Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QMVIX (QUAKER MID CAP VALUE FUND INSTITUTIONAL CLASS) | NA | -4.21% | 7.87% | 7.40% | 12.56% | 7.71% | NA | … | … |
Data as of 11/07/2018, Common starting date is 03/08/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QMVIX (QUAKER MID CAP VALUE FUND INSTITUTIONAL CLASS) | 03/08/2001 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.21 | 7.87 | 7.40 | 12.56 | 7.71 | NA | … | … | -7.02 | 16.72 | 21.94 | -10.44 | 14.71 | 31.34 | 12.61 | -2.30 | 26.68 | 33.30 | -42.40 | 0.30 | 8.31 | 5.88 | 25.23 | 61.00 | -25.37 | 7.99 |
| Sharpe Ratio | NA | -0.42 | 0.50 | 0.51 | 0.61 | NA | NA | … | … | -0.69 | 1.75 | 1.32 | -0.65 | 1.13 | 2.35 | 0.77 | -0.08 | 1.32 | 1.10 | -1.05 | -0.16 | 0.35 | 0.28 | 1.65 | 3.10 | -0.91 | 0.39 |
| Standard Deviation(%) | NA | 12.93 | 13.60 | 13.79 | 20.17 | NA | NA | … | … | 13.56 | 9.23 | 16.34 | 16.07 | 13.05 | 13.33 | 16.42 | 28.49 | 20.22 | 30.13 | 41.07 | 17.48 | 14.29 | 13.27 | 14.72 | 19.47 | 29.06 | 20.22 |
| Draw Down(%) | NA | 12.02 | 17.68 | 25.08 | 26.05 | NA | NA | … | … | 12.02 | 5.21 | 12.26 | 17.33 | 10.65 | 6.43 | 14.13 | 26.05 | 15.87 | 25.05 | 56.35 | 15.53 | 13.08 | 12.84 | 10.59 | 16.26 | 45.28 | 21.27 |
| Yield(%) | 0.00 | 3.29 | 1.44 | 0.98 | 1.13 | 2.89 | 2.55 | … | … | 3.17 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.07 | 0.00 | 0.00 | 3.71 | 2.04 | 14.35 | 9.16 | 0.00 | 0.00 | 0.00 |
Data as of 11/07/2018, Common starting date is 03/08/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QMVIX (QUAKER MID CAP VALUE FUND INSTITUTIONAL CLASS) |
-20.72%
Feb 2006 – Feb 2009 |
-7.76%
Feb 2004 – Feb 2009 |
3.37%
Jan 2006 – Jan 2016 |
7.24%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QMVIX (QUAKER MID CAP VALUE FUND INSTITUTIONAL CLASS) |
34.73%
Feb 2003 – Feb 2006 |
24.36%
Feb 2009 – Feb 2014 |
12.25%
Oct 2008 – Oct 2018 |
11.62%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart