25
ValueAvoid
Quantum Value
Quantum · Direct–Growth · rank #20 of 21 by Smart Score
Trailing returns
1 Year
-3.8%
-4.3% vs index
3 Years
12.1%
-0.1% vs index
5 Years
11.3%
-0.6% vs index
Since launch
13.3%
Year-by-year performance
2021
+25.5%-5.1% vs index
2022
+7.1%+3.3% vs index
2023
+27.6%+1.1% vs index
2024
+22.7%+7.1% vs index
2025
+4.6%-3.0% vs index
2026
-5.3%-3.6% vs index
Why this score
Quantum Value scores 25/100 — #20 of 21 Value fund (Avoid). It stands out for volatility — beating 93% of peers on volatility. The main drag is its 5y return (better than only 3% of peers).
Each bar shows the fund's percentile vs Value peers — a longer bar beats more of the category.
5Y return11.29% · 3rd percentile in category
3Y return12.13% · 8th percentile in category
Volatility12.28 · 93rd percentile in category
Sharpe ratio0.46 · 14th percentile in category
Alpha-0.26 · 17th percentile in category
Sortino ratio0.64 · 20th percentile in category