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QAWSX: Q3 All-Weather Sector Rotation Fund Investor Class (MUTUAL FUND)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/31/2019 |
Last Dividend Date: | 12/29/2021 |
12-Mo. Yield | 0.00% |
Expenses | 2.17% |
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Performance Analytics (As of 08/29/2022)
Not up-to-date? TryLast 1 Week* | 1 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | |
---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.4 | -12.7 | -1.1 | -11.2 | -0.6 | 3.6 | 0.0 |
Sharpe Ratio | NA | -0.88 | -0.07 | -1.32 | -0.03 | 0.15 | NA |
Draw Down(%) | NA | 18.3 | 25.8 | 16.3 | 8.9 | 25.8 | 0.0 |
Standard Deviation(%) | NA | 15.0 | 18.2 | 13.1 | 17.6 | 22.2 | 0.0 |
Treynor Ratio | NA | -0.26 | -0.03 | -0.44 | -0.01 | 0.07 | 1.0 |
Alpha | NA | -0.03 | -0.03 | -0.04 | -0.1 | -0.02 | NA |
Beta | NA | 0.51 | 0.51 | 0.39 | 1.12 | 0.46 | NA |
RSquared | NA | 0.55 | 0.55 | 0.56 | 0.77 | 0.53 | 0.0 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/30/2019
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