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Nasdaq - Delayed Quote USD

Quaker Investment Trust - CCM Small/Mid-Cap Impact Value Fund (QUSVX)

15.29
+0.16
+(1.06%)
At close: November 10 at 8:02:39 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return -7.58%
5y Average Return -0.54%
Number of Years Up 18
Number of Years Down 8
Best 1Y Total Return (Oct 27, 2023) 37.66%
Worst 1Y Total Return (Oct 27, 2023) --
Best 3Y Total Return 37.66%
Worst 3Y Total Return -3.88%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
QUSVX
Category
YTD
-7.58%
26.79%
1-Month
-8.69%
-1.77%
3-Month
-14.80%
4.45%
1-Year
-6.89%
71.02%
3-Year
6.19%
9.35%
5-Year
-0.54%
12.17%
10-Year
2.59%
9.95%
Last Bull Market
47.70%
28.07%
Last Bear Market
-16.27%
-24.24%

Annual Total Return (%) History

Year
QUSVX
Category
2023
--
--
2022
-18.04%
--
2021
35.53%
--
2020
-20.05%
4.02%
2019
25.23%
21.43%
2018
-7.05%
-15.46%
2017
9.30%
8.54%
2016
16.36%
25.99%

2015
-3.60%
-6.71%
2014
5.34%
3.34%
2013
37.66%
36.22%
2012
12.70%
16.00%
2011
-0.07%
-4.45%
2010
25.29%
26.17%
2009
20.85%
31.32%
2008
-31.85%
-32.24%
2007
-6.21%
-6.08%
2006
16.60%
16.27%
2005
9.91%
6.40%
2004
20.46%
21.14%
2003
50.39%
42.38%
2002
-14.21%
-10.12%
2001
8.22%
15.92%
2000
17.75%
18.64%
1999
1.30%
6.78%
1998
5.15%
-6.93%
1997
41.50%
27.89%

Past Quarterly Returns

YearQ1Q2Q3Q4
2023 -0.06% 7.33% -5.45% --
2022 -4.02% -16.27% -4.48% 6.77%
2021 15.22% 3.69% 1.95% 11.27%
2020 -48.72% 25.16% 4.09% 19.66%
2019 15.17% -0.23% 4.08% 4.71%
2018 -1.47% 5.07% 2.11% -12.06%
2017 0.67% 0.29% 5.30% 2.81%
2016 -0.83% -1.37% 7.22% 10.96%
2015 3.94% 0.71% -9.77% 2.06%
2014 2.42% 2.58% -5.15% 5.70%

2013 13.31% 2.20% 7.95% 10.12%
2012 12.24% -5.54% 5.49% 0.77%
2011 10.23% 0.24% -22.08% 16.07%
2010 6.45% -9.21% 12.82% 14.90%
2009 -14.27% 16.88% 16.57% 3.47%
2008 -7.51% 3.43% -6.27% -23.99%
2007 3.53% 5.50% -6.86% -7.81%
2006 11.98% -3.80% -0.62% 8.90%
2005 -0.99% 2.38% 5.83% 2.46%
2004 8.10% 0.58% -1.32% 12.27%
2003 -1.38% 23.97% 7.41% 14.53%
2002 8.87% -5.81% -17.30% 1.16%
2001 -2.12% 12.77% -15.61% 16.18%
2000 -1.20% 1.45% 9.31% 7.47%
1999 -14.93% 17.74% -7.73% 9.61%
1998 11.35% -2.53% -18.19% 18.43%
1997 0.60% 20.14% 18.15% -0.91%

Rank in Category (By Total Return)

YTD 62
1-Month 53
3-Month 92
1-Year 88
3-Year 96
5-Year 99

Load Adjusted Returns

1-Year 8.28%
3-Year 10.46%
5-Year -0.16%
10-Year 4.07%

Performance & Risk

YTD Return -7.58%
5y Average Return -0.54%
Rank in Category (ytd) 62
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Fund Overview

Category Small Value
Fund Family Community Capital Management
Net Assets 19.93M
YTD Return -7.58%
Yield 0.80%
Morningstar Rating
Inception Date Sep 12, 2000

Fund Summary

The fund will invest at least 80% of its assets, plus the amount of any borrowings for investment purposes, in the securities of small- and mid-capitalization U.S. companies. The fund invests in companies that may have positive impact attributes or specific impact characteristics and maintain neutral posture toward ESG related risk. The adviser uses an internally developed investment process to seek to develop a fully integrated portfolio of securities that includes ESG factors that can deliver strong financial performance while simultaneously having positive, long-term economic and sustainable impact.

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