- ISIN
- US00771F6658
- CUSIP
- 00771F665
- Issuer
- Advisors Preferred
- Inception Date
- Sep 29, 2019
- Category
- Tactical Allocation
- Min. Investment
- $10,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
Share Price Chart
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Performance
QEVOX Performance Chart
Quantified Evolution Plus Fund (QEVOX) is up 52.2% since the beginning of the year. QEVOX is currently trading at $6 per share. Investors who bought $1,000 worth of QEVOX shares 5 years ago would now be looking at an investment worth $1,584.
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Returns By Period
Quantified Evolution Plus Fund (QEVOX) has returned 52.24% so far this year and 72.24% over the past 12 months.
Quantified Evolution Plus Fund
- 1D
- 0.33%
- 1M
- -5.85%
- YTD
- 52.24%
- 6M
- 47.28%
- 1Y
- 72.24%
- 3Y*
- 24.22%
- 5Y*
- 9.64%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -1.44%
- 1M
- -1.45%
- YTD
- 7.60%
- 6M
- 6.59%
- 1Y
- 22.24%
- 3Y*
- 19.20%
- 5Y*
- 11.54%
- 10Y*
- 13.71%
QEVOX Monthly Returns History
Based on dividend-adjusted daily data since Sep 27, 2019, QEVOX's average daily return is +0.04%, while the average monthly return is +0.76%. At this rate, an investment would double in approximately 7.6 years.
Historically, 61% of months were positive and 39% were negative. The best month was Jan 2026 with a return of +16.7%, while the worst month was Apr 2025 at -17.9%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 4 months.
On a daily basis, QEVOX closed higher 52% of trading days. The best single day was Jun 11, 2026 with a return of +6.0%, while the worst single day was Mar 16, 2020 at -9.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 16.67% | 5.97% | 13.48% | 15.96% | -2.91% | -3.62% | 52.24% | ||||||
| 2025 | 8.06% | 1.22% | 5.26% | -17.86% | -1.39% | 2.29% | -0.69% | 3.47% | 0.84% | 3.00% | 3.07% | 3.56% | 8.67% |
| 2024 | 0.00% | 4.29% | 5.76% | -7.31% | 6.21% | 0.32% | 4.09% | -1.51% | 5.68% | 2.18% | 1.42% | -6.14% | 14.79% |
| 2023 | -1.11% | 1.41% | 2.50% | 0.00% | -0.54% | 1.36% | 3.89% | -5.43% | -1.37% | -0.97% | -1.26% | 3.08% | 1.22% |
| 2022 | -12.46% | -0.36% | 3.39% | -3.16% | -5.32% | 1.79% | 0.75% | -2.86% | 1.92% | 0.25% | -6.40% | -3.55% | -24.02% |
| 2021 | -3.30% | -4.07% | 1.84% | 11.61% | 0.91% | -1.20% | 2.94% | 4.72% | -10.81% | 11.17% | -3.60% | 5.71% | 14.49% |
Benchmark Metrics
Quantified Evolution Plus Fund has an annualized alpha of 2.00%, beta of 0.48, and R2 of 0.19 versus S&P 500 Index. Calculated based on daily prices since September 27, 2019.
- This fund participated in 75.38% of S&P 500 Index downside but only 56.60% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.48 may look defensive, but with R2 of 0.19 this fund is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
- R2 of 0.19 means this fund moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 2.00%
- Beta
- 0.48
- R²
- 0.19
- Upside Capture
- 56.60%
- Downside Capture
- 75.38%
Expense Ratio
QEVOX has a high expense ratio of 1.56%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
QEVOX ranks 80 for risk / return — better than 80% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Quantified Evolution Plus Fund (QEVOX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| QEVOX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.82 | ||
| Sortino ratioReturn per unit of downside risk | +0.63 | ||
| Omega ratioGain probability vs. loss probability | 1.46 | 1.32 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | 3.62 | 2.46 | +1.16 |
| Martin ratioReturn relative to average drawdown | 16.00 | 10.92 | +5.09 |
Dividends
Dividend History
Quantified Evolution Plus Fund provided a 43.57% dividend yield over the last twelve months, with an annual payout of $2.67 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Dividend | $2.67 | $2.67 | $0.63 | $1.43 | $0.01 | $1.28 | $0.22 | $0.01 |
Dividend yield | 43.57% | 66.34% | 10.32% | 24.53% | 0.07% | 13.55% | 2.29% | 0.15% |
Monthly Dividends
The table displays the monthly dividend distributions for Quantified Evolution Plus Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.67 | $2.67 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.63 | $0.63 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.43 | $1.43 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.01 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.28 | $1.28 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Quantified Evolution Plus Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Quantified Evolution Plus Fund was 28.47%, occurring on Mar 18, 2020. Recovery took 366 trading sessions.
The current Quantified Evolution Plus Fund drawdown is 10.79%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -28.47%Mar 2020 | 23d | 1y 5mo | 1y 6moFeb 2020 - Aug 2021 |
2024 bear market2024 | -27.40%Jan 2024 | 2y 4mo | 1y 2mo | 3y 6moSep 2021 - Mar 2025 |
2025 selloff2025 | -21.21%May 2025 | 1mo 25d | 8mo 3d | 9mo 28dMar 2025 - Jan 2026 |
2026 correction2026 | -19.83%Jun 2026 | 28d | — | 1mo 12dMay 2026 - now |
2026 correction2026 | -12.69%Feb 2026 | 6d | 29d | 1mo 5dJan 2026 - Mar 2026 |
Drawdown Indicators
| QEVOX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.47% | -56.78% | +28.31% |
Max Drawdown (1Y)Largest decline over 1 year | -19.83% | -9.10% | -10.73% |
Max Drawdown (3Y)Largest decline over 3 years | -21.21% | -18.90% | -2.31% |
Max Drawdown (5Y)Largest decline over 5 years | -27.40% | -25.43% | -1.97% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -10.79% | -3.21% | -7.58% |
Average DrawdownAverage peak-to-trough decline | -13.86% | -10.71% | -3.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.49% | 2.04% | +2.45% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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