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 51 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 Growth and Income Strategy Portfolio | 0.19% | — | Jan 1998 | QEVOX vs GOIIX | |
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | QEVOX vs GIPIX | |
| 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 85. There are 14 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 93 | — | Oct 2009 | QEVOX vs ASTIX | |
| Hussman Strategic Total Return Fund | 92 | — | Sep 2002 | QEVOX vs HSTRX | |
| Donoghue Forlines Momentum Fund | 92 | — | Dec 2016 | QEVOX vs MOJOX | |
| AQR Diversifying Strategies Fund Class N | 92 | — | Jun 2020 | QEVOX vs QDSNX | |
| Invesco Balanced-Risk Allocation Fund | 92 | — | Jun 2009 | QEVOX vs ABRYX |
Top Performing QEVOX Alternatives (YTD)
QEVOX is at 46.52% YTD. No mutual funds in the Tactical Allocation category have higher YTD returns; the top-performing alternatives shown here go as high as 39.02%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Donoghue Forlines Momentum Fund | 39.02% | — | Dec 2016 | QEVOX vs MOJOX | |
| Teberg Fund | 25.36% | — | Mar 2002 | QEVOX vs TEBRX | |
| Quantified STF Fund | 20.67% | — | Nov 2015 | QEVOX vs QSTFX | |
| Potomac Defensive Bull Fund | 20.62% | — | Jun 2020 | QEVOX vs CRDBX | |
| PIMCO Dynamic Income Strategy Fund | 18.06% | — | Feb 2019 | QEVOX vs PDX |
Lowest Volatility Alternatives to QEVOX
QEVOX has 28.46% 1-year volatility. There are 77 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.51% | — | Aug 2012 | QEVOX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.71% | — | Apr 2012 | QEVOX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.83% | — | Jul 2014 | QEVOX vs TTIFX | |
| Hussman Strategic Total Return Fund | 4.66% | — | Sep 2002 | QEVOX vs HSTRX | |
| Hundredfold Select Alternative Fund | 4.73% | — | Aug 2004 | QEVOX vs SFHYX |
Lowest Drawdown Alternatives to QEVOX
QEVOX has a 1-year max drawdown of -19.83%. There are 77 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 | -2.48% | — | 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, OTRFX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Spectrum Low Volatility Fund | Nontraditional Bonds | 52 | 0.93% | — | Dec 2013 | QEVOX vs SVARX | |
| Hundredfold Select Alternative Fund Investor Class | Tactical Allocation | 46 | 0.62% | — | — | QEVOX vs HFSAX | |
| OnTrack Core Fund | Macro Trading | 79 | 5.06% | — | Jan 2013 | QEVOX vs OTRFX | |
| Quantified Managed Income Fund | Diversified Portfolio | 4 | -0.38% | — | Aug 2013 | QEVOX vs QBDSX | |
| Spectrum Active Advantage Fund | Tactical Allocation | 11 | -3.65% | — | May 2015 | QEVOX vs SAPEX | |
| Quantified Alternative Investment Fund | Macro Trading | 51 | 4.33% | — | Aug 2013 | QEVOX vs QALTX | |
| Kensington Managed Income Fund | Nontraditional Bonds | 62 | 1.67% | — | May 2019 | QEVOX vs KAMIX | |
| Quantified Pattern Recognition Fund | Diversified Portfolio | 22 | -4.17% | — | Aug 2019 | QEVOX vs QSPMX | |
| Quantified Common Ground Fund | Mid Cap Blend Equities | 35 | 11.78% | — | Dec 2019 | QEVOX vs QCGDX | |
| Quantified Tactical Fixed Income Fund | Nontraditional Bonds | — | — | — | Sep 2019 | QEVOX vs QFITX |
Often Compared With QEVOX
Investors most often compare QEVOX with PMYRX, SMIDX, PASAX. 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