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QAISX: Q3 All-Weather Sector Rotation Fund Institutional Class (MUTUAL FUND)
Basic Info 9.23 0.19(2.02%) April 19
Asset Class: | EQUITY |
MyPlanIQ Rating: | (18%) |
Start Date: | 12/31/2019 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 0.00% |
Expenses | 2.17% |
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Performance Analytics (As of 04/18/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | |
---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -5.1 | -0.4 | 10.5 | -0.9 | 3.1 | 10.9 | -11.0 | 5.8 | 3.9 | 0.0 |
Sharpe Ratio | NA | 1.86 | 1.58 | -0.07 | 0.09 | 0.52 | -0.92 | 0.34 | 0.16 | NA |
Draw Down(%) | NA | 2.4 | 6.9 | 20.4 | 25.9 | 12.8 | 17.0 | 8.5 | 25.9 | 0.0 |
Standard Deviation(%) | NA | 8.2 | 8.8 | 13.5 | 16.3 | 12.8 | 13.5 | 16.7 | 22.2 | 0.0 |
Treynor Ratio | NA | 0.29 | 0.28 | -0.02 | 0.03 | 0.1 | -0.3 | 0.05 | 0.08 | 1.0 |
Alpha | NA | 0.01 | 0.01 | -0.01 | -0.02 | -0.02 | -0.01 | -0.08 | -0.02 | NA |
Beta | NA | 0.52 | 0.49 | 0.55 | 0.52 | 0.65 | 0.42 | 1.12 | 0.46 | NA |
RSquared | NA | 0.56 | 0.45 | 0.54 | 0.54 | 0.47 | 0.59 | 0.85 | 0.54 | 0.0 |
Yield(%) | N/A | 0.5 | N/A | N/A | N/A | 9.8 | 0.0 | 6.2 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -94.4 | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/30/2019
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