Performance Comparison
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