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QACTX: Q3 All-Weather Tactical Fund C Class (MUTUAL FUND)
Basic Info 10.07 0.04(0.40%) March 27
Asset Class: | EQUITY |
MyPlanIQ Rating: | (9%) |
Start Date: | 03/19/2021 |
Last Dividend Date: | - |
12-Mo. Yield | 0.00% |
Expenses | 2.93% |
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Performance Analytics (As of 03/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Since 03/19/2021 |
2023 | 2022 | 2021 | |
---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.2 | 6.6 | 28.8 | -4.9 | -4.4 | 22.1 | -38.4 | 8.8 |
Sharpe Ratio | NA | 2.15 | 1.91 | -0.53 | -0.48 | 1.39 | -3.25 | 0.75 |
Draw Down(%) | NA | 3.2 | 11.3 | 45.6 | 45.6 | 11.3 | 38.5 | 9.5 |
Standard Deviation(%) | NA | 14.2 | 13.4 | 13.5 | 13.5 | 12.9 | 12.3 | 15.1 |
Treynor Ratio | NA | 0.28 | 0.27 | -0.17 | -0.15 | 0.24 | -1.79 | 0.16 |
Alpha | NA | -0.04 | -0.01 | -0.04 | -0.04 | 0.01 | -0.18 | -0.02 |
Beta | NA | 1.11 | 0.95 | 0.42 | 0.42 | 0.75 | 0.22 | 0.73 |
RSquared | NA | 0.84 | 0.73 | 0.32 | 0.32 | 0.61 | 0.21 | 0.38 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/19/2021
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