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QAITX: Q3 All-Weather Tactical Fund Institutional Class (MUTUAL FUND)
Basic Info 10.57 0.03(0.28%) July 02
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (15%) |
| Start Date: | 12/31/2019 |
| Last Dividend Date: | 03/31/2025 |
| 12-Mo. Yield | 0.53% |
| Expenses | 2.93% |
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Performance Analytics (As of 06/27/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | Since 12/31/2019 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.5 | -6.7 | -4.9 | 4.7 | 3.7 | 3.9 | 16.1 | 23.7 | -37.7 | 8.4 | 17.4 | 0.0 |
| Sharpe Ratio | NA | -1.35 | -0.56 | 0.1 | 0.12 | 0.14 | 0.65 | 1.53 | -3.22 | 0.54 | 0.85 | NA |
| Draw Down(%) | NA | 12.0 | 13.7 | 18.8 | 40.3 | 40.3 | 8.9 | 10.9 | 37.7 | 9.3 | 12.9 | 0.0 |
| Standard Deviation(%) | NA | 11.8 | 14.2 | 13.1 | 13.7 | 14.4 | 14.6 | 12.9 | 12.2 | 15.5 | 20.1 | 0.0 |
| Treynor Ratio | NA | -0.82 | -0.2 | 0.03 | 0.04 | 0.07 | 0.1 | 0.26 | -1.77 | 0.11 | 1.15 | 1.0 |
| Alpha | NA | -0.07 | -0.05 | -0.02 | -0.02 | 0.0 | -0.02 | 0.01 | -0.17 | -0.03 | 0.06 | NA |
| Beta | NA | 0.19 | 0.4 | 0.46 | 0.47 | 0.31 | 0.99 | 0.75 | 0.22 | 0.74 | 0.15 | NA |
| RSquared | NA | 0.17 | 0.33 | 0.38 | 0.38 | 0.22 | 0.77 | 0.62 | 0.21 | 0.44 | 0.07 | 0.0 |
| Yield(%) | N/A | 0.5 | 0.5 | 0.2 | 3.7 | N/A | 0.0 | 0.0 | 0.0 | 8.5 | 8.7 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 11.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2019
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