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
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 37.66% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 18 |
| Number of Years Down | 8 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| QUSVX | Category Average | QUSVX | Category Average | QUSVX | Category Average | |
| Alpha | 0.82 | -0.12 | -9.03 | -0.08 | -7.66 | -0.07 |
| BETA | 0.98 | 0.01 | 1.18 | 0.01 | 1.15 | 0.01 |
| Mean Annual Return | 0.99 | 0.01 | 0.33 | 0.01 | 0.54 | 0.01 |
| R-squared | 78.23 | 0.78 | 70.02 | 0.72 | 67.94 | 0.73 |
| Standard Deviation | 19.59 | 0.28 | 26.85 | 0.23 | 20.92 | 0.2 |
| Sharpe Ratio | 0.5 | 0 | 0.08 | 0.01 | 0.25 | 0.01 |
| Treynor Ratio | 8.63 | 0.06 | -1.7 | 0.09 | 2.49 | 0.08 |
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