CBAAX vs. QBDSX
Compare and contrast key facts about American Funds Moderate Growth and Income Portfolio (CBAAX) and Quantified Managed Income Fund (QBDSX).
CBAAX is managed by American Funds. It was launched on May 17, 2012. QBDSX is managed by Advisors Preferred. It was launched on Aug 8, 2013.
Performance
CBAAX vs. QBDSX - Performance Comparison
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CBAAX vs. QBDSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CBAAX American Funds Moderate Growth and Income Portfolio | -1.31% | 16.62% | 11.27% | 13.82% | -13.58% | 13.79% | 13.20% | 19.42% | -4.63% | 16.65% |
QBDSX Quantified Managed Income Fund | -0.38% | 5.11% | 1.02% | 2.25% | -4.09% | -0.66% | -9.22% | 10.50% | -3.17% | 5.05% |
Returns By Period
In the year-to-date period, CBAAX achieves a -1.31% return, which is significantly lower than QBDSX's -0.38% return. Over the past 10 years, CBAAX has outperformed QBDSX with an annualized return of 8.45%, while QBDSX has yielded a comparatively lower 0.87% annualized return.
CBAAX
- 1D
- 1.87%
- 1M
- -5.08%
- YTD
- -1.31%
- 6M
- 1.05%
- 1Y
- 14.27%
- 3Y*
- 12.10%
- 5Y*
- 6.60%
- 10Y*
- 8.45%
QBDSX
- 1D
- 0.38%
- 1M
- -2.35%
- YTD
- -0.38%
- 6M
- -1.53%
- 1Y
- 2.25%
- 3Y*
- 2.73%
- 5Y*
- 0.90%
- 10Y*
- 0.87%
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CBAAX vs. QBDSX - Expense Ratio Comparison
CBAAX has a 0.35% expense ratio, which is lower than QBDSX's 1.31% expense ratio.
Return for Risk
CBAAX vs. QBDSX — Risk / Return Rank
CBAAX
QBDSX
CBAAX vs. QBDSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Moderate Growth and Income Portfolio (CBAAX) 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.
| CBAAX | QBDSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 0.60 | +0.78 |
Sortino ratioReturn per unit of downside risk | 2.00 | 0.87 | +1.14 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.11 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 1.95 | 0.89 | +1.06 |
Martin ratioReturn relative to average drawdown | 8.28 | 3.43 | +4.85 |
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
| CBAAX | QBDSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 0.60 | +0.78 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.21 | +0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.17 | +0.62 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.86 | 0.15 | +0.70 |
Correlation
The correlation between CBAAX and QBDSX is 0.46, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
CBAAX vs. QBDSX - Dividend Comparison
CBAAX's dividend yield for the trailing twelve months is around 5.88%, more than QBDSX's 4.49% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CBAAX American Funds Moderate Growth and Income Portfolio | 5.88% | 5.81% | 3.56% | 2.26% | 5.97% | 4.95% | 2.54% | 3.80% | 4.65% | 3.43% | 3.59% | 3.59% |
QBDSX Quantified Managed Income Fund | 4.49% | 4.47% | 3.98% | 4.51% | 0.54% | 0.71% | 0.87% | 2.26% | 2.04% | 2.51% | 1.00% | 3.89% |
Drawdowns
CBAAX vs. QBDSX - Drawdown Comparison
The maximum CBAAX drawdown since its inception was -23.16%, which is greater than QBDSX's maximum drawdown of -18.38%. Use the drawdown chart below to compare losses from any high point for CBAAX and QBDSX.
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Drawdown Indicators
| CBAAX | QBDSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.16% | -18.38% | -4.78% |
Max Drawdown (1Y)Largest decline over 1 year | -7.62% | -3.09% | -4.53% |
Max Drawdown (5Y)Largest decline over 5 years | -20.72% | -7.40% | -13.32% |
Max Drawdown (10Y)Largest decline over 10 years | -23.16% | -18.38% | -4.78% |
Current DrawdownCurrent decline from peak | -5.58% | -8.41% | +2.83% |
Average DrawdownAverage peak-to-trough decline | -2.96% | -6.83% | +3.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.80% | 0.80% | +1.00% |
Volatility
CBAAX vs. QBDSX - Volatility Comparison
American Funds Moderate Growth and Income Portfolio (CBAAX) has a higher volatility of 4.07% compared to Quantified Managed Income Fund (QBDSX) at 1.40%. This indicates that CBAAX'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
| CBAAX | QBDSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.07% | 1.40% | +2.67% |
Volatility (6M)Calculated over the trailing 6-month period | 6.64% | 2.77% | +3.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.67% | 3.77% | +6.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.34% | 4.32% | +6.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.77% | 5.26% | +5.51% |