QAITX vs. IWY

In the year-to-date period, QAITX achieves a 1.40% return, which is significantly lower than IWY's 2.65% return.

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QAITX has a 1.36% expense ratio, which is higher than IWY's 0.20% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Q3 All-Weather Tactical Fund (QAITX) and iShares Russell Top 200 Growth ETF (IWY). 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 0.90, which is lower than the IWY Sharpe Ratio of 1.56. The chart below compares the historical Sharpe Ratios of QAITX and IWY, 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 has not paid dividends to shareholders, while IWY's dividend yield for the trailing twelve months is around 0.41%.

The maximum QAITX drawdown since its inception was -44.62%, which is greater than IWY's maximum drawdown of -32.68%. Use the drawdown chart below to compare losses from any high point for QAITX and IWY. For additional features, visit the drawdowns tool.

The current volatility for Q3 All-Weather Tactical Fund (QAITX) is 4.17%, while iShares Russell Top 200 Growth ETF (IWY) has a volatility of 5.15%. This indicates that QAITX experiences smaller price fluctuations and is considered to be less risky than IWY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.