ACEIX vs. QBDSX
Compare and contrast key facts about Invesco Equity and Income Fund (ACEIX) and Quantified Managed Income Fund (QBDSX).
ACEIX is managed by Invesco. It was launched on Aug 2, 1960. QBDSX is managed by Advisors Preferred. It was launched on Aug 8, 2013.
Performance
ACEIX vs. QBDSX - Performance Comparison
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Returns By Period
In the year-to-date period, ACEIX achieves a 0.63% return, which is significantly higher than QBDSX's -0.13% return. Over the past 10 years, ACEIX has outperformed QBDSX with an annualized return of 8.69%, while QBDSX has yielded a comparatively lower 0.91% annualized return.
ACEIX
- 1D
- 0.09%
- 1M
- -1.87%
- YTD
- 0.63%
- 6M
- 3.56%
- 1Y
- 22.17%
- 3Y*
- 11.46%
- 5Y*
- 6.84%
- 10Y*
- 8.69%
QBDSX
- 1D
- 0.25%
- 1M
- -1.61%
- YTD
- -0.13%
- 6M
- -1.28%
- 1Y
- 3.02%
- 3Y*
- 2.82%
- 5Y*
- 0.95%
- 10Y*
- 0.91%
ACEIX vs. QBDSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ACEIX Invesco Equity and Income Fund | 0.63% | 12.85% | 11.77% | 10.08% | -7.75% | 18.02% | 9.96% | 19.17% | -9.74% | 10.86% |
QBDSX Quantified Managed Income Fund | -0.13% | 5.11% | 1.02% | 2.25% | -4.09% | -0.66% | -9.22% | 10.50% | -3.17% | 5.05% |
Correlation
The correlation between ACEIX and QBDSX is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners. Combining low-correlation assets is one of the most reliable ways to reduce portfolio risk without sacrificing expected returns.
ACEIX vs. QBDSX - Expense Ratio Comparison
ACEIX has a 0.78% expense ratio, which is lower than QBDSX's 1.31% expense ratio.
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Return for Risk
ACEIX vs. QBDSX — Risk / Return Rank
ACEIX
QBDSX
ACEIX vs. QBDSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Equity and Income Fund (ACEIX) and Quantified Managed Income Fund (QBDSX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| ACEIX | QBDSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.11 | 0.67 | +0.44 |
Sortino ratioReturn per unit of downside risk | 1.57 | 0.96 | +0.61 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.12 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.56 | 0.81 | +0.75 |
Martin ratioReturn relative to average drawdown | 6.55 | 3.03 | +3.53 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ACEIX | QBDSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.11 | 0.67 | +0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.22 | +0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.17 | +0.50 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.16 | +0.56 |
Drawdowns
ACEIX vs. QBDSX - Drawdown Comparison
The maximum ACEIX drawdown since its inception was -40.08%, which is greater than QBDSX's maximum drawdown of -18.38%. Use the drawdown chart below to compare losses from any high point for ACEIX and QBDSX.
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Drawdown Indicators
| ACEIX | QBDSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.08% | -18.38% | -21.70% |
Max Drawdown (1Y)Largest decline over 1 year | -5.50% | -3.09% | -2.41% |
Max Drawdown (5Y)Largest decline over 5 years | -16.73% | -7.40% | -9.33% |
Max Drawdown (10Y)Largest decline over 10 years | -30.80% | -18.38% | -12.42% |
Current DrawdownCurrent decline from peak | -3.75% | -8.17% | +4.42% |
Average DrawdownAverage peak-to-trough decline | -4.63% | -6.83% | +2.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.05% | 0.83% | +1.22% |
Volatility
ACEIX vs. QBDSX - Volatility Comparison
Invesco Equity and Income Fund (ACEIX) has a higher volatility of 3.34% compared to Quantified Managed Income Fund (QBDSX) at 1.40%. This indicates that ACEIX's price experiences larger fluctuations and is considered to be riskier than QBDSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ACEIX | QBDSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.34% | 1.40% | +1.94% |
Volatility (6M)Calculated over the trailing 6-month period | 6.36% | 2.76% | +3.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.72% | 3.75% | +7.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.15% | 4.32% | +6.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.84% | 5.25% | +7.59% |
Dividends
ACEIX vs. QBDSX - Dividend Comparison
ACEIX's dividend yield for the trailing twelve months is around 6.86%, more than QBDSX's 4.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACEIX Invesco Equity and Income Fund | 6.86% | 6.87% | 8.28% | 6.91% | 6.65% | 13.74% | 2.94% | 5.53% | 8.91% | 6.73% | 3.94% | 5.17% |
QBDSX Quantified Managed Income Fund | 4.48% | 4.47% | 3.98% | 4.51% | 0.54% | 0.71% | 0.87% | 2.26% | 2.04% | 2.51% | 1.00% | 3.89% |