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QFITX: Quantified Tactical Fixed Income Fund Investor Class Shares (MUTUAL FUND)
Basic Info 7.55 0(0.0%) March 28
Asset Class: | EQUITY |
MyPlanIQ Rating: | (17%) |
Start Date: | 09/19/2019 |
Last Dividend Date: | 12/26/2023 |
12-Mo. Yield | 0.00% |
Expenses | 1.67% |
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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(%) | 1.5 | 0.9 | -2.2 | -8.5 | -10.1 | -6.6 | -23.0 | -3.0 | 8.1 | -2.3 |
Sharpe Ratio | NA | -0.19 | -0.6 | -0.84 | -0.48 | -0.86 | -1.6 | -0.3 | 0.37 | -1.67 |
Draw Down(%) | NA | 3.0 | 13.3 | 33.4 | 38.4 | 13.3 | 23.6 | 10.5 | 19.1 | 3.4 |
Standard Deviation(%) | NA | 9.9 | 12.0 | 12.7 | 14.7 | 12.7 | 15.3 | 10.0 | 21.3 | 5.3 |
Treynor Ratio | NA | -0.09 | -0.66 | 4.98 | 0.68 | 2.67 | 349.55 | 0.48 | -0.42 | 0.76 |
Alpha | NA | -0.03 | -0.04 | -0.04 | -0.02 | -0.04 | -0.1 | 0.0 | 0.06 | -0.02 |
Beta | NA | 0.2 | 0.11 | -0.02 | -0.1 | -0.04 | 0.0 | -0.06 | -0.18 | -0.12 |
RSquared | NA | 0.06 | 0.01 | 0.0 | 0.03 | 0.0 | 0.0 | 0.01 | 0.09 | 0.04 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/09/2020
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