Quantified Evolution Plus Fund (QEVOX)

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The chart shows the growth of an initial investment of $10,000 in Quantified Evolution Plus Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Quantified Evolution Plus Fund (QEVOX) has returned 38.56% so far this year and 30.78% over the past 12 months.

Based on dividend-adjusted daily data since Sep 27, 2019, QEVOX's average daily return is +0.03%, while the average monthly return is +0.65%. At this rate, your investment would double in approximately 8.9 years.

Historically, 62% of months were positive and 38% 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 8 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 Nov 5, 2020 with a return of +5.3%, while the worst single day was Mar 16, 2020 at -9.9%.

Quantified Evolution Plus Fund has an annualized alpha of 1.76%, beta of 0.47, and R² of 0.20 versus S&P 500 Index. Calculated based on daily prices since September 30, 2019.

• This fund participated in 73.17% of S&P 500 Index downside but only 55.36% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.47 may look defensive, but with R² of 0.20 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 0.20 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.

QEVOX has a high expense ratio of 1.56%, indicating above-average management fees.

QEVOX ranks 55 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Quantified Evolution Plus Fund (QEVOX) and compare them to a chosen benchmark (S&P 500 Index).

Quantified Evolution Plus Fund provided a 47.88% dividend yield over the last twelve months, with an annual payout of $2.67 per share.

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.

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.

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 2.96%.

The chart below shows the rolling one-month volatility.