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Quaker Investment Trust - CCM Core Impact Equity Fund (QAGIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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40.86+0.11 (+0.27%)
As of 09:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.40%
5-Year Average Return13.78%
Number of Years Up17
Number of Years Down6
Best 1 Yr Total Return (Mar 7, 2024)38.86%
Worst 1 Yr Total Return (Mar 7, 2024)N/A
Best 3-Yr Total Return38.86%
Worst 3-Yr Total Return3.79%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnQAGIXCategory
YTD9.40%5.31%
1-Month6.66%-4.19%
3-Month15.67%3.90%
1-Year28.94%20.31%
3-Year9.47%6.48%
5-Year13.47%11.78%
10-Year9.92%10.96%
Last Bull Market37.60%25.56%
Last Bear Market-15.67%-15.11%

Annual Total Return (%) History

Year
QAGIXCategory
2023
21.91%22.32%
2022
-19.18%-16.96%
2021
24.94%26.07%
2020
19.02%15.83%
2019
33.18%28.78%
2018
-6.77%-6.27%
2017
16.58%20.44%
2016
2.88%10.37%
2015
0.98%-1.07%
2014
10.61%10.96%
2013
38.86%31.50%
2012
10.51%14.96%
2011
-7.47%-1.27%
2010
13.77%14.01%
2009
16.14%28.17%
2008
-45.82%-37.79%
2007
33.44%6.16%
2006
5.39%14.17%
2005
14.71%5.88%
2004
17.22%10.02%
2003
31.02%27.05%
2002
-16.89%-22.25%
2001
-7.81%-13.50%
2000
N/A-6.31%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20232.45%10.59%-3.19%11.14%
2022-4.69%-15.67%-5.76%6.70%
20216.80%7.72%0.56%7.99%
2020-22.09%22.07%11.39%12.36%
201915.82%3.84%1.39%9.22%
2018-0.34%4.51%5.80%-15.39%
20173.78%2.00%4.02%5.88%
2016-6.66%-0.56%6.33%4.24%
20151.74%2.52%-9.23%6.66%
2014-0.25%5.11%1.63%3.80%
201312.94%2.67%9.80%9.07%
201213.14%-5.61%2.82%0.64%
20113.14%-2.07%-15.80%8.79%
20105.40%-12.23%8.97%12.85%
2009-7.37%7.02%14.31%2.49%
2008-7.07%14.47%-30.62%-26.59%
20072.66%12.49%7.19%7.80%
20065.28%-2.55%-1.92%4.73%
20052.05%1.25%8.19%2.61%
20045.26%1.21%-0.96%11.10%
2003-4.68%17.53%3.10%13.43%
2002-4.33%-6.62%-4.91%-2.16%
2001-3.63%-0.79%-1.50%-2.11%
2000-2.64%N/AN/AN/A

Rank In Category (By Total Return)

YTD6
1-Month8
3-Month6
1-Year41
3-Year72
5-Year54

Load Adjusted Returns

1-Year28.94%
3-Year9.47%
5-Year13.47%
10-Year9.92%