QAWTX Mutual Fund Manager Performance Evaluation

QAWTX
 Fund
  

USD 9.15  0.02  0.22%   

The entity owns a Beta (Systematic Risk) of 0.1339, which implies not very significant fluctuations relative to the market. Let's try to break down what QAWTX'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.
  
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QAWTX Performance
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Over the last 90 days Q3 All-Weather Tactical has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
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QAWTX Price Channel

Fifty Two Week Low8.97
Fifty Two Week High13.85

Q3 All-Weather Relative Risk vs. Return Landscape

If you would invest  1,010  in Q3 All-Weather Tactical on April 6, 2022 and sell it today you would lose (95.00)  from holding Q3 All-Weather Tactical or give up 9.41% of portfolio value over 90 days. Q3 All-Weather Tactical is currently producing negative expected returns and takes up 0.7029% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than QAWTX, 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 generate about the same return on investment as the market. But, the company is 2.08 times less risky than the market. It trades about -0.23 of its potential returns per unit of risk. The DOW is currently generating roughly -0.11 per unit of risk.

Q3 All-Weather Current Valuation

Fairly Valued
Today 9.15
Please note that Q3 All-Weather's price fluctuation is very steady at this time.
Q3 All-Weather Tactical owns a latest Real Value of $9.25 per share. The recent price of the fund is $9.15. At this time, the entity appears to be fairly valued. 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 QAWTX 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 QAWTX 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.
9.25
Real Value
9.95
Upside
Estimating the potential upside or downside of Q3 All-Weather Tactical helps investors to forecast how QAWTX 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
8.969.099.22
Details
Hype
Prediction
LowEstimated ValueHigh
8.459.159.85
Details
Potential
Annual Dividend
LowIncome Per ShareHigh
0.290.300.30
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 = -0.2267

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Negative ReturnsQAWTX
Estimated Market Risk
 0.7
  actual daily
 
 6 %
of total potential
 
66
Expected Return
 -0.16
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 -0.23
  actual daily
 
 0 %
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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 QAWTX 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 QAWTX'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 130.57% 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 Bond Directory module to find actively traded corporate debentures issued by US companies.

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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.
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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.