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NasdaqGM - Delayed Quote USD

Quantified Alternative Investment Inv (QALTX)

9.09
0.00
(0.00%)
As of 8:07:01 AM EDT. Market Open.

Fund Summary

The fund will primarily invest indirectly in alternative investments by using exchange-traded funds ("ETFs"), open-end mutual funds and other investment companies. The Subadviser defines "Alternative Investment" as any security or instrument that the Subadviser expects to have returns with a low or negative return correlation with the S&P 500® Index over time.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 15.54%
Worst 1Y Total Return --
Number of Years Up 7
Number of Years Down 4

Performance & Risk

YTD Return -0.22%
5y Average Return 5.36%
Rank in Category (ytd) 68
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.42
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
QALTXCategory AverageQALTXCategory AverageQALTXCategory Average
Alpha -5.98 -0 -2.65 -0.01 -3.68 -0
BETA 0.42 0 0.46 0 0.52 0
Mean Annual Return 0 0 0.5 0 0.18 0
R-squared 65.72 0.45 66.86 0.42 69.42 0.48
Standard Deviation 8.5 0.08 8.9 0.07 9.14 0.06
Sharpe Ratio -0.54 0 0.36 0 0.03 0
Treynor Ratio -11.72 0.23 6.39 0.09 -0.32 0.05

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