QAWSX Mutual Fund Quote

QAWSX -  USA Fund  

USD 9.13  0.01  0.11%

Market Performance
0 of 100
Odds Of Distress
Less than 49
Q3 All-Weather is trading at 9.13 as of the 24th of May 2022; that is 0.11 percent increase since the beginning of the trading day. The fund's open price was 9.12. Q3 All-Weather has 49 percent odds of going through some form of financial distress in the next two years and has generated negative returns to investors over the last 90 days. Equity ratings for Q3 All-Weather Sector are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of February 2022 and ending today, the 24th of May 2022. Click here to learn more.
Under normal circumstances, the adviser will invest in shares of other investment companies and similar products operating as exchange-traded funds , open-end mutual funds, and closed-end funds in an attempt to invest in sectors and subsectors which have exhibited recent relative performance strength, as evaluated on a monthly basis according to the Advisers proprietary rules-based analytical approach. More on Q3 All-Weather Sector

Q3 All-Weather Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. If you consider yourself one of those investors, make sure you clearly understand your entering position. Q3 All-Weather's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Q3 All-Weather or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Q3 All-Weather generated a negative expected return over the last 90 days
The fund maintains 97.78% of its assets in stocks
Thematic Classification
Currently Active Investing Idea (view all)
World Allocation
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Q3 All-Weather's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong BuyUndervalued
Startdate30th of December 2019
Q3 All-Weather Sector [QAWSX] is traded in USA and was established 24th of May 2022. The fund is listed under World Allocation category and is part of Q3 Asset Management Corporation family. The entity is thematically classified as World Allocation. Q3 All-Weather Sector at this time has accumulated 6.65 M in assets with minimum initial investment of 1.25 K.
Check Q3 All-Weather Probability Of Bankruptcy

Instrument Allocation

Sector Allocation (%)

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on QAWSX Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Q3 All-Weather , and the less return is expected.

Top Q3 All-Weather Sector Constituents

Q3 All-Weather Target Price Odds Analysis

What are Q3 All-Weather's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Q3 All-Weather jumping above the current price in 90 days from now is more than 94.0%. The Q3 All-Weather Sector probability density function shows the probability of Q3 All-Weather mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Q3 All-Weather Sector has a beta of -0.0129 indicating as returns on benchmark increase, returns on holding Q3 All-Weather are expected to decrease at a much lower rate. During the bear market, however, Q3 All-Weather Sector is likely to outperform the market. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Q3 All-Weather Sector is significantly underperforming DOW.
  Odds Below 9.13HorizonTargetOdds Above 9.13
6.23%90 days
 9.13 
93.62%
Based on a normal probability distribution, the odds of Q3 All-Weather to move above the current price in 90 days from now is more than 94.0 (This Q3 All-Weather Sector probability density function shows the probability of QAWSX Mutual Fund to fall within a particular range of prices over 90 days) .

Q3 All-Weather Sector Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Q3 All-Weather market risk premium is the additional return an investor will receive from holding Q3 All-Weather long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Q3 All-Weather. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Q3 All-Weather's alpha and beta are two of the key measurements used to evaluate Q3 All-Weather's performance over the market, the standard measures of volatility play an important role as well.

Q3 All-Weather Against Markets

Picking the right benchmark for Q3 All-Weather mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Q3 All-Weather mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Q3 All-Weather is critical whether you are bullish or bearish towards Q3 All-Weather Sector at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Q3 All-Weather without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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Performance Analysis

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Investing Q3 All-Weather Sector

You need to understand the risk of investing before taking a position in Q3 All-Weather. The danger of trading Q3 All-Weather Sector is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Q3 All-Weather is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Q3 All-Weather. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Q3 All-Weather Sector is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Please see Your Equity Center. Note that the Q3 All-Weather Sector information on this page should be used as a complementary analysis to other Q3 All-Weather's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Pattern Recognition module to use different Pattern Recognition models to time the market across multiple global exchanges.

Complementary Tools for QAWSX Mutual Fund analysis

When running Q3 All-Weather Sector price analysis, check to measure Q3 All-Weather's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Q3 All-Weather is operating at the current time. Most of Q3 All-Weather's value examination focuses on studying past and present price action to predict the probability of Q3 All-Weather's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Q3 All-Weather's price. Additionally, you may evaluate how the addition of Q3 All-Weather to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Q3 All-Weather's value and its price as these two are different measures arrived at by different means. Investors typically determine Q3 All-Weather value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Q3 All-Weather's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.