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Q3 All-Season Sector Rotation Fund (QAISX)

OTC Markets OTCPK - OTC Markets OTCPK Delayed price. Currency in USD
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9.61+0.18 (+1.91%)
At close: 04:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.93%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (2 May 2023)5.76%
Worst 1-yr total return (2 May 2023)N/A
Best 3-yr total return5.76%
Worst 3-yr total return-0.75%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnQAISXCategory
YTD2.93%9.69%
1-month3.49%0.97%
3-month-0.32%5.21%
1-year1.72%27.45%
3-year5.79%8.85%
5-year0.00%8.56%
10-year0.00%5.61%
Last bull market22.83%10.63%
Last bear market-7.95%-12.05%

Annual total return (%) history

Year
QAISXCategory
2023
N/AN/A
2022
-11.01%N/A
2021
5.76%N/A
2020
3.90%9.83%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2023-2.17%N/AN/AN/A
2022-6.38%-7.95%-2.69%6.11%
20212.89%2.53%-3.56%3.96%
2020-16.60%6.71%5.28%10.89%

Rank in category (by total return)

YTD48
1-month1
3-month67
1-year13
3-year49
5-yearN/A

Load adjusted returns

1-year2.59%
3-year5.82%
5-yearN/A
10-yearN/A