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QGITX: Quantified Government Income Tactical Fund Investor Class Shares (MUTUAL FUND)
Basic Info 6.91 0.05(0.72%) April 24
Asset Class: | EQUITY |
MyPlanIQ Rating: | (7%) |
Start Date: | 04/20/2021 |
Last Dividend Date: | 12/26/2023 |
12-Mo. Yield | 0.00% |
Expenses | 1.71% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Inception** | 2023 | 2022 | 2021 | |
---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.0 | -0.6 | -8.1 | -9.6 | -9.3 | -11.3 | -21.5 | 6.8 |
Sharpe Ratio | NA | -0.3 | -0.81 | -0.87 | -0.87 | -1.17 | -1.43 | 0.99 |
Draw Down(%) | NA | 2.7 | 15.9 | 35.9 | 35.9 | 15.9 | 22.2 | 5.0 |
Standard Deviation(%) | NA | 9.0 | 12.3 | 13.3 | 13.3 | 13.4 | 16.0 | 9.8 |
Treynor Ratio | NA | -0.21 | -1.08 | 4.12 | 4.12 | 4.04 | -96.45 | -0.38 |
Alpha | NA | -0.01 | -0.04 | -0.04 | -0.04 | -0.06 | -0.1 | 0.06 |
Beta | NA | 0.13 | 0.09 | -0.03 | -0.03 | -0.04 | 0.0 | -0.26 |
RSquared | NA | 0.03 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.11 |
Yield(%) | N/A | 0.0 | N/A | N/A | N/A | 4.8 | 0.0 | 1.4 |
Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/15/2021
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