Nasdaq - Delayed Quote USD
Quaker Investment Trust - CCM Core Impact Equity Fund (QUAGX)
37.17
+0.10
+(0.27%)
As of February 27 at 8:06:26 AM EST. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 9.37% |
| 5y Average Return | 13.50% |
| Number of Years Up | 21 |
| Number of Years Down | 6 |
| Best 1Y Total Return (Mar 8, 2024) | 38.57% |
| Worst 1Y Total Return (Mar 8, 2024) | -- |
| Best 3Y Total Return | 38.57% |
| Worst 3Y Total Return | 3.55% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
QUAGX
Category
- YTD
- 9.37%
- 5.31%
- 1-Month
- 6.66%
- -4.19%
- 3-Month
- 15.61%
- 3.90%
- 1-Year
- 28.61%
- 20.31%
- 3-Year
- 9.21%
- 6.48%
- 5-Year
- 13.18%
- 11.78%
- 10-Year
- 9.65%
- 10.96%
- Last Bull Market
- 37.28%
- 25.56%
- Last Bear Market
- -15.69%
- -15.11%
Annual Total Return (%) History
Year
QUAGX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2023 | 2.40% | 10.53% | -3.27% | 11.07% |
| 2022 | -4.76% | -15.69% | -5.82% | 6.61% |
| 2021 | 6.73% | 7.65% | 0.52% | 7.92% |
| 2020 | -22.16% | 21.97% | 11.33% | 12.30% |
| 2019 | 15.72% | 3.76% | 1.34% | 9.18% |
| 2018 | -0.39% | 4.42% | 5.73% | -15.42% |
| 2017 | 3.72% | 1.98% | 3.95% | 5.80% |
| 2016 | -6.70% | -0.63% | 6.26% | 4.15% |
| 2015 | 1.65% | 2.47% | -9.30% | 6.60% |
| 2014 | -0.30% | 5.04% | 1.57% | 3.74% |
| 2013 | 12.84% | 2.66% | 9.79% | 8.96% |
| 2012 | 13.10% | -5.67% | 2.73% | 0.60% |
| 2011 | 3.05% | -2.02% | -15.85% | 8.70% |
| 2010 | 5.34% | -12.24% | 8.93% | 12.74% |
| 2009 | -7.40% | 7.03% | 14.19% | 2.41% |
| 2008 | -7.13% | 14.39% | -30.69% | -26.66% |
| 2007 | 2.61% | 12.72% | 6.89% | 7.63% |
| 2006 | 5.18% | -2.58% | -1.99% | 4.69% |
| 2005 | 1.98% | 1.17% | 8.16% | 2.56% |
| 2004 | 5.19% | 1.12% | -1.06% | 11.05% |
| 2003 | -4.70% | 17.48% | 3.00% | 13.40% |
| 2002 | -4.34% | -6.69% | -4.99% | -2.23% |
| 2001 | -3.68% | -0.90% | -1.50% | -2.21% |
| 2000 | 18.46% | -2.03% | 2.30% | -2.73% |
| 1999 | 19.94% | 9.79% | 10.14% | 35.82% |
| 1998 | 13.17% | 1.35% | -5.34% | 19.89% |
| 1997 | 1.06% | 7.79% | 16.02% | -4.80% |
Rank in Category (By Total Return)
| YTD | 6 |
| 1-Month | 8 |
| 3-Month | 6 |
| 1-Year | 45 |
| 3-Year | 76 |
| 5-Year | 59 |
Load Adjusted Returns
| 1-Year | 28.61% |
| 3-Year | 9.21% |
| 5-Year | 13.18% |
| 10-Year | 9.65% |
Performance & Risk
| YTD Return | 9.37% |
| 5y Average Return | 13.50% |
| Rank in Category (ytd) | 6 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.98 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | Community Capital Management |
| Net Assets | 72.83M |
| YTD Return | 9.37% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Nov 25, 1996 |
Fund Summary
Under normal circumstances,the fund will invest at least 80% of its assets, plus the amount of any borrowings for investment purposes, in equity securities, principally in the common stocks of large companies that its adviser, the Adviser expects to demonstrate the long term ability to compound earnings at higher rates than the broader market, regardless of industry. It is managed independent of any index sector weightings. The adviser anticipates most of the fund investments will be in U.S. based companies although the fund has the ability to invest internationally as well.
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