Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QUSVX (QUAKER SMALL CAP VALUE FUND CLASS A) | NA | -6.00% | 5.08% | 0.25% | 3.13% | 7.81% | 5.89% | … | … |
Data as of 11/10/2023, Common starting date is 12/30/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QUSVX (QUAKER SMALL CAP VALUE FUND CLASS A) | 12/30/1996 | 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 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.52 | -6.00 | 5.08 | 0.25 | 3.13 | 7.81 | 5.89 | … | … | -1.80 | -18.03 | 35.53 | -20.04 | 25.26 | -7.88 | 9.25 | 16.36 | -3.68 | 5.32 | 37.66 | 12.70 | -0.07 | 25.29 | 20.85 | -31.85 | -6.00 | 16.68 | 9.83 | 20.46 | 50.66 | -14.21 | 8.22 | 17.76 | 1.30 | 2.98 | 24.87 | 0.37 |
| Sharpe Ratio | NA | -0.56 | 0.18 | -0.05 | 0.11 | NA | NA | … | … | -0.34 | -0.79 | 2.20 | -0.43 | 2.11 | -0.68 | 0.74 | 0.92 | -0.23 | 0.36 | 2.72 | 0.81 | 0.00 | 1.09 | 0.67 | -0.81 | -0.48 | 0.84 | 0.50 | 1.22 | 2.85 | -0.65 | 0.29 | 0.67 | -0.17 | -0.02 | 1.34 | NA |
| Standard Deviation(%) | NA | 17.02 | 19.54 | 26.52 | 21.39 | NA | NA | … | … | 16.99 | 24.57 | 16.13 | 47.10 | 11.29 | 13.64 | 11.73 | 17.54 | 15.81 | 14.69 | 13.85 | 15.81 | 30.93 | 23.19 | 31.05 | 40.30 | 19.05 | 15.78 | 15.13 | 16.03 | 17.55 | 23.61 | 19.94 | 20.14 | 12.14 | 21.78 | 15.69 | 0.00 |
| Draw Down(%) | NA | 17.26 | 25.54 | 55.91 | 55.91 | NA | NA | … | … | 17.26 | 24.81 | 6.65 | 55.91 | 5.99 | 18.52 | 6.50 | 14.95 | 13.80 | 12.06 | 5.76 | 14.79 | 28.84 | 18.39 | 30.32 | 48.10 | 19.18 | 13.96 | 10.61 | 11.96 | 11.11 | 31.63 | 23.06 | 10.77 | 17.43 | 38.25 | 9.50 | 0.00 |
| Yield(%) | 0.00 | 0.77 | 0.76 | 2.29 | 6.42 | 9.71 | 7.29 | … | … | 0.00 | 0.65 | 0.00 | 1.01 | 8.67 | 25.52 | 15.34 | 0.00 | 7.48 | 5.63 | 0.34 | 0.13 | 0.00 | 0.00 | 0.00 | 0.06 | 17.10 | 11.63 | 15.65 | 10.38 | 0.51 | 6.24 | 5.54 | 5.05 | 3.20 | 0.00 | 0.04 | 0.07 |
Data as of 11/10/2023, Common starting date is 12/30/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QUSVX (QUAKER SMALL CAP VALUE FUND CLASS A) |
-17.77%
Feb 2006 – Feb 2009 |
-6.96%
Mar 2015 – Mar 2020 |
2.67%
Oct 2013 – Oct 2023 |
2.67%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QUSVX (QUAKER SMALL CAP VALUE FUND CLASS A) |
31.30%
Mar 2003 – Mar 2006 |
24.15%
Feb 2009 – Feb 2014 |
14.54%
Feb 2009 – Feb 2019 |
10.87%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart