MTD vs. QBDSX

Last updated Jun 25, 2026

MTD (Mettler-Toledo International Inc.) is a stock, while QBDSX (Quantified Managed Income Fund) is Diversified Portfolio fund managed by Advisors Preferred. Over the past 10 years, MTD returned 12.77%/yr vs 0.76%/yr for QBDSX. At a 0.26 correlation, their price movements are largely independent.

Performance

MTD vs. QBDSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Mettler-Toledo International Inc. (MTD) and Quantified Managed Income Fund (QBDSX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, MTD achieves a -13.70% return, which is significantly lower than QBDSX's -0.38% return. Over the past 10 years, MTD has outperformed QBDSX with an annualized return of 12.77%, while QBDSX has yielded a comparatively lower 0.76% annualized return.

MTD

• 1D: 4.02%
• 1M: 9.07%
• YTD: -13.70%
• 6M: -15.10%
• 1Y: 1.52%
• 3Y*: -2.25%
• 5Y*: -2.31%
• 10Y*: 12.77%

QBDSX

• 1D: 0.13%
• 1M: -0.50%
• YTD: -0.38%
• 6M: -1.06%
• 1Y: 0.51%
• 3Y*: 2.69%
• 5Y*: 0.70%
• 10Y*: 0.76%

*Multi-year figures are annualized to reflect compound growth (CAGR)

MTD vs. QBDSX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
MTD Mettler-Toledo International Inc.	-13.70%	13.93%	0.88%	-16.08%	-14.83%	48.92%	43.67%	40.26%	-8.71%	48.01%
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%

Correlation

The correlation between MTD and QBDSX is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.42
Correlation (3Y) Calculated over the trailing 3-year period	0.32
Correlation (5Y) Calculated over the trailing 5-year period	0.27
Correlation (10Y) Calculated over the trailing 10-year period	0.31
Correlation (All Time) Calculated using the full available price history since Jan 2, 2014	0.26

The correlation between MTD and QBDSX shifts across timeframes, from 0.26 (all time) to 0.42 (1 year), reflecting how their relationship changes across market environments.

Return for Risk

MTD vs. QBDSX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MTD

MTD Risk / Return Rank: 42
MTD Sharpe Ratio Rank: 45
MTD Sortino Ratio Rank: 39
MTD Omega Ratio Rank: 40
MTD Calmar Ratio Rank: 44
MTD Martin Ratio Rank: 44

QBDSX

QBDSX Risk / Return Rank: 5
QBDSX Sharpe Ratio Rank: 5
QBDSX Sortino Ratio Rank: 4
QBDSX Omega Ratio Rank: 4
QBDSX Calmar Ratio Rank: 5
QBDSX Martin Ratio Rank: 5

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MTD vs. QBDSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Mettler-Toledo International Inc. (MTD) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	MTD	QBDSX	Difference
Sharpe ratio: Return per unit of total volatility	0.05	0.24	-0.19
Sortino ratio: Return per unit of downside risk	0.29	0.37	-0.08
Omega ratio: Gain probability vs. loss probability	1.04	1.05	-0.01
Calmar ratio: Return relative to maximum drawdown	0.05	0.28	-0.24
Martin ratio: Return relative to average drawdown	0.13	0.72	-0.59

MTD vs. QBDSX - Sharpe Ratio Comparison

The current MTD Sharpe Ratio is 0.05, which is lower than the QBDSX Sharpe Ratio of 0.24. The chart below compares the historical Sharpe Ratios of MTD and QBDSX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

MTD vs. QBDSX - Drawdown Comparison

The maximum MTD drawdown since its inception was -61.43%, which is greater than QBDSX's maximum drawdown of -18.38%. Use the drawdown chart below to compare losses from any high point for MTD and QBDSX.

Drawdown Indicators

	MTD	QBDSX	Difference
Max Drawdown Largest peak-to-trough decline	-61.43%	-18.38%	-43.05%
Max Drawdown (1Y) Largest decline over 1 year	-31.90%	-3.09%	-28.81%
Max Drawdown (3Y) Largest decline over 3 years	-36.61%	-3.76%	-32.85%
Max Drawdown (5Y) Largest decline over 5 years	-43.47%	-7.40%	-36.07%
Max Drawdown (10Y) Largest decline over 10 years	-43.47%	-18.38%	-25.09%
Current Drawdown Current decline from peak	-29.33%	-8.41%	-20.92%
Average Drawdown Average peak-to-trough decline	-13.71%	-6.85%	-6.86%
Ulcer Index Depth and duration of drawdowns from previous peaks	12.11%	1.22%	+10.89%

Volatility

MTD vs. QBDSX - Volatility Comparison

Mettler-Toledo International Inc. (MTD) has a higher volatility of 9.56% compared to Quantified Managed Income Fund (QBDSX) at 0.83%. This indicates that MTD'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.

Volatility by Period

	MTD	QBDSX	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.56%	0.83%	+8.73%
Volatility (6M) Calculated over the trailing 6-month period	26.52%	2.43%	+24.09%
Volatility (1Y) Calculated over the trailing 1-year period	32.27%	3.64%	+28.63%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	32.23%	4.31%	+27.92%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	29.78%	5.26%	+24.52%

Dividends

MTD vs. QBDSX - Dividend Comparison

MTD has not paid dividends to shareholders, while QBDSX's dividend yield for the trailing twelve months is around 4.49%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
MTD Mettler-Toledo International Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
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%

Frequently Asked Questions

Can I hold both MTD and QBDSX in my portfolio?

MTD and QBDSX have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, MTD or QBDSX?

MTD has higher volatility (9.56%) compared to QBDSX (0.83%). In terms of maximum drawdown, MTD dropped -61.43% vs QBDSX's -18.38%.

Which has better risk-adjusted returns?

QBDSX currently has the higher Sharpe Ratio (0.24 vs 0.05), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.