Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| QAISX (Q3 All-Weather Sector Rotation Fund Institutional Class) | 5.57% | 4.77% | 3.17% | 5.01% | NA | NA | NA | 1.96% |
Data as of 05/29/2025, AR inception is 12/31/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QAISX (Q3 All-Weather Sector Rotation Fund Institutional Class) | 12/31/2019 | 05/29/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 4.77 | 3.17 | 5.01 | NA | NA | NA | 1.96 | 5.57 | 4.20 | 2.43 | -11.01 | 5.77 | 3.90 | 0.00 |
| Sharpe Ratio | NA | 0.08 | -0.02 | 0.19 | NA | NA | NA | 0.00 | 0.49 | 0.05 | -0.08 | -0.93 | 0.35 | 0.16 | NA |
| Standard Deviation(%) | NA | 17.90 | 15.13 | 16.04 | NA | NA | NA | 16.85 | 22.71 | 12.05 | 15.22 | 13.48 | 16.60 | 22.27 | 0.00 |
| Draw Down(%) | NA | 12.41 | 13.42 | 20.41 | NA | NA | NA | 25.92 | 12.34 | 9.24 | 12.82 | 17.05 | 8.47 | 25.92 | 0.00 |
| Yield(%) | 0.00 | 1.46 | 1.12 | 2.22 | 0.96 | 0.64 | 0.48 | 1.92 | 0.00 | 2.13 | 1.34 | 0.00 | 6.22 | 0.00 | 0.00 |
Data as of 05/29/2025, AR inception is 12/31/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QAISX (Q3 All-Weather Sector Rotation Fund Institutional Class) |
-2.93%
Aug 2021 - Aug 2024 |
1.49%
Jan 2020 - Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QAISX (Q3 All-Weather Sector Rotation Fund Institutional Class) |
5.87%
Jun 2020 - Jun 2023 |
4.25%
Apr 2020 - Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart