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Quaker Small-Cap Value I (QSVIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.00+0.19 (+1.13%)
At close: 09:02PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-7.41%
5-year average return-0.29%
Number of years up15
Number of years down7
Best 1-yr total return (26 Oct 2023)37.99%
Worst 1-yr total return (26 Oct 2023)N/A
Best 3-yr total return37.99%
Worst 3-yr total return-3.63%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnQSVIXCategory
YTD-7.41%26.79%
1-month-8.68%-1.77%
3-month-14.72%4.45%
1-year-6.67%71.02%
3-year6.46%9.35%
5-year-0.29%12.17%
10-year2.85%9.95%
Last bull market47.93%28.07%
Last bear market-16.22%-24.24%

Annual total return (%) history

Year
QSVIXCategory
2023
N/AN/A
2022
-17.81%N/A
2021
35.88%N/A
2020
-19.85%4.02%
2019
25.53%21.43%
2018
-6.81%-15.46%
2017
9.57%8.54%
2016
16.65%25.99%
2015
-3.36%-6.71%
2014
5.63%3.34%
2013
37.99%36.22%
2012
12.98%16.00%
2011
0.13%-4.45%
2010
25.57%26.17%
2009
21.16%31.32%
2008
-31.60%-32.24%
2007
-6.03%-6.08%
2006
16.85%16.27%
2005
10.20%6.40%
2004
20.73%21.14%
2003
50.74%42.38%
2002
-14.02%-10.12%
2001
8.57%15.92%
2000
N/A18.64%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20230.00%7.41%-5.44%N/A
2022-3.92%-16.22%-4.46%6.87%
202115.34%3.67%2.04%11.36%
2020-48.71%25.32%4.10%19.78%
201915.22%-0.10%4.08%4.78%
2018-1.42%5.17%2.16%-12.00%
20170.71%0.35%5.37%2.88%
2016-0.74%-1.35%7.27%11.05%
20153.98%0.80%-9.73%2.14%
20142.49%2.64%-5.06%5.76%
201313.38%2.32%7.98%10.15%
201212.29%-5.44%5.52%0.85%
201110.31%0.18%-21.98%16.14%
20106.47%-9.12%12.88%14.96%
2009-14.20%16.89%16.60%3.61%
2008-7.43%3.54%-6.28%-23.85%
20073.61%5.53%-6.75%-7.83%
200612.05%-3.73%-0.60%8.99%
2005-0.98%2.45%5.91%2.58%
20048.14%0.79%-1.41%12.35%
2003-1.29%23.96%7.42%14.67%
20028.90%-5.79%-17.29%1.32%
2001-2.05%12.90%-15.57%16.28%
20007.54%N/AN/AN/A

Rank in category (by total return)

YTD61
1-month52
3-month92
1-year87
3-year96
5-year99

Load adjusted returns

1-year8.54%
3-year10.75%
5-year0.08%
10-year4.33%