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.
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 38.57% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 21 |
| Number of Years Down | 6 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| QUAGX | Category Average | QUAGX | Category Average | QUAGX | Category Average | |
| Alpha | -2.2 | -0.01 | -1.35 | -0.01 | -2.78 | -0.01 |
| BETA | 0.98 | 0.01 | 1 | 0.01 | 1.01 | 0.01 |
| Mean Annual Return | 0.87 | 0.01 | 1.19 | 0.01 | 0.88 | 0.01 |
| R-squared | 93.42 | 0.94 | 95.02 | 0.95 | 92.49 | 0.95 |
| Standard Deviation | 17.87 | 0.17 | 18.9 | 0.19 | 15.95 | 0.15 |
| Sharpe Ratio | 0.43 | 0 | 0.64 | 0.01 | 0.57 | 0.01 |
| Treynor Ratio | 6.54 | 0.03 | 11.02 | 0.1 | 8.11 | 0.1 |
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