Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QSVCX (QUAKER SMALL CAP VALUE FUND CLASS C) | NA | 7.52% | 7.84% | 7.07% | 11.44% | 7.34% | NA | … | … |
Data as of 11/07/2018, Common starting date is 08/23/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QSVCX (QUAKER SMALL CAP VALUE FUND CLASS C) | 08/23/2001 | 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 | 7.52 | 7.84 | 7.07 | 11.44 | 7.34 | NA | … | … | 5.08 | 8.51 | 15.47 | -4.34 | 4.57 | 36.60 | 11.90 | -0.85 | 24.32 | 19.91 | -32.28 | -6.96 | 15.72 | 9.12 | 19.49 | 49.33 | -21.18 | -3.29 |
| Sharpe Ratio | NA | 0.58 | 0.48 | 0.46 | 0.53 | NA | NA | … | … | 0.43 | 0.67 | 0.86 | -0.28 | 0.31 | 2.64 | 0.76 | -0.03 | 1.04 | 0.64 | -0.82 | -0.53 | 0.79 | 0.46 | 1.15 | 2.76 | -0.89 | -0.47 |
| Standard Deviation(%) | NA | 10.80 | 14.02 | 14.38 | 21.22 | NA | NA | … | … | 10.87 | 11.73 | 17.59 | 15.83 | 14.71 | 13.86 | 15.76 | 30.92 | 23.19 | 30.98 | 40.22 | 19.05 | 15.78 | 15.16 | 16.14 | 17.60 | 25.11 | 23.12 |
| Draw Down(%) | NA | 8.60 | 20.40 | 24.50 | 30.34 | NA | NA | … | … | 8.60 | 6.75 | 15.05 | 13.93 | 12.26 | 5.81 | 14.87 | 28.95 | 18.55 | 30.34 | 48.22 | 19.41 | 13.99 | 10.68 | 12.22 | 11.23 | 31.91 | 19.12 |
| Yield(%) | 0.00 | 18.17 | 9.39 | 7.34 | 7.70 | 6.92 | 5.77 | … | … | 0.00 | 19.12 | 0.00 | 9.02 | 6.67 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.06 | 18.82 | 12.57 | 16.61 | 10.87 | 0.00 | 0.00 | 0.00 |
Data as of 11/07/2018, Common starting date is 08/23/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QSVCX (QUAKER SMALL CAP VALUE FUND CLASS C) |
-18.45%
Feb 2006 – Feb 2009 |
-6.50%
Feb 2004 – Feb 2009 |
3.40%
Jan 2006 – Jan 2016 |
6.73%
May 2002 – May 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QSVCX (QUAKER SMALL CAP VALUE FUND CLASS C) |
30.27%
Mar 2003 – Mar 2006 |
23.22%
Feb 2009 – Feb 2014 |
10.82%
Oct 2008 – Oct 2018 |
10.02%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart