Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HAVGX (HAVERFORD QUALITY GROWTH STOCK FUND INSTITUTIONAL CLASS SHARES) | 2.09% | 15.14% | 12.57% | 5.66% | 9.88% | 9.86% | 7.36% | … | … |
Data as of 06/04/2026, Common starting date is 12/29/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HAVGX (HAVERFORD QUALITY GROWTH STOCK FUND INSTITUTIONAL CLASS SHARES) | 12/29/2004 | 06/04/2026 |
| 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.65 | 15.14 | 12.57 | 5.66 | 9.88 | 9.86 | 7.36 | … | … | 2.09 | 13.22 | 15.46 | 9.26 | -16.10 | 18.41 | 15.34 | 33.27 | -5.81 | 18.46 | 8.33 | -4.82 | 14.26 | 30.54 | 9.04 | 1.14 | 11.63 | 14.45 | -30.56 | 1.18 | 8.46 | -0.68 | -0.07 |
| Sharpe Ratio | NA | 1.48 | 0.80 | 0.22 | 0.49 | NA | NA | … | … | 0.35 | 0.67 | 1.21 | 0.50 | -0.81 | 1.39 | 0.43 | 2.50 | -0.43 | 2.78 | 0.66 | -0.32 | 1.29 | 2.83 | 0.71 | 0.05 | 0.73 | 0.60 | -0.89 | -0.14 | 0.57 | -0.33 | -6.88 |
| Standard Deviation(%) | NA | 9.73 | 12.13 | 14.71 | 17.07 | NA | NA | … | … | 10.95 | 15.40 | 9.78 | 11.31 | 21.80 | 13.22 | 34.78 | 12.73 | 16.71 | 6.43 | 12.32 | 15.17 | 11.04 | 10.77 | 12.76 | 22.60 | 15.77 | 24.09 | 35.13 | 14.42 | 8.81 | 8.88 | 1.42 |
| Draw Down(%) | NA | 8.90 | 15.94 | 24.20 | 34.50 | NA | NA | … | … | 8.90 | 15.28 | 5.03 | 12.54 | 21.65 | 5.45 | 34.50 | 6.69 | 20.40 | 2.77 | 8.27 | 14.00 | 6.27 | 5.52 | 11.73 | 19.54 | 14.81 | 28.37 | 39.43 | 6.67 | 6.04 | 6.12 | 0.10 |
| Yield(%) | 0.00 | 8.60 | 7.83 | 4.59 | 5.37 | 6.13 | 4.64 | … | … | 0.15 | 8.69 | 9.12 | 4.97 | 0.78 | 0.81 | 0.95 | 1.83 | 5.61 | 3.04 | 1.29 | 1.18 | 6.51 | 2.27 | 1.65 | 1.43 | 0.66 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.61 |
Data as of 06/04/2026, Common starting date is 12/29/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HAVGX (HAVERFORD QUALITY GROWTH STOCK FUND INSTITUTIONAL CLASS SHARES) |
-15.45%
Feb 2006 – Feb 2009 |
-3.69%
Jun 2005 – Jun 2010 |
3.89%
Jan 2006 – Jan 2016 |
4.72%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HAVGX (HAVERFORD QUALITY GROWTH STOCK FUND INSTITUTIONAL CLASS SHARES) |
22.10%
Dec 2018 – Dec 2021 |
18.39%
Feb 2009 – Feb 2014 |
13.61%
Sep 2011 – Sep 2021 |
11.69%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart