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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
QUAGX (QUAKER STRATEGIC GROWTH FUND CLASS A) NA 29.33% 9.28% 13.65% 9.65% 12.18% 8.00% 9.92%
Data as of 03/08/2024, AR inception is 08/28/1998
More Performance Analytics Comparison
Name Start Date End Date
QUAGX (QUAKER STRATEGIC GROWTH FUND CLASS A) 08/28/1998 03/08/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr 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 1999 1998
Annualized Return (%) 0.00 29.33 9.28 13.65 9.65 12.18 8.00 9.92 9.60 21.64 -19.03 24.62 18.72 32.85 -6.98 16.32 2.61 0.71 10.35 38.57 10.25 -7.64 13.52 15.92 -45.76 33.16 5.20 14.45 16.87 30.76 -17.09 -8.06 15.48 62.88 14.84
Sharpe Ratio NA 1.89 0.40 0.57 0.48 NA NA 0.46 4.63 1.24 -0.84 1.80 0.55 2.45 -0.48 2.13 0.17 0.04 0.72 2.91 0.78 -0.33 0.75 0.67 -1.23 1.64 0.19 1.18 1.47 1.96 -1.75 -1.65 0.68 2.50 2.94
Standard Deviation(%) NA 13.56 17.87 21.31 18.14 NA NA 18.31 12.92 14.16 24.36 13.68 33.61 12.84 17.31 7.42 14.16 16.41 14.37 13.22 13.11 23.22 17.91 23.65 37.76 18.52 10.28 10.45 10.86 15.36 10.39 6.41 16.84 23.88 15.97
Draw Down(%) NA 12.07 25.35 34.99 34.99 NA NA 57.36 2.16 12.07 25.35 5.17 34.99 7.30 21.62 3.56 14.69 15.58 9.36 7.32 11.85 21.23 16.41 15.94 55.43 13.26 11.20 6.83 8.58 9.96 19.47 9.18 17.78 15.95 5.59
Yield(%) 0.00 11.84 13.69 12.24 8.11 12.07 7.04 11.84 10.12 0.00 15.23 17.57 0.78 2.33 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 7.37 12.08 10.68 6.30 5.10 0.00 0.00 0.22 14.76 12.85 0.21
Data as of 03/08/2024, AR inception is 08/28/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
QUAGX (QUAKER STRATEGIC GROWTH FUND CLASS A) -12.85%
Feb 2006 - Feb 2009
-6.34%
Oct 2007 - Oct 2012
0.18%
Aug 2000 - Aug 2010
4.40%
Sep 2000 - Sep 2015
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
QUAGX (QUAKER STRATEGIC GROWTH FUND CLASS A) 28.22%
Sep 1998 - Sep 2001
19.89%
Feb 2003 - Feb 2008
14.08%
Sep 2011 - Sep 2021
11.85%
Feb 2009 - Feb 2024
Annualized Rolling Returns Comparison Chart