Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QMCVX (QUAKER MID CAP VALUE FUND CLASS A) | NA | -4.48% | 7.61% | 7.13% | 12.27% | 7.43% | NA | … | … |
Data as of 11/07/2018, Common starting date is 02/23/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QMCVX (QUAKER MID CAP VALUE FUND CLASS A) | 02/23/1999 | 11/07/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.48 | 7.61 | 7.13 | 12.27 | 7.43 | NA | … | … | -7.22 | 16.43 | 21.65 | -10.70 | 14.46 | 30.99 | 12.30 | -2.52 | 26.17 | 33.04 | -42.52 | 0.00 | 8.04 | 5.63 | 24.87 | 60.51 | -20.33 | 18.35 | 3.90 | 6.63 |
| Sharpe Ratio | NA | -0.44 | 0.48 | 0.49 | 0.60 | NA | NA | … | … | -0.71 | 1.73 | 1.31 | -0.67 | 1.11 | 2.32 | 0.75 | -0.09 | 1.29 | 1.09 | -1.06 | -0.17 | 0.33 | 0.26 | 1.63 | 3.09 | -0.75 | 0.85 | -0.01 | 0.31 |
| Standard Deviation(%) | NA | 12.93 | 13.59 | 13.79 | 20.17 | NA | NA | … | … | 13.57 | 9.19 | 16.33 | 16.08 | 13.06 | 13.33 | 16.44 | 28.50 | 20.25 | 30.19 | 41.02 | 17.51 | 14.31 | 13.29 | 14.71 | 19.36 | 28.60 | 19.27 | 19.97 | 14.46 |
| Draw Down(%) | NA | 12.08 | 17.76 | 25.27 | 26.11 | NA | NA | … | … | 12.08 | 5.25 | 12.30 | 17.45 | 10.68 | 6.41 | 14.18 | 26.11 | 15.93 | 25.11 | 56.36 | 15.63 | 13.15 | 12.90 | 10.62 | 16.32 | 44.76 | 21.31 | 13.09 | 15.37 |
| Yield(%) | 0.00 | 3.48 | 1.51 | 1.03 | 1.16 | 2.93 | 3.57 | … | … | 3.35 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.81 | 2.09 | 14.60 | 9.28 | 0.00 | 5.62 | 3.26 | 0.81 | 0.00 |
Data as of 11/07/2018, Common starting date is 02/23/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QMCVX (QUAKER MID CAP VALUE FUND CLASS A) |
-20.94%
Feb 2006 – Feb 2009 |
-8.01%
Feb 2004 – Feb 2009 |
2.33%
Jun 1999 – Jun 2009 |
6.97%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QMCVX (QUAKER MID CAP VALUE FUND CLASS A) |
34.40%
Feb 2003 – Feb 2006 |
24.05%
Feb 2009 – Feb 2014 |
11.96%
Oct 2008 – Oct 2018 |
11.34%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart