw Down(%) | NA | 54.53 | 60.92 | 80.69 | 85.77 | NA | NA | … | … | 39.97 | 42.29 | 11.28 | 41.67 | 69.95 | 50.95 | 43.64 | 29.24 | 32.80 | 16.59 | 36.14 | 20.71 | 40.72 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/15/2026, Common starting date is 03/21/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QTWO (Q2 Holdings) |
-32.41%
Apr 2020 – Apr 2023 |
-16.96%
Feb 2021 – Feb 2026 |
6.60%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QTWO (Q2 Holdings) |
50.86%
Dec 2017 – Dec 2020 |
43.77%
Apr 2014 – Apr 2019 |
19.01%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart