IAVIX vs. QBDSX
Compare and contrast key facts about Voya Solution Aggressive Portfolio (IAVIX) and Quantified Managed Income Fund (QBDSX).
IAVIX is managed by Voya. It was launched on Apr 30, 2013. QBDSX is managed by Advisors Preferred. It was launched on Aug 8, 2013.
Performance
IAVIX vs. QBDSX - Performance Comparison
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IAVIX vs. QBDSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IAVIX Voya Solution Aggressive Portfolio | -5.83% | 17.02% | 17.46% | 21.18% | -19.47% | 19.88% | 16.13% | 25.43% | -10.65% | 22.20% |
QBDSX Quantified Managed Income Fund | -0.76% | 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, IAVIX achieves a -5.83% return, which is significantly lower than QBDSX's -0.76% return. Over the past 10 years, IAVIX has outperformed QBDSX with an annualized return of 10.00%, while QBDSX has yielded a comparatively lower 0.83% annualized return.
IAVIX
- 1D
- -1.94%
- 1M
- -8.82%
- YTD
- -5.83%
- 6M
- -3.49%
- 1Y
- 12.76%
- 3Y*
- 13.70%
- 5Y*
- 7.32%
- 10Y*
- 10.00%
QBDSX
- 1D
- 0.38%
- 1M
- -2.72%
- YTD
- -0.76%
- 6M
- -1.55%
- 1Y
- 1.86%
- 3Y*
- 2.60%
- 5Y*
- 0.90%
- 10Y*
- 0.83%
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IAVIX vs. QBDSX - Expense Ratio Comparison
IAVIX has a 0.36% expense ratio, which is lower than QBDSX's 1.31% expense ratio.
Return for Risk
IAVIX vs. QBDSX — Risk / Return Rank
IAVIX
QBDSX
IAVIX vs. QBDSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Solution Aggressive Portfolio (IAVIX) 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.
| IAVIX | QBDSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.85 | 0.63 | +0.22 |
Sortino ratioReturn per unit of downside risk | 1.31 | 0.91 | +0.40 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.12 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.60 | 0.93 | -0.34 |
Martin ratioReturn relative to average drawdown | 2.88 | 3.64 | -0.77 |
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
| IAVIX | QBDSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 0.63 | +0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.21 | +0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.16 | +0.44 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.15 | +0.39 |
Correlation
The correlation between IAVIX and QBDSX is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
IAVIX vs. QBDSX - Dividend Comparison
IAVIX's dividend yield for the trailing twelve months is around 8.51%, more than QBDSX's 4.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IAVIX Voya Solution Aggressive Portfolio | 8.51% | 8.01% | 0.50% | 6.64% | 21.30% | 1.19% | 7.68% | 8.98% | 6.09% | 1.91% | 6.81% | 5.86% |
QBDSX Quantified Managed Income Fund | 4.51% | 4.47% | 3.98% | 4.51% | 0.54% | 0.71% | 0.87% | 2.26% | 2.04% | 2.51% | 1.00% | 3.89% |
Drawdowns
IAVIX vs. QBDSX - Drawdown Comparison
The maximum IAVIX drawdown since its inception was -35.38%, which is greater than QBDSX's maximum drawdown of -18.38%. Use the drawdown chart below to compare losses from any high point for IAVIX and QBDSX.
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Drawdown Indicators
| IAVIX | QBDSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.38% | -18.38% | -17.00% |
Max Drawdown (1Y)Largest decline over 1 year | -11.42% | -3.09% | -8.33% |
Max Drawdown (5Y)Largest decline over 5 years | -26.35% | -7.40% | -18.95% |
Max Drawdown (10Y)Largest decline over 10 years | -35.38% | -18.38% | -17.00% |
Current DrawdownCurrent decline from peak | -8.99% | -8.75% | -0.24% |
Average DrawdownAverage peak-to-trough decline | -5.29% | -6.83% | +1.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.79% | 0.79% | +2.00% |
Volatility
IAVIX vs. QBDSX - Volatility Comparison
Voya Solution Aggressive Portfolio (IAVIX) has a higher volatility of 3.83% compared to Quantified Managed Income Fund (QBDSX) at 1.31%. This indicates that IAVIX'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
| IAVIX | QBDSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.83% | 1.31% | +2.52% |
Volatility (6M)Calculated over the trailing 6-month period | 8.69% | 2.79% | +5.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.76% | 3.76% | +13.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.71% | 4.32% | +11.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.96% | 5.25% | +11.71% |