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Q3 All-Weather Tactical Fund (QAITX) Sharpe Ratio

Mutual Fund · Currency in USD · Last updated Jul 18, 2026

Under normal circumstances, the fund will invest in shares of other investment companies and similar products that operate as broad-based index ETFs, open-end mutual funds, closed-end funds, and real estate investment trusts (collectively, "portfolio funds"). It will purchase portfolio funds when that portfolio fund's underlying index ("Segment") is anticipated to show strength, and divest when market weakness in that Segment is anticipated. Portfolio funds will generally consist of equity index funds.

Sharpe ratio is not yet available for QAITX. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar mutual funds

The table compares Q3 All-Weather Tactical Fund's Sharpe Ratio with other mutual funds in the Tactical Allocation category across multiple time periods, showing how QAITX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jul 18, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
PAAIXPIMCO All Asset Fund3.03
PASAXPIMCO All Asset Fund Class A2.97
SIOAXSEI Institutional Managed Trust Multi-Asset Income Fund2.94
HSTRXHussman Strategic Total Return Fund2.87
ABRYXInvesco Balanced-Risk Allocation Fund2.71
ASTIXAstor Dynamic Allocation Fund2.66
ABRZXInvesco Balanced-Risk Allocation Fund Class A2.66
PAUIXPIMCO All Asset All Authority Fund2.57
QDSNXAQR Diversifying Strategies Fund Class N2.56
PWDIXDonoghue Forlines Dividend Fund2.46
QAITXQ3 All-Weather Tactical Fund—

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows QAITX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when QAITX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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How does QAITX fit in your portfolio?

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