NBARX vs. QBDSX
Compare and contrast key facts about American Funds Retirement Income Portfolio - Moderate (NBARX) and Quantified Managed Income Fund (QBDSX).
NBARX is managed by American Funds. It was launched on Aug 27, 2015. QBDSX is managed by Advisors Preferred. It was launched on Aug 8, 2013.
Performance
NBARX vs. QBDSX - Performance Comparison
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NBARX vs. QBDSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NBARX American Funds Retirement Income Portfolio - Moderate | -0.15% | 15.67% | 9.16% | 9.25% | -10.06% | 12.14% | 7.41% | 15.42% | -3.81% | 11.18% |
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, NBARX achieves a -0.15% return, which is significantly higher than QBDSX's -0.38% return. Over the past 10 years, NBARX has outperformed QBDSX with an annualized return of 6.72%, while QBDSX has yielded a comparatively lower 0.87% annualized return.
NBARX
- 1D
- 1.27%
- 1M
- -4.29%
- YTD
- -0.15%
- 6M
- 1.94%
- 1Y
- 11.98%
- 3Y*
- 10.35%
- 5Y*
- 5.99%
- 10Y*
- 6.72%
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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NBARX vs. QBDSX - Expense Ratio Comparison
NBARX has a 0.32% expense ratio, which is lower than QBDSX's 1.31% expense ratio.
Return for Risk
NBARX vs. QBDSX — Risk / Return Rank
NBARX
QBDSX
NBARX vs. QBDSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Retirement Income Portfolio - Moderate (NBARX) 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.
| NBARX | QBDSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.55 | 0.60 | +0.95 |
Sortino ratioReturn per unit of downside risk | 2.14 | 0.87 | +1.27 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.11 | +0.21 |
Calmar ratioReturn relative to maximum drawdown | 2.04 | 0.89 | +1.15 |
Martin ratioReturn relative to average drawdown | 8.60 | 3.43 | +5.17 |
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
| NBARX | QBDSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.55 | 0.60 | +0.95 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.21 | +0.55 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.17 | +0.66 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.85 | 0.15 | +0.69 |
Correlation
The correlation between NBARX and QBDSX is 0.56, 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
NBARX vs. QBDSX - Dividend Comparison
NBARX's dividend yield for the trailing twelve months is around 5.18%, more than QBDSX's 4.49% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBARX American Funds Retirement Income Portfolio - Moderate | 5.18% | 5.69% | 3.25% | 3.46% | 5.04% | 3.48% | 3.97% | 3.87% | 3.89% | 2.50% | 2.55% | 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% |
Drawdowns
NBARX vs. QBDSX - Drawdown Comparison
The maximum NBARX drawdown since its inception was -18.50%, roughly equal to the maximum QBDSX drawdown of -18.38%. Use the drawdown chart below to compare losses from any high point for NBARX and QBDSX.
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Drawdown Indicators
| NBARX | QBDSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.50% | -18.38% | -0.12% |
Max Drawdown (1Y)Largest decline over 1 year | -6.17% | -3.09% | -3.08% |
Max Drawdown (5Y)Largest decline over 5 years | -16.86% | -7.40% | -9.46% |
Max Drawdown (10Y)Largest decline over 10 years | -18.50% | -18.38% | -0.12% |
Current DrawdownCurrent decline from peak | -4.70% | -8.41% | +3.71% |
Average DrawdownAverage peak-to-trough decline | -2.70% | -6.83% | +4.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.47% | 0.80% | +0.67% |
Volatility
NBARX vs. QBDSX - Volatility Comparison
American Funds Retirement Income Portfolio - Moderate (NBARX) has a higher volatility of 3.21% compared to Quantified Managed Income Fund (QBDSX) at 1.40%. This indicates that NBARX'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
| NBARX | QBDSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.21% | 1.40% | +1.81% |
Volatility (6M)Calculated over the trailing 6-month period | 4.93% | 2.77% | +2.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.98% | 3.77% | +4.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.93% | 4.32% | +3.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.20% | 5.26% | +2.94% |