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QAITX: Q3 All-Weather Tactical Fund Institutional Class (MUTUAL FUND)
Basic Info 10.47 0.02(0.19%) March 28
Asset Class: | EQUITY |
MyPlanIQ Rating: | (17%) |
Start Date: | 12/31/2019 |
Last Dividend Date: | 12/29/2021 |
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 12/09/2020 |
2023 | 2022 | 2021 | 2020 | 2019 | |
---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.4 | 6.7 | 30.9 | -1.4 | 0.0 | 23.7 | -37.7 | 8.4 | 17.4 | 0.0 |
Sharpe Ratio | NA | 2.33 | 2.06 | -0.27 | 0.22 | 1.53 | -3.2 | 0.54 | 0.83 | NA |
Draw Down(%) | NA | 3.2 | 10.9 | 40.1 | 40.1 | 10.9 | 37.7 | 8.9 | 12.9 | 0.0 |
Standard Deviation(%) | NA | 14.0 | 13.2 | 12.7 | 14.8 | 12.9 | 12.3 | 15.6 | 20.7 | 0.0 |
Treynor Ratio | NA | 0.29 | 0.29 | -0.08 | 0.11 | 0.26 | -1.76 | 0.11 | 0.9 | 1.0 |
Alpha | NA | -0.04 | 0.0 | -0.02 | 0.0 | 0.01 | -0.17 | -0.03 | 0.05 | NA |
Beta | NA | 1.11 | 0.94 | 0.42 | 0.3 | 0.75 | 0.22 | 0.74 | 0.19 | NA |
RSquared | NA | 0.85 | 0.73 | 0.36 | 0.23 | 0.62 | 0.21 | 0.43 | 0.1 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/09/2020
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