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Quantified Alternative Investment Inv (QALTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.49-0.04 (-0.42%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.11%
5-year average return3.82%
Number of years up6
Number of years down4
Best 1-yr total return (27 Jun 2024)15.54%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return15.54%
Worst 3-yr total return-1.57%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnQALTXCategory
YTD7.00%4.43%
1-month1.83%0.25%
3-month1.39%2.85%
1-year11.68%11.96%
3-year1.28%4.46%
5-year4.70%3.69%
10-year2.23%2.51%
Last bull market14.17%6.81%
Last bear market-3.65%-4.99%

Annual total return (%) history

Year
QALTXCategory
2024
N/AN/A
2023
2.40%N/A
2022
-8.12%N/A
2021
11.76%N/A
2020
1.01%4.54%
2019
9.87%8.10%
2018
-8.89%-3.33%
2017
15.54%5.28%
2016
-0.63%2.01%
2015
-4.62%-3.07%
2014
0.62%4.12%
2013
N/A4.79%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.01%N/AN/AN/A
2023-1.34%3.73%-2.51%2.63%
2022-0.71%-3.65%-5.58%1.72%
20215.79%3.12%-2.47%5.05%
2020-16.15%3.73%4.87%10.73%
20193.39%0.21%0.74%5.27%
2018-5.27%-0.53%2.43%-5.61%
20173.34%2.37%3.90%5.11%
2016-0.78%1.79%1.10%-2.68%
20151.67%-2.56%-4.84%1.19%
20140.75%2.34%-2.20%-0.23%
20137.58%N/AN/AN/A

Rank in category (by total return)

YTD45
1-month20
3-month62
1-year21
3-year78
5-year65

Load adjusted returns

1-year11.68%
3-year1.28%
5-year4.70%
10-year2.23%