PortfoliosLab logoPortfoliosLab logo

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%.


Best Risk-Adjusted Alternatives to QEVOX

QEVOX has a PortfoliosLab risk / return rank of 80. There are 18 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 94.


Top Performing QEVOX Alternatives (YTD)

QEVOX is at 52.24% YTD. No mutual funds in the Tactical Allocation category have higher YTD returns; the top-performing alternatives shown here go as high as 43.41%.


Lowest Volatility Alternatives to QEVOX

QEVOX has 27.60% 1-year volatility. There are 78 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.50%.


Lowest Drawdown Alternatives to QEVOX

QEVOX has a 1-year max drawdown of -19.83%. There are 78 mutual funds in the Tactical Allocation category with shallower 1-year drawdowns, going as shallow as -1.69%.


Other Mutual Funds from Advisors Preferred

The 10 most viewed Advisors Preferred mutual funds shown here include SVARX, OTRFX, SAPEX and span 6 categories.


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.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
Pioneer Flexible Opportunities FundTactical Allocation
58
4.89%
May 2010QEVOX vs PMYRX
SMI Dynamic Allocation FundTactical Allocation
61
10.26%
Feb 2013QEVOX vs SMIDX
PIMCO All Asset Fund Class ATactical Allocation
88
8.43%
Apr 2008QEVOX vs PASAX
Donoghue Forlines Dividend FundTactical Allocation
71
10.92%
Nov 2013QEVOX vs PWDIX
RESQ Dynamic Allocation FundTactical Allocation
91
8.93%
Dec 2013QEVOX vs RQEIX
Guggenheim Active Allocation FundTactical Allocation
15
6.92%
Nov 2021QEVOX vs GUG
Invesco Balanced-Risk Allocation Fund Class ATactical Allocation
88
17.65%
Jun 2009QEVOX vs ABRZX
WesMark Tactical Opportunity FundTactical Allocation
55
6.03%
Feb 2017QEVOX vs WMKTX
Horizon Active Asset Allocation FundTactical Allocation
51
11.70%
Jan 2012QEVOX vs AAANX
North Square Tactical Defensive FundTactical Allocation
50
7.02%
Sep 2006QEVOX vs ETFRX
JHancock Multi-Asset Absolute Return FundTactical Allocation
9
1.58%
Dec 2011QEVOX vs JHAIX
BlackRock Tactical Opportunities Fund Institutiona...Tactical Allocation
81
9.80%
Jun 1993QEVOX vs PBAIX
AQR Multi-Asset FundTactical Allocation
54
8.96%
Sep 2010QEVOX vs AQRIX
DWS Global Macro FundTactical Allocation
29
2.91%
May 1995QEVOX vs MGINX
USA Mutuals All Seasons FundTactical Allocation
3
-1.83%
Oct 2017QEVOX vs UNAVX
Hussman Strategic Allocation FundTactical Allocation
2
-2.51%
Aug 2019QEVOX vs HSAFX
PIMCO Dynamic Income Strategy FundTactical Allocation
5
15.50%
Feb 2019QEVOX vs PDX
TFA Quantitative FundTactical Allocation
36
10.01%
May 2020QEVOX vs TFAQX
USAA Target Managed Allocation FundTactical Allocation
48
8.77%
Aug 2015QEVOX vs UTMAX
PIMCO All Asset FundTactical Allocation
89
8.69%
Nov 2002QEVOX vs PAAIX

Compare QEVOX with Any Fund or Stock

Compare QEVOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.


 

Diversifiers

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