OTRFX vs. QFITX

Last updated Aug 1, 2026

OTRFX (OnTrack Core Fund) and QFITX (Quantified Tactical Fixed Income Fund) are both mutual funds - OTRFX is a Tactical Allocation fund managed by Advisors Preferred, while QFITX is a Nontraditional Bonds fund managed by Advisors Preferred. Their 0.16 correlation means their historical movements had little consistent relationship. OTRFX charges 2.58%/yr vs 1.56%/yr for QFITX.

Performance

OTRFX vs. QFITX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in OnTrack Core Fund (OTRFX) and Quantified Tactical Fixed Income Fund (QFITX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

OTRFX

• 1D: 0.10%
• 1M: -0.10%
• 6M: 1.36%
• YTD: 4.93%
• 1Y: 9.39%
• 3Y*: 5.76%
• 5Y*: 1.79%
• 10Y*: 5.20%
• ALL TIME*: 4.35%

QFITX

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
OTRFX OnTrack Core Fund	$0.00	$0.00	$0.00

OTRFX vs. QFITX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
OTRFX OnTrack Core Fund	4.93%	6.12%	-0.12%	5.37%	-5.82%	3.94%	29.03%	2.34%
QFITX Quantified Tactical Fixed Income Fund	-4.59%	-7.64%	-1.03%	-6.54%	-22.87%	36.77%	10.36%	2.31%

Correlation

The correlation between OTRFX and QFITX is 0.22, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.22
Correlation (3Y) Balances recent behavior with more history.	0.30
Correlation (5Y) Shows whether the relationship held over a longer period.	0.22
Correlation (All Time) Calculated using the full available price history since Sep 18, 2019	0.16

The correlation between OTRFX and QFITX shifts across timeframes, from 0.16 (all time) to 0.30 (3 years), reflecting how their relationship changes across market environments.

Return for Risk

OTRFX vs. QFITX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

OTRFX

OTRFX Risk / Return Rank: 81
OTRFX Sharpe Ratio Rank: 90
OTRFX Sortino Ratio Rank: 86
OTRFX Omega Ratio Rank: 94
OTRFX Calmar Ratio Rank: 88
OTRFX Martin Ratio Rank: 47

QFITX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

OTRFX vs. QFITX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for OnTrack Core Fund (OTRFX) and Quantified Tactical Fixed Income Fund (QFITX). 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.

	OTRFX	QFITX	Difference
Sharpe ratio: Return per unit of total volatility	2.27	—	—
Sortino ratio: Return per unit of downside risk	3.09	—	—
Omega ratio: Gain probability vs. loss probability	1.56	—	—
Calmar ratio: Return relative to maximum drawdown	3.11	—	—
Martin ratio: Return relative to average drawdown	6.54	—	—

Drawdowns

Drawdown Indicators

	OTRFX	QFITX	Difference
Max Drawdown Largest peak-to-trough decline	-9.73%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-3.02%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-5.76%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-9.51%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-9.51%	—	—
Current Drawdown Current decline from peak	-1.21%	—	—
Average Drawdown Average peak-to-trough decline	-2.95%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	1.43%	—	—

Volatility

Volatility by Period

	OTRFX	QFITX	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.47%	—	—
Volatility (6M) Calculated over the trailing 6-month period	2.29%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	4.15%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	3.07%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	3.56%	—	—

OTRFX vs. QFITX - Expense Ratio Comparison

OTRFX has a 2.58% expense ratio, which is higher than QFITX's 1.56% expense ratio.

Dividends

OTRFX vs. QFITX - Dividend Comparison

OTRFX's dividend yield for the trailing twelve months is around 12.43%, less than QFITX's 16.08% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
OTRFX OnTrack Core Fund	12.43%	13.04%	8.01%	0.14%	1.39%	7.10%	2.36%	1.38%	7.15%	2.69%	7.05%	6.15%
QFITX Quantified Tactical Fixed Income Fund	16.08%	12.72%	3.70%	0.08%	0.15%	29.15%	2.12%	4.28%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both OTRFX and QFITX in my portfolio?

OTRFX and QFITX have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.