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Quaker Small-Cap Value A (QUSVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.29+0.16 (+1.06%)
As of 09:02PM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-7.58%
5-year average return-0.54%
Number of years up18
Number of years down8
Best 1-yr total return (26 Oct 2023)37.66%
Worst 1-yr total return (26 Oct 2023)N/A
Best 3-yr total return37.66%
Worst 3-yr total return-3.88%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnQUSVXCategory
YTD-7.58%26.79%
1-month-8.69%-1.77%
3-month-14.80%4.45%
1-year-6.89%71.02%
3-year6.19%9.35%
5-year-0.54%12.17%
10-year2.59%9.95%
Last bull market47.70%28.07%
Last bear market-16.27%-24.24%

Annual total return (%) history

Year
QUSVXCategory
2023
N/AN/A
2022
-18.04%N/A
2021
35.53%N/A
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%N/A
2022-4.02%-16.27%-4.48%6.77%
202115.22%3.69%1.95%11.27%
2020-48.72%25.16%4.09%19.66%
201915.17%-0.23%4.08%4.71%
2018-1.47%5.07%2.11%-12.06%
20170.67%0.29%5.30%2.81%
2016-0.83%-1.37%7.22%10.96%
20153.94%0.71%-9.77%2.06%
20142.42%2.58%-5.15%5.70%
201313.31%2.20%7.95%10.12%
201212.24%-5.54%5.49%0.77%
201110.23%0.24%-22.08%16.07%
20106.45%-9.21%12.82%14.90%
2009-14.27%16.88%16.57%3.47%
2008-7.51%3.43%-6.27%-23.99%
20073.53%5.50%-6.86%-7.81%
200611.98%-3.80%-0.62%8.90%
2005-0.99%2.38%5.83%2.46%
20048.10%0.58%-1.32%12.27%
2003-1.38%23.97%7.41%14.53%
20028.87%-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%
199811.35%-2.53%-18.19%18.43%
19970.60%20.14%18.15%-0.91%

Rank in category (by total return)

YTD62
1-month53
3-month92
1-year88
3-year96
5-year99

Load adjusted returns

1-year8.28%
3-year10.46%
5-year-0.16%
10-year4.07%