Nasdaq - Delayed Quote USD
Quantified Common Ground Investor (QCGDX)
14.34
-0.17
(-1.17%)
At close: 8:02:28 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 32.16% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 4 |
| Number of Years Down | 1 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| QCGDX | Category Average | QCGDX | Category Average | QCGDX | Category Average | |
| Alpha | -7.19 | -0.06 | 0.09 | -0.05 | -- | -0.04 |
| BETA | 0.82 | 0.01 | 0.81 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.35 | 0.01 | 1.12 | 0.01 | -- | 0.01 |
| R-squared | 74.11 | 0.88 | 72.62 | 0.85 | -- | 0.84 |
| Standard Deviation | 15.63 | 0.23 | 15.23 | 0.19 | -- | 0.17 |
| Sharpe Ratio | -0.03 | 0.01 | 0.69 | 0.01 | -- | 0.01 |
| Treynor Ratio | -2.03 | 0.11 | 12.6 | 0.11 | -- | 0.1 |
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