Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QMCCX (QUAKER MID CAP VALUE FUND CLASS C) | NA | 6.18% | 10.89% | 8.77% | 12.69% | 7.44% | NA | … | … |
Data as of 11/07/2018, Common starting date is 08/23/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QMCCX (QUAKER MID 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 | 6.18 | 10.89 | 8.77 | 12.69 | 7.44 | NA | … | … | 3.23 | 15.56 | 20.76 | -11.38 | 13.60 | 30.01 | 11.48 | -3.29 | 25.37 | 32.04 | -42.97 | -0.79 | 7.34 | 4.80 | 23.94 | 59.35 | -26.18 | 7.51 |
| Sharpe Ratio | NA | 0.42 | 0.74 | 0.61 | 0.62 | NA | NA | … | … | 0.21 | 1.63 | 1.25 | -0.71 | 1.04 | 2.24 | 0.70 | -0.12 | 1.26 | 1.06 | -1.07 | -0.22 | 0.28 | 0.20 | 1.56 | 3.02 | -0.94 | 0.89 |
| Standard Deviation(%) | NA | 11.70 | 13.27 | 13.65 | 20.25 | NA | NA | … | … | 12.10 | 9.20 | 16.33 | 16.05 | 13.08 | 13.38 | 16.45 | 28.50 | 20.11 | 30.22 | 41.04 | 17.49 | 14.30 | 13.31 | 14.77 | 19.44 | 29.17 | 25.36 |
| Draw Down(%) | NA | 10.08 | 17.89 | 25.73 | 26.34 | NA | NA | … | … | 10.08 | 5.38 | 12.32 | 17.76 | 10.74 | 6.51 | 14.33 | 26.34 | 16.08 | 25.29 | 56.54 | 15.83 | 13.33 | 13.03 | 10.71 | 16.30 | 45.53 | 19.22 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.46 | 2.11 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 4.07 | 2.21 | 15.21 | 9.57 | 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 |
|---|---|---|---|---|
| QMCCX (QUAKER MID CAP VALUE FUND CLASS C) |
-21.49%
Feb 2006 – Feb 2009 |
-8.67%
Feb 2004 – Feb 2009 |
2.34%
Jan 2006 – Jan 2016 |
6.15%
Mar 2002 – Mar 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QMCCX (QUAKER MID CAP VALUE FUND CLASS C) |
33.38%
Feb 2003 – Feb 2006 |
23.09%
Feb 2009 – Feb 2014 |
12.38%
Oct 2008 – Oct 2018 |
10.51%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart