QAITX vs. UPAAX

Last updated Jul 17, 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: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

UPAAX

• 1D: -0.13%
• 1M: -2.16%
• 6M: —
• YTD: —
• 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	-6.67%

Return for Risk

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.

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

Drawdowns

Drawdown Indicators

	QAITX	UPAAX	Difference
Max Drawdown Largest peak-to-trough decline	—	-10.95%	—
Current Drawdown Current decline from peak	—	-10.15%	—
Average Drawdown Average peak-to-trough decline	—	-7.10%	—

Volatility

Volatility by Period

	QAITX	UPAAX	Difference
Volatility (1Y) Calculated over the trailing 1-year period	—	29.54%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	29.54%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	29.54%	—

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 1.19%, while UPAAX has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020
QAITX Q3 All-Weather Tactical Fund	1.19%	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%