Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QAGIX (QUAKER STRATEGIC GROWTH FUND INSTITUTIONAL CLASS) | NA | 29.60% | 9.53% | 13.92% | 9.91% | 12.44% | 8.26% | … | … |
Data as of 03/08/2024, Common starting date is 11/30/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QAGIX (QUAKER STRATEGIC GROWTH FUND INSTITUTIONAL CLASS) | 11/30/2000 | 03/08/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 29.60 | 9.53 | 13.92 | 9.91 | 12.44 | 8.26 | … | … | 9.65 | 21.91 | -18.85 | 24.94 | 19.03 | 33.19 | -6.77 | 16.58 | 2.88 | 0.98 | 10.61 | 38.94 | 10.45 | -7.47 | 13.77 | 16.14 | -45.60 | 33.53 | 5.46 | 14.68 | 17.22 | 31.02 | -16.89 | -8.07 | -9.96 |
| Sharpe Ratio | NA | 1.91 | 0.42 | 0.58 | 0.49 | NA | NA | … | … | 4.66 | 1.26 | -0.83 | 1.81 | 0.56 | 2.48 | -0.47 | 2.16 | 0.19 | 0.06 | 0.74 | 2.93 | 0.80 | -0.32 | 0.76 | 0.68 | -1.23 | 1.65 | 0.21 | 1.20 | 1.49 | 1.97 | -1.74 | -1.65 | -1.68 |
| Standard Deviation(%) | NA | 13.52 | 17.87 | 21.31 | 18.14 | NA | NA | … | … | 12.90 | 14.12 | 24.37 | 13.73 | 33.60 | 12.83 | 17.29 | 7.42 | 14.17 | 16.39 | 14.38 | 13.28 | 13.14 | 23.20 | 17.88 | 23.73 | 37.80 | 18.55 | 10.30 | 10.44 | 10.94 | 15.37 | 10.35 | 6.41 | 45.99 |
| Draw Down(%) | NA | 12.01 | 25.21 | 34.96 | 34.96 | NA | NA | … | … | 2.13 | 12.01 | 25.21 | 5.15 | 34.96 | 7.25 | 21.55 | 3.54 | 14.66 | 15.53 | 9.36 | 7.26 | 11.76 | 21.22 | 16.33 | 15.93 | 55.37 | 13.06 | 11.19 | 6.83 | 8.56 | 9.92 | 19.32 | 9.19 | 12.35 |
| Yield(%) | 0.00 | 10.88 | 12.96 | 11.66 | 7.82 | 11.76 | 7.00 | … | … | 9.29 | 0.00 | 14.26 | 16.64 | 0.74 | 2.22 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 7.24 | 11.90 | 10.82 | 6.24 | 5.07 | 0.00 | 0.00 | 0.00 | 1.65 |
Data as of 03/08/2024, Common starting date is 11/30/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QAGIX (QUAKER STRATEGIC GROWTH FUND INSTITUTIONAL CLASS) |
-12.62%
Feb 2006 – Feb 2009 |
-6.12%
Oct 2007 – Oct 2012 |
2.09%
Sep 2001 – Sep 2011 |
4.75%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QAGIX (QUAKER STRATEGIC GROWTH FUND INSTITUTIONAL CLASS) |
25.59%
Dec 2018 – Dec 2021 |
20.18%
Feb 2003 – Feb 2008 |
14.36%
Sep 2011 – Sep 2021 |
12.11%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart