DYMIX vs. QALTX
Compare and contrast key facts about Dynamic Alpha Macro Fund Institutional (DYMIX) and Quantified Alternative Investment Fund (QALTX).
DYMIX is an actively managed fund by Dynamic Alpha Funds. It was launched on Jul 31, 2023. QALTX is managed by Advisors Preferred. It was launched on Aug 8, 2013.
Performance
DYMIX vs. QALTX - Performance Comparison
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DYMIX vs. QALTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
DYMIX Dynamic Alpha Macro Fund Institutional | 4.10% | 25.51% | 18.38% | 11.33% |
QALTX Quantified Alternative Investment Fund | 4.13% | 14.31% | 4.11% | 3.22% |
Returns By Period
The year-to-date returns for both investments are quite close, with DYMIX having a 4.10% return and QALTX slightly higher at 4.13%.
DYMIX
- 1D
- 0.78%
- 1M
- -9.60%
- YTD
- 4.10%
- 6M
- 4.27%
- 1Y
- 25.99%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
QALTX
- 1D
- 0.95%
- 1M
- -1.76%
- YTD
- 4.13%
- 6M
- 5.79%
- 1Y
- 19.16%
- 3Y*
- 8.88%
- 5Y*
- 4.15%
- 10Y*
- 4.31%
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DYMIX vs. QALTX - Expense Ratio Comparison
DYMIX has a 1.98% expense ratio, which is higher than QALTX's 1.33% expense ratio.
Return for Risk
DYMIX vs. QALTX — Risk / Return Rank
DYMIX
QALTX
DYMIX vs. QALTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dynamic Alpha Macro Fund Institutional (DYMIX) and Quantified Alternative Investment Fund (QALTX). 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.
| DYMIX | QALTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.68 | 1.82 | -0.14 |
Sortino ratioReturn per unit of downside risk | 2.30 | 2.40 | -0.10 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.38 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 2.01 | 3.05 | -1.03 |
Martin ratioReturn relative to average drawdown | 7.25 | 13.63 | -6.38 |
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
| DYMIX | QALTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.68 | 1.82 | -0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.47 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.44 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.70 | 0.32 | +1.37 |
Correlation
The correlation between DYMIX and QALTX is 0.41, 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
DYMIX vs. QALTX - Dividend Comparison
DYMIX's dividend yield for the trailing twelve months is around 6.55%, more than QALTX's 2.32% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DYMIX Dynamic Alpha Macro Fund Institutional | 6.55% | 6.82% | 7.12% | 0.42% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
QALTX Quantified Alternative Investment Fund | 2.32% | 2.42% | 1.61% | 3.55% | 1.73% | 12.79% | 0.00% | 1.44% | 0.07% | 3.12% | 0.04% | 0.84% |
Drawdowns
DYMIX vs. QALTX - Drawdown Comparison
The maximum DYMIX drawdown since its inception was -12.95%, smaller than the maximum QALTX drawdown of -24.22%. Use the drawdown chart below to compare losses from any high point for DYMIX and QALTX.
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Drawdown Indicators
| DYMIX | QALTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.95% | -24.22% | +11.27% |
Max Drawdown (1Y)Largest decline over 1 year | -12.95% | -6.46% | -6.49% |
Max Drawdown (5Y)Largest decline over 5 years | — | -13.17% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -24.22% | — |
Current DrawdownCurrent decline from peak | -12.28% | -2.04% | -10.24% |
Average DrawdownAverage peak-to-trough decline | -3.30% | -6.14% | +2.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.60% | 1.44% | +2.16% |
Volatility
DYMIX vs. QALTX - Volatility Comparison
Dynamic Alpha Macro Fund Institutional (DYMIX) has a higher volatility of 4.19% compared to Quantified Alternative Investment Fund (QALTX) at 2.75%. This indicates that DYMIX's price experiences larger fluctuations and is considered to be riskier than QALTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DYMIX | QALTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.19% | 2.75% | +1.44% |
Volatility (6M)Calculated over the trailing 6-month period | 11.97% | 7.77% | +4.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.63% | 10.51% | +5.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.74% | 8.95% | +5.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.74% | 9.89% | +4.85% |