QACTX Mutual Fund Manager Performance Evaluation

QACTX -  USA Fund  

USD 9.07  0.05  0.55%

The entity owns a Beta (Systematic Risk) of 0.1566, which implies not very significant fluctuations relative to the market. Let's try to break down what QACTX's beta means in this case. As returns on the market increase, Q3 All-Weather returns are expected to increase less than the market. However, during the bear market, the loss on holding Q3 All-Weather will be expected to be smaller as well. Even though it is essential to pay attention to Q3 All-Weather Tactical existing price patterns, it is always good to be careful when utilizing equity price patterns. Our way in which we are forecasting any fund's future performance is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Q3 All-Weather exposes twenty-one different technical indicators, which can help you to evaluate its performance.
  
Refresh
QACTX Performance
0 of 100
Over the last 90 days Q3 All-Weather Tactical has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's basic indicators remain fairly strong which may send shares a bit higher in July 2022. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more

QACTX Price Channel

Fifty Two Week Low8.98
Fifty Two Week High13.89
Annual Report Expense Ratio2.69%

Q3 All-Weather Relative Risk vs. Return Landscape

If you would invest  1,061  in Q3 All-Weather Tactical on March 28, 2022 and sell it today you would lose (154.00)  from holding Q3 All-Weather Tactical or give up 14.51% of portfolio value over 90 days. Q3 All-Weather Tactical is currently producing negative expected returns and takes up 0.7351% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than QACTX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming the 90 days horizon Q3 All-Weather is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 1.96 times less risky than the market. the firm trades about -0.33 of its potential returns per unit of risk. The DOW is currently generating roughly -0.11 of returns per unit of risk over similar time horizon.

Q3 All-Weather Current Valuation

Undervalued
Today 9.07
Please note that Q3 All-Weather's price fluctuation is out of control at this time.
Q3 All-Weather Tactical latest Real Value cannot be determined due to lack of data. The recent price of Q3 All-Weather Tactical is $9.07. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of Q3 All-Weather Tactical from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued equities and dropping overvalued equities since, sooner or later, stock prices and their ongoing real values will converge.
Our valuation method for Q3 All-Weather Tactical is useful when determining the fair value of the QACTX mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Q3 All-Weather. Since Q3 All-Weather is currently traded on the exchange, buyers and sellers on that exchange determine the market value of QACTX Mutual Fund. However, Q3 All-Weather's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
0.00
Real Value
0.74
Upside
Estimating the potential upside or downside of Q3 All-Weather Tactical helps investors to forecast how QACTX mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Q3 All-Weather more accurately as focusing exclusively on Q3 All-Weather's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
8.989.149.29
Details
Hype
Prediction
LowEstimated ValueHigh
0.000.000.74
Details
Naive
Forecast
LowNext ValueHigh
8.299.029.76
Details

Q3 All-Weather Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Q3 All-Weather's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Q3 All-Weather Tactical, and traders can use it to determine the average amount a Q3 All-Weather's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = -0.3346

Best
Portfolio
Best
Equity
Good Returns
Average Returns
Small Returns
CashSmall
Risk
Average
Risk
High
Risk
Huge
Risk
Negative ReturnsQACTX
Estimated Market Risk
 0.74
  actual daily
 
 6 %
of total potential
 
66
Expected Return
 -0.25
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 -0.33
  actual daily
 
 0 %
of total potential
 
00
Based on monthly moving average Q3 All-Weather is performing at about 0% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Q3 All-Weather by adding it to a well-diversified portfolio.

About Q3 All-Weather Performance

To evaluate Q3 All-Weather Tactical Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Q3 All-Weather generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare QACTX Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Q3 All-Weather Tactical stock market performance in a much more refined way. At Macroaxis, we take it even further. The Macroaxis performance score is an integer between 0 and 100 that represents QACTX's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
The investment seeks a positive rate of return over a calendar year regardless of market conditions. Q3 All-Weather is traded on NASDAQ Exchange in the United States.

Things to note about Q3 All-Weather Tactical

Checking the ongoing alerts about Q3 All-Weather for important developments is a great way to find new opportunities for your next move. Our stock alerts and notifications screener for Q3 All-Weather Tactical help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Q3 All-Weather Alerts

Equity Alerts and Improvement Suggestions

Q3 All-Weather generated a negative expected return over the last 90 days
Q3 All-Weather is unlikely to experience financial distress in the next 2 years
The fund maintains about 15.79% of its assets in cash
Please see Your Equity Center. Note that the Q3 All-Weather Tactical 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 Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.

Complementary Tools for QACTX Mutual Fund analysis

When running Q3 All-Weather Tactical 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.
Stock Tickers
Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites
Go
Content Syndication
Quickly integrate customizable finance content to your own investment portal
Go
Idea Optimizer
Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio
Go
Portfolio Optimization
Compute new portfolio that will generate highest expected return given your specified tolerance for risk
Go
Pattern Recognition
Use different Pattern Recognition models to time the market across multiple global exchanges
Go
CEO Directory
Screen CEOs from public companies around the world
Go
Stock Screener
Find equities using custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook.
Go
Price Exposure Probability
Analyze equity upside and downside potential for a given time horizon across multiple markets
Go
Technical Analysis
Check basic technical indicators and analysis based on most latest market data
Go
Instant Ratings
Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance
Go
Crypto Correlations
Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins
Go
Portfolio Manager
State of the art Portfolio Manager to monitor and improve performance of your invested capital
Go
Cryptocurrency Center
Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency
Go
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.