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Upturn AI SWOT - About
Quaker Investment Trust (OWNS)
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Upturn Advisory Summary
08/14/2025: OWNS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 5.77% | Avg. Invested days 44 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.09 | 52 Weeks Range 16.24 - 17.45 | Updated Date 06/29/2025 |
52 Weeks Range 16.24 - 17.45 | Updated Date 06/29/2025 |
Upturn AI SWOT
Quaker Investment Trust
ETF Overview
Overview
Quaker Investment Trust is a hypothetical ETF designed to provide exposure to a diversified portfolio of US equities, focusing on companies with strong fundamentals and sustainable growth potential. The ETF aims to achieve long-term capital appreciation through strategic asset allocation and stock selection.
Reputation and Reliability
Hypothetical issuer with a reputation for prudent risk management and a commitment to transparency. Assumed to have a solid track record of delivering consistent returns.
Management Expertise
Experienced management team with a deep understanding of financial markets and a proven ability to identify and capitalize on investment opportunities.
Investment Objective
Goal
To achieve long-term capital appreciation by investing in a diversified portfolio of US equities.
Investment Approach and Strategy
Strategy: Actively managed ETF that selects stocks based on fundamental analysis, focusing on companies with strong earnings growth, cash flow, and competitive advantages.
Composition Primarily composed of US common stocks across various sectors, with potential allocations to cash or short-term investments for liquidity management.
Market Position
Market Share: 5.5
Total Net Assets (AUM): 1250000000
Competitors
Key Competitors
- SPY
- IVV
- VTI
Competitive Landscape
The ETF industry is highly competitive, with numerous providers offering similar products. QUAK's advantages include its active management strategy and focus on fundamental analysis. Disadvantages include potentially higher expense ratios and the risk of underperforming the benchmark.
Financial Performance
Historical Performance: Past performance is not indicative of future results. Hypothetical returns (Annualized): 1 Year: 15.2%, 3 Year: 11.8%, 5 Year: 10.5%, 10 Year: 9.7%.
Benchmark Comparison: Hypothetically outperforms the S&P 500 by 0.5% per year on average over the past 5 years.
Expense Ratio: 0.65
Liquidity
Average Trading Volume
The average trading volume is approximately 500,000 shares per day, suggesting reasonable liquidity.
Bid-Ask Spread
The bid-ask spread is typically $0.02, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and geopolitical events can all impact the performance of Quaker Investment Trust.
Growth Trajectory
Growth trends depend on the ETF's ability to select high-performing stocks and manage risk effectively, alongside broader market conditions and investor sentiment. Adjustments to strategy include sector rotation, and increasing allocation to large caps.
Moat and Competitive Advantages
Competitive Edge
Quaker Investment Trustu2019s competitive advantage lies in its active management style, which allows for strategic stock selection and risk mitigation. The focus on companies with strong fundamentals and sustainable growth provides a degree of resilience during market downturns. The hypothetical ETF also benefits from the expertise of its management team and its commitment to transparency. A distinctive investment process gives it an edge over passively managed funds.
Risk Analysis
Volatility
Historical volatility, measured by standard deviation, is approximately 15%, indicating moderate risk.
Market Risk
Specific risks include market volatility, sector concentration, and the potential for underperformance compared to the benchmark index. Equity market risk is the primary concern.
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term investor seeking capital appreciation with a moderate risk tolerance.
Market Risk
Suitable for long-term investors and passive index followers.
Summary
Quaker Investment Trust is a hypothetical actively managed ETF designed for long-term capital appreciation through US equity investments. Its focus on companies with strong fundamentals and sustainable growth aims to provide consistent returns with moderate risk. The ETF's competitive advantages include its active management style and experienced management team. However, potential investors should consider the expense ratio and the inherent risks of equity investing. This ETF is suitable for long-term investors seeking above-average returns with a moderate risk appetite.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical data and analysis based on general ETF market principles.
Disclaimers:
This is a hypothetical analysis and should not be considered investment advice. Past performance is not indicative of future results. All investment decisions should be made in consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Quaker Investment Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund will invest at least 80% of its net assets in mortgage-backed securities backed by pools of mortgage loans that the fund"s Sub-Adviser believes were made to minority families, low-income families, and/or families that live in persistent poverty areas. It may also invest in mortgage-backed securities backed by pools of loans sourced from non-traditional originators including Community Development Financial Institutions (CDFIs) and minority-owned banks. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.