QALTX vs. QBDSX
Compare and contrast key facts about Quantified Alternative Investment Fund (QALTX) and Quantified Managed Income Fund (QBDSX).
QALTX is managed by Advisors Preferred. It was launched on Aug 8, 2013. QBDSX is managed by Advisors Preferred. It was launched on Aug 8, 2013.
Performance
QALTX vs. QBDSX - Performance Comparison
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QALTX vs. QBDSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
QALTX Quantified Alternative Investment Fund | 4.13% | 14.31% | 4.11% | 2.76% | -8.13% | 11.76% | 1.01% | 9.88% | -8.90% | 15.53% |
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, QALTX achieves a 4.13% return, which is significantly higher than QBDSX's -0.38% return. Over the past 10 years, QALTX has outperformed QBDSX with an annualized return of 4.31%, while QBDSX has yielded a comparatively lower 0.87% annualized return.
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%
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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QALTX vs. QBDSX - Expense Ratio Comparison
QALTX has a 1.33% expense ratio, which is higher than QBDSX's 1.31% expense ratio.
Return for Risk
QALTX vs. QBDSX — Risk / Return Rank
QALTX
QBDSX
QALTX vs. QBDSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Quantified Alternative Investment Fund (QALTX) 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.
| QALTX | QBDSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.82 | 0.60 | +1.22 |
Sortino ratioReturn per unit of downside risk | 2.40 | 0.87 | +1.53 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.11 | +0.27 |
Calmar ratioReturn relative to maximum drawdown | 3.05 | 0.89 | +2.15 |
Martin ratioReturn relative to average drawdown | 13.63 | 3.43 | +10.20 |
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
| QALTX | QBDSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.82 | 0.60 | +1.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.21 | +0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.17 | +0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.15 | +0.17 |
Correlation
The correlation between QALTX and QBDSX is 0.49, 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
QALTX vs. QBDSX - Dividend Comparison
QALTX's dividend yield for the trailing twelve months is around 2.32%, less than QBDSX's 4.49% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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
QALTX vs. QBDSX - Drawdown Comparison
The maximum QALTX drawdown since its inception was -24.22%, which is greater than QBDSX's maximum drawdown of -18.38%. Use the drawdown chart below to compare losses from any high point for QALTX and QBDSX.
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Drawdown Indicators
| QALTX | QBDSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.22% | -18.38% | -5.84% |
Max Drawdown (1Y)Largest decline over 1 year | -6.46% | -3.09% | -3.37% |
Max Drawdown (5Y)Largest decline over 5 years | -13.17% | -7.40% | -5.77% |
Max Drawdown (10Y)Largest decline over 10 years | -24.22% | -18.38% | -5.84% |
Current DrawdownCurrent decline from peak | -2.04% | -8.41% | +6.37% |
Average DrawdownAverage peak-to-trough decline | -6.14% | -6.83% | +0.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.44% | 0.80% | +0.64% |
Volatility
QALTX vs. QBDSX - Volatility Comparison
Quantified Alternative Investment Fund (QALTX) has a higher volatility of 2.75% compared to Quantified Managed Income Fund (QBDSX) at 1.40%. This indicates that QALTX'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
| QALTX | QBDSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.75% | 1.40% | +1.35% |
Volatility (6M)Calculated over the trailing 6-month period | 7.77% | 2.77% | +5.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.51% | 3.77% | +6.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.95% | 4.32% | +4.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.89% | 5.26% | +4.63% |