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
QVOY (Ultimus Managers Trust – Q3 Active Rotation ETF) 15.32% 20.77% 10.42% NA NA NA NA
Data as of 06/16/2026, Common starting date is 12/07/2022
More Performance Analytics Comparison
Name Start Date End Date
QVOY (Ultimus Managers Trust – Q3 Active Rotation ETF) 12/07/2022 06/16/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022
Annualized Return (%) 2.38 20.77 10.42 NA NA NA NA 15.32 7.18 1.53 17.21 -0.53
Sharpe Ratio NA 0.94 0.48 NA NA NA NA 1.64 0.24 -0.15 1.07 -0.73
Standard Deviation(%) NA 18.83 16.14 NA NA NA NA 20.68 17.88 13.89 12.75 15.25
Draw Down(%) NA 9.38 17.06 NA NA NA NA 9.38 16.09 12.65 10.67 3.67
Yield(%) 0.00 0.64 5.61 3.73 1.87 1.24 0.93 0.00 0.66 10.08 6.63 0.46
Data as of 06/16/2026, Common starting date is 12/07/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
QVOY (Ultimus Managers Trust – Q3 Active Rotation ETF) 7.80%
Jan 2023 – Jan 2026
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
QVOY (Ultimus Managers Trust – Q3 Active Rotation ETF) 12.82%
May 2023 – May 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return