QAITX vs. MOOD

Last updated Jul 16, 2026

QAITX (Q3 All-Weather Tactical Fund) and MOOD (Relative Sentiment Tactical Allocation ETF) are both Tactical Allocation funds. A 0.55 correlation means they provide meaningful diversification when combined. QAITX charges 1.36%/yr vs 0.73%/yr for MOOD.

Performance

QAITX vs. MOOD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Q3 All-Weather Tactical Fund (QAITX) and Relative Sentiment Tactical Allocation ETF (MOOD). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

QAITX

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

MOOD

• 1D: 0.09%
• 1M: -1.42%
• 6M: 7.32%
• YTD: 14.04%
• 1Y: 32.37%
• 3Y*: 19.63%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

QAITX vs. MOOD - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
QAITX Q3 All-Weather Tactical Fund	6.52%	3.53%	16.11%	23.71%	-15.28%
MOOD Relative Sentiment Tactical Allocation ETF	14.04%	30.39%	12.53%	12.56%	-3.31%

Correlation

The correlation between QAITX and MOOD is 0.54, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.54
Correlation (3Y) Calculated over the trailing 3-year period	0.57
Correlation (All Time) Calculated using the full available price history since May 19, 2022	0.55

The correlation between QAITX and MOOD has been stable across timeframes, ranging from 0.54 to 0.57 - a consistent structural relationship.

Return for Risk

QAITX vs. MOOD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

QAITX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

MOOD

MOOD Risk / Return Rank: 79
MOOD Sharpe Ratio Rank: 86
MOOD Sortino Ratio Rank: 73
MOOD Omega Ratio Rank: 88
MOOD Calmar Ratio Rank: 80
MOOD Martin Ratio Rank: 70

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

QAITX vs. MOOD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Q3 All-Weather Tactical Fund (QAITX) and Relative Sentiment Tactical Allocation ETF (MOOD). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	QAITX	MOOD	Difference
Sharpe ratio: Return per unit of total volatility	—	2.22	—
Sortino ratio: Return per unit of downside risk	—	2.65	—
Omega ratio: Gain probability vs. loss probability	—	1.43	—
Calmar ratio: Return relative to maximum drawdown	—	3.35	—
Martin ratio: Return relative to average drawdown	—	10.19	—

Drawdowns

Drawdown Indicators

	QAITX	MOOD	Difference
Max Drawdown Largest peak-to-trough decline	—	-14.34%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-9.71%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-9.71%	—
Current Drawdown Current decline from peak	—	-1.42%	—
Average Drawdown Average peak-to-trough decline	—	-2.30%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	3.18%	—

Volatility

Volatility by Period

	QAITX	MOOD	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.45%	—
Volatility (6M) Calculated over the trailing 6-month period	—	12.48%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	14.69%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	12.12%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	12.12%	—

QAITX vs. MOOD - Expense Ratio Comparison

QAITX has a 1.36% expense ratio, which is higher than MOOD's 0.73% expense ratio.

Dividends

QAITX vs. MOOD - Dividend Comparison

QAITX's dividend yield for the trailing twelve months is around 1.19%, more than MOOD's 0.35% yield.

Position	TTM	2025	2024	2023	2022	2021	2020
MOOD Relative Sentiment Tactical Allocation ETF	0.35%	0.40%	1.33%	1.34%	1.43%	0.00%	0.00%
QAITX Q3 All-Weather Tactical Fund	1.19%	1.85%	0.00%	0.00%	0.00%	7.77%	7.57%

Frequently Asked Questions

Can I hold both QAITX and MOOD in my portfolio?

QAITX and MOOD have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.