QAITX vs. FZROX

In the year-to-date period, QAITX achieves a -8.97% return, which is significantly lower than FZROX's 0.59% return.

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QAITX has a 1.36% expense ratio, which is higher than FZROX's 0.00% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Q3 All-Weather Tactical Fund (QAITX) and Fidelity ZERO Total Market Index Fund (FZROX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current QAITX Sharpe Ratio is -0.10, which is lower than the FZROX Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of QAITX and FZROX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

QAITX's dividend yield for the trailing twelve months is around 0.57%, less than FZROX's 1.15% yield.

The maximum QAITX drawdown since its inception was -40.35%, which is greater than FZROX's maximum drawdown of -34.96%. Use the drawdown chart below to compare losses from any high point for QAITX and FZROX.

The current volatility for Q3 All-Weather Tactical Fund (QAITX) is 1.50%, while Fidelity ZERO Total Market Index Fund (FZROX) has a volatility of 4.99%. This indicates that QAITX experiences smaller price fluctuations and is considered to be less risky than FZROX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.