QAITX vs. UPAAX

Last updated Jun 26, 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: 0.00%
• YTD: 6.52%
• 6M: 4.80%
• 1Y: 18.18%
• 3Y*: 12.30%
• 5Y*: 2.70%
• 10Y*: —

UPAAX

• 1D: -0.82%
• 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	-5.73%

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: 29
QAITX Sharpe Ratio Rank: 33
QAITX Sortino Ratio Rank: 31
QAITX Omega Ratio Rank: 34
QAITX Calmar Ratio Rank: 24
QAITX Martin Ratio Rank: 24

UPAAX

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

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.

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	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	—	—

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 -10.95%. 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%	-10.95%	-29.40%
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%	-9.24%	+5.68%
Average Drawdown Average peak-to-trough decline	-15.75%	-5.43%	-10.32%
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%	34.91%	-20.04%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.43%	34.91%	-21.48%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.63%	34.91%	-20.28%

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%