Q3 All Weather Sector Fund Manager Performance Evaluation
| QAISX Fund | USD 9.73 0.00 0.00% |
The entity owns a Beta (Systematic Risk) of 0.0066, which implies not very significant fluctuations relative to the market. As returns on the market increase, Q3 All's returns are expected to increase less than the market. However, during the bear market, the loss of holding Q3 All is expected to be smaller as well.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Q3 All Weather Sector are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Q3 All is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.9400 |
QAISX |
Q3 All Relative Risk vs. Return Landscape
If you would invest 935.00 in Q3 All Weather Sector on March 1, 2024 and sell it today you would earn a total of 38.00 from holding Q3 All Weather Sector or generate 4.06% return on investment over 90 days. Q3 All Weather Sector is currently producing 0.0671% returns and takes up 0.6051% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than QAISX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Q3 All Current Valuation
Undervalued
Today
Please note that Q3 All's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Q3 All Weather owns a latest Real Value of $10.53 per share. The recent price of the fund is $9.73. We determine the value of Q3 All Weather from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, sooner or later, mutual fund prices and their ongoing real values will converge.
Our valuation method for Q3 All Weather Sector is useful when determining the fair value of the QAISX mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Q3 All. Since Q3 All is currently traded on the exchange, buyers and sellers on that exchange determine the market value of QAISX Mutual Fund. However, Q3 All'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. | Historical | Market 9.73 | Real 10.53 | Hype 9.73 | Naive 9.6 |
The real value of QAISX Mutual Fund, also known as its intrinsic value, is the underlying worth of Q3 All Weather Mutual Fund, which is reflected in its stock price. It is based on Q3 All's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Q3 All's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Q3 All's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Q3 All Weather Sector helps investors to forecast how QAISX 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 more accurately as focusing exclusively on Q3 All's fundamentals will not take into account other important factors: Q3 All Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Q3 All's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Q3 All Weather Sector, and traders can use it to determine the average amount a Q3 All'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 = 0.1109
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Estimated Market Risk
| 0.61 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Q3 All is performing at about 8% 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 by adding it to a well-diversified portfolio.
Q3 All Fundamentals Growth
QAISX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Q3 All, and Q3 All fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on QAISX Mutual Fund performance.
| Total Asset | 3.26 M | ||||
About Q3 All Performance
To evaluate Q3 All Weather 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 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 QAISX 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 market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents QAISX'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.Under normal circumstances, the fund will invest primarily in shares of other investment companies, including exchange-traded funds and open-end mutual funds and in equity call options. The fund invests using the advisers tactical, systematic strategy that relies primarily on a proprietary model incorporating mean-reversion analysis.Things to note about Q3 All Weather performance evaluation
Checking the ongoing alerts about Q3 All for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Q3 All Weather help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 52.17% of its assets in cash |
- Analyzing Q3 All's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Q3 All's stock is overvalued or undervalued compared to its peers.
- Examining Q3 All's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Q3 All's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Q3 All's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Q3 All's mutual fund. These opinions can provide insight into Q3 All's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Q3 All Weather Sector. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in state. You can also try the FinTech Suite module to use AI to screen and filter profitable investment opportunities.