Quantified Evolution Plus Fund (QEVOX) belongs to the Tactical Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with QEVOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to QEVOX
QEVOX charges 1.56% annually. There are 52 mutual funds in the Tactical Allocation category with lower expense ratios, going as low as 0.19%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | QEVOX vs GIPIX | |
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | — | Jan 1998 | QEVOX vs GOIIX | |
| PIMCO All Asset All Authority Fund | 0.21% | — | Oct 2003 | QEVOX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | — | Sep 2002 | QEVOX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | — | Aug 2012 | QEVOX vs GPIFX |
Best Risk-Adjusted Alternatives to QEVOX
QEVOX has a PortfoliosLab risk / return rank of 82. There are 18 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 95 | — | Oct 2009 | QEVOX vs ASTIX | |
| PIMCO All Asset Fund | 95 | — | Nov 2002 | QEVOX vs PAAIX | |
| PIMCO All Asset Fund Class A | 94 | — | Apr 2008 | QEVOX vs PASAX | |
| Hussman Strategic Total Return Fund | 93 | — | Sep 2002 | QEVOX vs HSTRX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 93 | — | Apr 2012 | QEVOX vs SIOAX |
Top Performing QEVOX Alternatives (YTD)
QEVOX is at 43.03% YTD. No mutual funds in the Tactical Allocation category have higher YTD returns; the top-performing alternatives shown here go as high as 33.48%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Donoghue Forlines Momentum Fund | 33.48% | — | Dec 2016 | QEVOX vs MOJOX | |
| Teberg Fund | 22.02% | — | Mar 2002 | QEVOX vs TEBRX | |
| Potomac Defensive Bull Fund | 19.70% | — | Jun 2020 | QEVOX vs CRDBX | |
| PIMCO Dynamic Income Strategy Fund | 19.06% | — | Feb 2019 | QEVOX vs PDX | |
| Donoghue Forlines Dividend Fund | 18.00% | — | Nov 2013 | QEVOX vs PWDIX |
Lowest Volatility Alternatives to QEVOX
QEVOX has 28.68% 1-year volatility. There are 80 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.54%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.54% | — | Aug 2012 | QEVOX vs GPIFX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.83% | — | Jul 2014 | QEVOX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.85% | — | Apr 2012 | QEVOX vs SIOAX | |
| OnTrack Core Fund | 4.15% | — | Jan 2013 | QEVOX vs OTRFX | |
| Hussman Strategic Total Return Fund | 4.28% | — | Sep 2002 | QEVOX vs HSTRX |
Lowest Drawdown Alternatives to QEVOX
QEVOX has a 1-year max drawdown of -19.83%. There are 79 mutual funds in the Tactical Allocation category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | -1.69% | — | Aug 2012 | QEVOX vs GPIFX | |
| Goldman Sachs TacticalTiltOverlayFund | -2.11% | — | Jul 2014 | QEVOX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -2.34% | — | Apr 2012 | QEVOX vs SIOAX | |
| Hussman Strategic Total Return Fund | -2.54% | — | Sep 2002 | QEVOX vs HSTRX | |
| Astor Dynamic Allocation Fund | -2.77% | — | Oct 2009 | QEVOX vs ASTIX |
Other Mutual Funds from Advisors Preferred
The 10 most viewed Advisors Preferred mutual funds shown here include SVARX, HFSAX, QBDSX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Spectrum Low Volatility Fund | Nontraditional Bonds | 60 | 1.02% | — | Dec 2013 | QEVOX vs SVARX | |
| Hundredfold Select Alternative Fund Investor Class | Tactical Allocation | 54 | 0.71% | — | — | QEVOX vs HFSAX | |
| Quantified Managed Income Fund | Diversified Portfolio | 4 | -0.25% | — | Aug 2013 | QEVOX vs QBDSX | |
| Hundredfold Select Alternative Fund | Tactical Allocation | 40 | 0.09% | — | Aug 2004 | QEVOX vs SFHYX | |
| Spectrum Active Advantage Fund | Tactical Allocation | 11 | -4.01% | — | May 2015 | QEVOX vs SAPEX | |
| Kensington Managed Income Fund | Nontraditional Bonds | 48 | 1.35% | — | May 2019 | QEVOX vs KAMIX | |
| Quantified Alternative Investment Fund | Multistrategy | 52 | 4.62% | — | Aug 2013 | QEVOX vs QALTX | |
| Quantified Pattern Recognition Fund | Diversified Portfolio | 21 | -5.34% | — | Aug 2019 | QEVOX vs QSPMX | |
| Quantified STF Fund | Tactical Allocation | 24 | 13.84% | — | Nov 2015 | QEVOX vs QSTFX | |
| Quantified Common Ground Fund | Mid Cap Blend Equities | 30 | 10.25% | — | Dec 2019 | QEVOX vs QCGDX |
Often Compared With QEVOX
Investors most often compare QEVOX with PMYRX, SMIDX, QMLFX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare QEVOX with Any Fund or Stock
Compare QEVOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair QEVOX with funds that move differently
Quantified Evolution Plus Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to QEVOX.
Explore QEVOX Diversifiers