Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QSVIX (QUAKER SMALL CAP VALUE FUND INSTITUTIONAL CLASS) | NA | -5.73% | 5.37% | 0.51% | 3.40% | 8.08% | 6.14% | … | … |
Data as of 11/10/2023, Common starting date is 08/06/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QSVIX (QUAKER SMALL CAP VALUE FUND INSTITUTIONAL CLASS) | 08/06/2001 | 11/10/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.47 | -5.73 | 5.37 | 0.51 | 3.40 | 8.08 | 6.14 | … | … | -1.56 | -17.80 | 35.88 | -19.83 | 25.56 | -7.57 | 9.52 | 16.65 | -3.44 | 5.62 | 37.99 | 12.98 | 0.13 | 25.57 | 21.17 | -31.60 | -5.81 | 16.85 | 10.20 | 20.73 | 50.47 | -20.07 | -2.80 |
| Sharpe Ratio | NA | -0.58 | 0.19 | -0.04 | 0.12 | NA | NA | … | … | -0.36 | -0.79 | 2.22 | -0.42 | 2.14 | -0.65 | 0.76 | 0.94 | -0.22 | 0.38 | 2.73 | 0.82 | 0.00 | 1.10 | 0.68 | -0.80 | -0.46 | 0.86 | 0.53 | 1.23 | 2.84 | -0.85 | -0.40 |
| Standard Deviation(%) | NA | 17.02 | 19.54 | 26.54 | 21.41 | NA | NA | … | … | 17.00 | 24.53 | 16.16 | 47.17 | 11.28 | 13.64 | 11.75 | 17.53 | 15.80 | 14.68 | 13.90 | 15.80 | 30.96 | 23.20 | 31.05 | 40.30 | 19.09 | 15.79 | 15.16 | 16.14 | 17.55 | 24.98 | 21.85 |
| Draw Down(%) | NA | 17.07 | 25.18 | 55.89 | 55.89 | NA | NA | … | … | 17.07 | 24.63 | 6.64 | 55.89 | 5.94 | 18.34 | 6.42 | 14.94 | 13.72 | 12.00 | 5.72 | 14.73 | 28.84 | 18.39 | 30.23 | 48.03 | 19.07 | 13.90 | 10.57 | 11.94 | 11.12 | 31.56 | 19.69 |
| Yield(%) | 0.00 | 0.71 | 0.78 | 2.21 | 6.22 | 9.53 | 7.27 | … | … | 0.00 | 0.61 | 0.00 | 1.10 | 8.33 | 23.91 | 14.54 | 0.00 | 7.15 | 5.41 | 0.47 | 0.42 | 0.00 | 0.00 | 0.11 | 0.05 | 16.74 | 11.43 | 15.47 | 10.29 | 0.00 | 0.00 | 0.00 |
Data as of 11/10/2023, Common starting date is 08/06/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QSVIX (QUAKER SMALL CAP VALUE FUND INSTITUTIONAL CLASS) |
-17.59%
Feb 2006 – Feb 2009 |
-6.72%
Mar 2015 – Mar 2020 |
2.94%
Oct 2013 – Oct 2023 |
2.93%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QSVIX (QUAKER SMALL CAP VALUE FUND INSTITUTIONAL CLASS) |
31.47%
Mar 2003 – Mar 2006 |
24.47%
Feb 2009 – Feb 2014 |
14.85%
Feb 2009 – Feb 2019 |
11.12%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart