Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QGASX (Quaker Small-Cap Growth Tact Allc A) | NA | 2.23% | 6.82% | 4.27% | NA | NA | NA | … | … |
Data as of 11/20/2014, Common starting date is 10/10/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QGASX (Quaker Small-Cap Growth Tact Allc A) | 10/10/2008 | 11/20/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.23 | 6.82 | 4.27 | NA | NA | NA | … | … | 1.84 | 15.77 | 2.52 | -5.04 | 1.59 | 18.59 | 7.15 |
| Sharpe Ratio | NA | 0.76 | 0.78 | 0.36 | NA | NA | NA | … | … | 0.94 | 1.68 | 0.23 | -0.34 | 0.10 | 0.92 | 0.80 |
| Standard Deviation(%) | NA | 2.91 | 8.42 | 11.67 | NA | NA | NA | … | … | 2.16 | 9.38 | 10.80 | 15.09 | 15.08 | 20.11 | 45.21 |
| Draw Down(%) | NA | 2.05 | 9.65 | 20.95 | NA | NA | NA | … | … | 2.05 | 4.77 | 9.65 | 17.87 | 20.13 | 20.32 | 18.03 |
| Yield(%) | 0.00 | 0.00 | 1.53 | 3.97 | 2.39 | 1.59 | 1.19 | … | … | 0.00 | 0.00 | 0.00 | 4.33 | 2.38 | 15.30 | 0.00 |
Data as of 11/20/2014, Common starting date is 10/10/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QGASX (Quaker Small-Cap Growth Tact Allc A) |
-2.41%
Apr 2010 – Apr 2013 |
4.23%
Sep 2009 – Sep 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QGASX (Quaker Small-Cap Growth Tact Allc A) |
11.53%
Feb 2009 – Feb 2012 |
10.29%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart