QAITX vs. UPAAX

Last updated Jun 4, 2026

QAITX (Q3 All-Weather Tactical Fund) and UPAAX (Upright Assets Allocation Plus Fund) are both Tactical Allocation funds. QAITX charges 1.36%/yr vs 2.49%/yr for UPAAX.

Performance

QAITX vs. UPAAX - Performance Comparison

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

Returns By Period

QAITX

• 1D: 0.00%
• 1M: 7.81%
• YTD: 6.52%
• 6M: 4.77%
• 1Y: 19.43%
• 3Y*: 12.30%
• 5Y*: 2.70%
• 10Y*: —

UPAAX

• 1D: 2.35%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

QAITX vs. UPAAX - Yearly Performance Comparison

	2026 (YTD)
QAITX Q3 All-Weather Tactical Fund	0.00%
UPAAX Upright Assets Allocation Plus Fund	3.87%

Return for Risk

QAITX vs. UPAAX — Risk / Return Rank

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

QAITX

QAITX Risk / Return Rank: 21
QAITX Sharpe Ratio Rank: 23
QAITX Sortino Ratio Rank: 21
QAITX Omega Ratio Rank: 24
QAITX Calmar Ratio Rank: 18
QAITX Martin Ratio Rank: 17

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. UPAAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Q3 All-Weather Tactical Fund (QAITX) and Upright Assets Allocation Plus Fund (UPAAX). 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.

	QAITX	UPAAX	Difference
Sharpe ratio: Return per unit of total volatility	1.38	—	—
Sortino ratio: Return per unit of downside risk	1.91	—	—
Omega ratio: Gain probability vs. loss probability	1.26	—	—
Calmar ratio: Return relative to maximum drawdown	1.52	—	—
Martin ratio: Return relative to average drawdown	4.73	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	QAITX	UPAAX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.38	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.20	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.41	132.47	-132.05

Drawdowns

QAITX vs. UPAAX - Drawdown Comparison

The maximum QAITX drawdown since its inception was -40.35%, which is greater than UPAAX's maximum drawdown of -0.25%. Use the drawdown chart below to compare losses from any high point for QAITX and UPAAX.

Drawdown Indicators

	QAITX	UPAAX	Difference
Max Drawdown Largest peak-to-trough decline	-40.35%	-0.25%	-40.10%
Max Drawdown (1Y) Largest decline over 1 year	-13.49%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-13.49%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-40.35%	—	—
Current Drawdown Current decline from peak	-3.56%	0.00%	-3.56%
Average Drawdown Average peak-to-trough decline	-15.75%	-0.08%	-15.67%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.31%	—	—

Volatility

Volatility by Period

	QAITX	UPAAX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.26%	—	—
Volatility (6M) Calculated over the trailing 6-month period	11.15%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	14.87%	21.58%	-6.71%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.43%	21.58%	-8.15%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.64%	21.58%	-6.94%

QAITX vs. UPAAX - Expense Ratio Comparison

QAITX has a 1.36% expense ratio, which is lower than UPAAX's 2.49% expense ratio.

Dividends

QAITX vs. UPAAX - Dividend Comparison

QAITX's dividend yield for the trailing twelve months is around 1.48%, while UPAAX has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020
QAITX Q3 All-Weather Tactical Fund	1.48%	1.85%	0.00%	0.00%	0.00%	7.77%	7.57%
UPAAX Upright Assets Allocation Plus Fund	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%