Q3 All-Weather Tactical Fund (QAITX) belongs to the Tactical Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with QAITX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to QAITX
QAITX charges 1.36% annually. There are 39 mutual funds in the Tactical Allocation category with lower expense ratios, going as low as 0.19%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | QAITX vs GIPIX | |
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | — | Jan 1998 | QAITX vs GOIIX | |
| PIMCO All Asset All Authority Fund | 0.21% | — | Oct 2003 | QAITX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | — | Sep 2002 | QAITX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | — | Aug 2012 | QAITX vs GPIFX |
Best Risk-Adjusted Alternatives to QAITX
QAITX has a PortfoliosLab risk / return rank of 21. There are 69 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 97 | — | Oct 2009 | QAITX vs ASTIX | |
| Invesco Balanced-Risk Allocation Fund | 95 | — | Jun 2009 | QAITX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 95 | — | Jun 2009 | QAITX vs ABRZX | |
| RESQ Dynamic Allocation Fund | 95 | — | Dec 2013 | QAITX vs RQEIX | |
| Potomac Defensive Bull Fund | 93 | — | Jun 2020 | QAITX vs CRDBX |
Top Performing QAITX Alternatives (YTD)
QAITX is at 6.52% YTD. There are 55 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 55.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 55.72% | — | Sep 2019 | QAITX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 37.80% | — | Dec 2016 | QAITX vs MOJOX | |
| Teberg Fund | 29.45% | — | Mar 2002 | QAITX vs TEBRX | |
| Invesco Balanced-Risk Allocation Fund | 21.28% | — | Jun 2009 | QAITX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 21.20% | — | Jun 2009 | QAITX vs ABRZX |
Lowest Volatility Alternatives to QAITX
QAITX has 14.87% 1-year volatility. There are 68 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.41% | — | Aug 2012 | QAITX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.58% | — | Apr 2012 | QAITX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.74% | — | Jul 2014 | QAITX vs TTIFX | |
| Hundredfold Select Alternative Fund | 4.53% | — | Aug 2004 | QAITX vs SFHYX | |
| Hundredfold Select Alternative Fund Investor Class | 4.53% | — | — | QAITX vs HFSAX |
Lowest Drawdown Alternatives to QAITX
QAITX has a 1-year max drawdown of -13.49%. There are 74 mutual funds in the Tactical Allocation category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | -1.69% | — | Aug 2012 | QAITX vs GPIFX | |
| AQR Diversifying Strategies Fund Class N | -1.97% | — | Jun 2020 | QAITX vs QDSNX | |
| Goldman Sachs TacticalTiltOverlayFund | -2.11% | — | Jul 2014 | QAITX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -2.34% | — | Apr 2012 | QAITX vs SIOAX | |
| Hussman Strategic Total Return Fund | -2.42% | — | Sep 2002 | QAITX vs HSTRX |
Often Compared With QAITX
Investors most often compare QAITX with SCHD, IWY, ^GSPC. These 16 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare QAITX with Any Fund or Stock
Compare QAITX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair QAITX with funds that move differently
Q3 All-Weather Tactical Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to QAITX.
Explore QAITX Diversifiers