Nasdaq - Delayed Quote USD

Quantified Common Ground Investor (QCGDX)

14.34
-0.17
(-1.17%)
At close: 8:02:28 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -3.07%
5y Average Return 12.40%
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return (May 20, 2025) 32.16%
Worst 1Y Total Return (May 20, 2025) --
Best 3Y Total Return 32.16%
Worst 3Y Total Return 3.43%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
QCGDX
Category
YTD
-3.34%
17.04%
1-Month
-1.36%
-0.01%
3-Month
-6.46%
5.47%
1-Year
2.66%
50.44%
3-Year
3.05%
13.15%
5-Year
13.07%
13.75%
10-Year
0.00%
11.35%
Last Bull Market
14.07%
25.95%
Last Bear Market
-7.91%
-22.55%

Annual Total Return (%) History

Year
QCGDX
Category
2025
--
--
2024
9.86%
--
2023
14.74%
--
2022
-12.23%
--
2021
32.16%
--
2020
14.67%
12.39%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -2.00% -- -- --
2024 6.12% 2.39% 4.72% -3.45%
2023 0.89% 4.55% -2.44% 11.51%
2022 -0.85% -7.91% -5.11% 1.31%
2021 8.41% 4.66% -0.47% 17.03%
2020 -10.59% 4.69% 5.98% 15.59%

Rank in Category (By Total Return)

YTD 17
1-Month 35
3-Month 16
1-Year 59
3-Year 88
5-Year 44

Load Adjusted Returns

1-Year 2.66%
3-Year 3.05%
5-Year 13.07%
10-Year --

Performance & Risk

YTD Return -3.07%
5y Average Return 12.40%
Rank in Category (ytd) 17
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.82
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Blend
Fund Family Advisors Preferred
Net Assets 142.65M
YTD Return -3.34%
Yield 0.88%
Morningstar Rating
Inception Date Dec 27, 2019

Fund Summary

The fund invests primarily in common stocks and bonds of issuers that the Subadviser considers compliant with both ESG (Environmental, Social and Governance) and BRI (Biblically Responsible Investing) standards. The Subadvisor may also use ESG and BRI exchange-traded funds ("ETFs") and mutual funds to execute its strategy. It invests in ETFs and mutual funds that are not affiliated with the Adviser or Subadviser. The fund is non-diversified.

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